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What does a tax advisor do?

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What does a tax advisor do?

A tax advisor is a professional who provides tax-related advice to individuals and businesses. Their primary role is to help clients comply with tax laws, minimize tax liabilities, and maximize tax benefits. They may offer services such as tax preparation, strategic tax planning, tax resolution and audit representation, and help clients navigate complex tax issues such as gift and estate taxes, international taxation, and mergers and acquisitions. Tax advisors also stay up-to-date on changes in tax laws and regulations to provide accurate and relevant advice to their clients.

How to identify a good tax advisor?

When looking for a tax advisor, consider several factors, including their credentials, experience, communication skills, and availability. A good tax advisor should have the necessary qualifications, such as a CPA designation or a tax-focused degree. They should also have several years of experience working in the field. Strong communication skills are essential, so they can easily translate complex tax laws into understandable terms. They should also be available to meet with you regularly and address any concerns or questions you may have. Look for a tax advisor who is reliable, trustworthy, and committed to helping you achieve your financial goals.

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Stephen Murphy
Stephen Murphy
July 29, 2017
Trusted, dependable cpa firm, highly recommended!
Chuck Bolotin
Chuck Bolotin
July 26, 2017
I highly recommend Greg Wilson for any accounting or business needs. I have used Greg's services for more than 20 years and found him to be very steady, knowledgeable and professional. In addition, to my complete and happy surprise, Greg found a deduction I was completely unaware of that saved me about $50,000 in taxes!
Bainan Wu
Bainan Wu
July 26, 2017
Excellent tax service. I would highly recommend to everyone. Greg and his staff are all very professional.
David Serna
David Serna
March 29, 2017
Very happy with this firm, if you are a San Diego local in need for a solid CPA you will be happy with these guys