What if choosing the right tax preparer could be the difference between an improper return and a hefty $7,000 refund?
This is exactly what happened to one of our listeners, and we're here to share this eye-opening tale while delivering the know-how to ensure you're making the best choices in your tax preparation. I'm going to guide you through critical questions you should be asking your preparer, such as their PTIN number and state-issued document, and if they're equipped to handle your specific tax needs.
I'll also delve into the roles of CPAs and attorneys in tax returns, and spotlight the importance of building a strong relationship with your tax preparer for the best financial outcomes. Taking a magnifying glass to your tax affairs is crucial and I want to make it easy.
The Common Sense Millionaire is here to arm you with the knowledge, tools, and support to steer you towards achieving your financial goals.

Thank you for listening to The Millionaire Mindset Podcast with George Dines.
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