EPISODE · Nov 11, 2025 · 15 MIN
DIY Tax Filing vs. Hiring a Tax Professional: How to Decide
from The Fiscal Physical Retirement Podcast · host Aaron & Ryan
Filing your own taxes can be fast, cheap, and educational. Hiring a professional can save you money and reduce errors when your situation gets complex. In this episode, Ryan maps out exactly where the line is between the two, based on what is actually in your return, not just how you feel about it.Simple W-2 income, standard deduction, no dependents or investment accounts? Software probably handles it fine. Self-employment income, rental properties, a major life change, or retirement account withdrawals with different tax treatments? A CPA earns their fee. Ryan also makes the case that proactive tax planning, not just annual filing, is where working with a professional adds the most long-term value. This is education, not tax advice; consult a CPA about your specific situation.Find "Your Fiscal Physical" the book on AmazonIf you have suggestions or feedback, please email us at: [email protected], as always, Stay the Course!
Embed this episode
What this episode covers
Filing your own taxes can be fast, cheap, and educational. Hiring a professional can save you money and reduce errors when your situation gets complex. In this episode, Ryan maps out exactly where the line is between the two, based on what is actually in your return, not just how you feel about it. Simple W-2 income, standard deduction, no dependents or investment accounts? Software probably handles it fine. Self-employment income, rental properties, a major life change, or retirement accoun...
NOW PLAYING
DIY Tax Filing vs. Hiring a Tax Professional: How to Decide
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.