Why Your CPA May Be Great at Taxes But Terrible at Tax Strategy
In this episode of The Owner’s Playbook, Carol Dewey breaks down an important distinction every business owner needs to understand: tax preparation and tax strategy are not the same thing.
Many business owners rely on their CPA to prepare returns, file forms, meet deadlines, and keep them compliant. Those responsibilities are important, but they do not always reduce future tax burdens or help owners make smarter long-term decisions.
Carol explains why tax preparation looks backward, while tax strategy looks forward. She also shares why proactive planning matters before major decisions are…
The skinny
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