14 - What to Look for in a Tax Accountant

In this episode of Peeling Back Money and Life, Casey and Mike talk about what to look for in a tax accountant. They discuss the qualities of a good tax accountant and the importance of choosing the right type of tax professional, like CPAs or enrolled agents. The hosts also talk about the significance of industry specialization, client feedback, and reviews when choosing an accountant. They give tips on interviewing an accountant and provide questions to ask during the process. The episode covers fee structures, the benefits of working with other professionals, and the pros and cons of doing taxes yourself or hiring a professional. Listeners are encouraged to review their current tax approach and make changes if needed. RESOURCES Taxes Made Simple: Income Taxes Explained in 100 Pages or Less (Financial Topics in 100 Pages or Less) by Mike Piper Turbo Tax H&R Block