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Latest / The Small Change Big Gains Podcast

Episode 23- How to Hire a Good Accountant

What qualities do you look for in an accountant?

Filing taxes can be one of the most nerve-racking responsibilities of the year. The more complex your situation is, the more nerves can fire.

BUUUTTT- working with a diligent accountant, can relieve MUCH of the stress.

Wealth Advisors get asked a lot as to what to look for when hiring an accountant. Or the infamous, “Do you know a good accountant?”

The answer is subjective because everyone’s situation, needs, and wants, may be a little different. When vetting an accountant here are some factors to consider.

1) Credentials

2) Find an accountant…

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