When does it make sense to break up with your CPA? In this video, CERTIFIED FINANCIAL PLANNER™ Professional, Colin Exelby and Matt Bralove, CPA, Zone Accounting in Maryland Discuss: •The proper mindset for tax planning •The signs to look for to know if you should be breaking up with your tax planner •How to search for a new tax planner •Why reviewing past tax returns is important for future tax planning. Remember, it’s not what you make, it's what you keep. And in my opinion, with tax rates poised to move higher, working with a qualified tax advisor is extremely important. Timestamps : 00:00 Introduction 02:09 Meet Matt Bralove 02:51 "Tax Planning isn't an event that happens in December or when you file your return, it's a mindset shift." 07:36 What are some signs you should change tax planners? 11:42 What types of conversations should you be having with your CPA? 18:11 What are some things I should think about as I search for a new CPA? 25:46 The Importance of Periodically Reviewing Prior Years’ Tax Returns 27:23 What do you mean by tax extensions aren’t your friend? 32:06 End ★☆★ Zone Accounting ★☆★ https://www.zoneaccounting.net/ [About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management. I provide financial planning for business owners and their families that makes sense. Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be. We strive to help you: *Optimize Your Cash Flow *Minimize Your Taxes *Build Your Net Worth *Create a Lasting Legacy ➡️ ➡️Free Guide Here: https://celestialwm.com/ptpebook-go/⬅️⬅️ If this sounds like what you are looking for then hit the subscribe button right here and I'll see you in the comments! Subscribe to the Channel Here: ★☆★ https://www.youtube.com/channel/UC13s0hQVkEv-azgzhOe8QXA?sub_confirmation=1 ★☆★ ★☆★ Subscribe to the Blog Here ★☆★ https://seetheforestthroughthetrees.com TAGS - colin exelby,see the forest through the trees,financial planning for business owners,certified financial planner,bookkeeper for small business,accountant for small business,small business owners,entrepreneur,small business guides,LYFE Accounting,Ignite Spot Accounting Services,should you hire an accountant?,hiring mistakes,Money Management,small business basics,financial management,tax accountants,hiring a CPA,Hiring CPAs/Accountant,Accounting Recruitment Ten Questions You Should Be Asking Your Accountant, What if your Accountant SCAMS You?,Nonprofit Accounting Basics - 5 Things Your Accountant Should Do!When you should hire an accountant | Small Business Guides | Xero Bookkeeping Basics for Small Business Owners 7 Reasons You Need to Hire an Accountant What does an accountant do and why is it so important?, Should you use an Accountant to do your Tax Return? (Opinion from an Actual Accountant), ), Do you NEED an accountant?, Hiring an Accountant for Small Business; how to hire and the 10 questions you must ask first, Hiring an Accountant for Small Business; how to hire and the 10 questions you must ask first, Bookkeeping 101 for Small Business (EASY EVEN IF YOU KNOW NOTHING ABOUT ACCOUNTING Jill Gockel, When you should hire an accountant | Small Business Guides | Xero, 4 Questions to Ask While Hiring Your Accountant for your Business, small business accounting [checklist], Hiring an Accountant for Small Business; 10 traits to look for, Small Business Accounting Tips and Tricks, How Do Accountants Help Small Businesses?, How To Setup Your Business Accounting & Taxes In a Spreadsheet--Business Spreadsheet Template, How to Start A Business in 2022: Step-by-Step Guide, BEFORE you HIRE a CPA WATCH this (How to Hire A GREAT CPA and the qualities to look for), Should You Hire An Accountant For Your Taxes? - A Quick Guide, 7 Reasons You Need to Hire an Accountant, Hiring Advice: Avoiding Common Hiring Mistakes - Richard Lloyd Accounting Recruitment, Small Business Basics: Financial Management, Accounting vs. Finance: What's the Difference?, Hiring an Accountant for Small Business; how to hire and the 10 questions you must ask first, Turbotax vs Accountant: When Should You Hire a CPA?, What is a CPA, What Do They Do, and Who Needs One? Here's Everything You Need to Know., What happens when your accountant screws up your taxes?
