A lot of frustration with taxes comes from one misunderstanding.
Автор: Oro Tax Advisors
Загружено: 2026-02-20
Просмотров: 108
Описание:
A lot of frustration with taxes comes from one misunderstanding.
You hired a preparer.
But you expected a planner.
Those are not automatically the same role.
A tax preparer’s job is compliance.
-enter the numbers you provide
-apply the tax code correctly
-file the return accurately
-meet deadlines
-reduce obvious errors
They are working with historical data.
What already happened.
What you already earned.
What you already spent.
A tax planner’s job is strategy.
-look ahead before the year ends
-model different scenarios
-structure entities and compensation
-time income and deductions intentionally
-design moves before they become irreversible
Planning happens before December 31.
Preparation happens after.
It is possible for one person to do both.
It is just not common.
So if you feel like “my accountant never brings me ideas,” ask yourself:
Did you hire someone to file the past, or to design the future?
There is nothing wrong with compliance.
But do not expect strategy from a relationship that was never scoped for it.
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