I have always been self sufficient in managing my finances, never interacting with a financial planner or CPA to understand options for me to minimize taxes or improve the return on my investment capital. I have gradually increased in income, today making over $100k with about $500k invested in stocks. Each year I use H&R Block’s tax software. While it goes through the motions sufficiently to avoid IRS audits, I worry that I am missing out on opportunities to reduce my taxes or better investment my assets.
Does anyone have advice or expertise on when it’s better to involve a financial planner or CPA, either for preparing taxes or just for guidance & advice?
Submitted February 27, 2020 at 07:28PM by sanfrantokyotron https://ift.tt/32xcCVj
