108. Good Marketing, Bad Tax Strategy: How to Protect Yourself from Fake Tax Strategists
Manage episode 454086101 series 3326865
Today’s episode is a spicy one. In this solo episode, Kimberly is giving the raw, unfiltered and honest truth about all of the unqualified advisors out there marketing their tax strategy. She exposes how dangerous it can be to go with the cheapest option, what type of unlicensed “tax advisors” are out there, and the red flags to look for to spot a gimmick. If you’re a business owner thinking about working with a tax strategist or CPA firm, you need this super real episode!
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