• 137 \\ Volume vs. Value: Lessons from My Dentist on Choosing the Right Tax Advisor

  • 2024/09/09
  • 再生時間： 17 分
  • ポッドキャスト

137 \\ Volume vs. Value: Lessons from My Dentist on Choosing the Right Tax Advisor

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  • Have you ever thought your dentist and tax preparer could have something in common? In this episode, I share a surprising realization I had during my recent dentist visit. We’ll dive into the big difference between quick, volume-based services and those that offer a personalized, advisor-level experience.

    I’ll walk you through my son’s speedy dental appointment versus my own eye-opening visit to a specialized dentist who took the time to educate and care for me in a whole new way. This got me thinking about how many of us choose tax preparers who rush through our returns, missing key strategies that could save us money.

    Tune in to hear why the right advisor matters—whether it’s for your teeth or your taxes—and how working with someone who truly cares can make all the difference. Don't miss this episode; it might just change the way you look at your service providers!

    Next Steps:

    ☎️ Find out how much you're overpaying in taxes every year! Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/

    📧 Contact Me --> hello@phillipsbusinessgroup.com

    📲 Follow me on IG @ the.tiffany.p.cpa
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あらすじ・解説

Have you ever thought your dentist and tax preparer could have something in common? In this episode, I share a surprising realization I had during my recent dentist visit. We’ll dive into the big difference between quick, volume-based services and those that offer a personalized, advisor-level experience.

I’ll walk you through my son’s speedy dental appointment versus my own eye-opening visit to a specialized dentist who took the time to educate and care for me in a whole new way. This got me thinking about how many of us choose tax preparers who rush through our returns, missing key strategies that could save us money.

Tune in to hear why the right advisor matters—whether it’s for your teeth or your taxes—and how working with someone who truly cares can make all the difference. Don't miss this episode; it might just change the way you look at your service providers!

Next Steps:

☎️ Find out how much you're overpaying in taxes every year! Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa
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