Horizon Advisers Unleashed Podcast
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Horizon Advisers is not a subsidiary of nor controlled by Cetera. Tax services are provided by Horizon Advisers. Cetera Advisor Networks does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Advisor Networks does not provide tax nor accounting services. 5455 Corporate Dr. Suite 306 Troy, MI 48098
Horizon Advisers Unleashed Podcast
#198 - When Should You Move from DIY Taxes to a CPA?
In this episode of Horizon Advisers Unleashed, Alex Dinser and Andrew Hinrichs dive into a critical question many taxpayers face: When is it time to stop doing your own taxes and hire a CPA? They break down key signs that indicate you might need professional tax help, from increasing income and complex investments to running a business or dealing with major life changes.
Alex and Andrew also explore how a CPA can help optimize deductions, navigate tax law changes, and provide strategic tax planning beyond just filing a return. Whether you’re a W-2 employee, a business owner, or someone juggling multiple income streams, this episode will help you decide if it’s time to level up your tax strategy.
Tune in for practical insights and expert advice to make sure you’re maximizing your financial potential!
