Frustrated with Your CPA? It Might Be Because You Expect the Wrong Thing


Terra Firma Newsletter March 2025 by Marketing Terra Firma

Are you frustrated with your CPA, wondering why they never help you save on taxes? The truth is, most CPAs focus on compliance—looking backward to ensure accurate filings—not on proactive tax strategies that reduce your liability. If you’re a high-income earner, you may have outgrown what a traditional CPA can do for you. In this issue of The Wealth Mavericks Insider, we dive into the key differences between tax preparation and tax planning, and why a tax strategist is essential for maximizing your savings. Plus, don’t miss our featured Wealth Mavericks episode, where experts reveal how to stop overpaying the government and start keeping more of what you earn! Watch or listen now on YouTube, Apple Podcasts, or Spotify. 🚀

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