Ep. 23 | Choosing The Best Tax Professional

During this episode, we’ll discuss the importance of choosing the best tax professional for your specific needs. We’ll dive into the importance of assessing the elements that make them the best fit, such as technology for communication and file sharing, client data security, tax prep style, and much more. Additionally, we’ll highlight some things to watch out for. Better know the “red flags”.

By the end of this episode, you’ll be equipped with the necessary knowledge to make an informed decision when choosing a tax professional to ensure you receive the best possible outcome for your tax situation. 

You may already have the best team in place already!

Episode Hosts & Guests: 

Christopher Picciurro, CPA, MBA, PFS, ARA

John Tripolsky⁠

Episode Sponsor:  Spotify for Podcasters

Episode Resources: