Have you had a hard time finding a tax preparer, or been less than happy with the match? Many people make the mistake of picking a tax advisor without asking the right questions, only to face unexpected bills or inadequate service when IRS issues arise.

To help us navigate this, we have Corina Vakira Delugos, MBA, EA. Corina is a financial services professional with over 25 years of experience in tax, mortgage, and insurance planning. In this episode, Corina shares tips on the important questions to ask when choosing a tax professional—from understanding their qualifications and experience to knowing what types of clients they typically serve.

Here are 3 key takeaways from our discussion:

1. Understand Their Specialization and Credentials: Not all CPAs handle personal taxes. It's important to ask about their qualifications and the specific types of clients they usually work with to ensure they align with your needs.

2. Communication and Transparency: Knowing how your tax professional communicates and what they expect from you. This can include their availability during tax season and whether they provide pricing transparency upfront.

3. Proactive Tax Planning: Engage with a tax professional who is forward-thinking and proactive about tax planning. This approach can save you thousands of dollars and make the tax filing process smoother.

🎧 Listen to the full episode to get all the tips on making sure your tax professional is the right fit for you!

Contact Corina - www.keenfinancialsolutions.com

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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.