Are You Mistaking Tax Filing for Tax Planning?

Are You Mistaking Tax Filing for Tax Planning?

For many people, tax season simply means sending documents to a preparer and waiting for the return to be filed. But this annual ritual often gets confused with something far more valuable: tax planning. So, what’s the difference? Tax Filing Looks Back. Tax Planning Looks Ahead. A tax preparer—whether a CPA, Enrolled Agent (EA), or […]

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