Your CPA might be costing you thousands without even realizing it.
For years, I thought I was playing it safe. I’d gather my receipts, meet for an hour, file the return, and write a check. That was it.
But there is a massive difference between someone who files your taxes and someone who helps you build a real tax strategy. A true advisor looks ahead, not just behind.
When I finally sat down with a real tax strategist, he reviewed my past returns and found things we missed. That was money I could have kept, but didn’t, because no one showed me the full picture.
The truth is, most investors have no idea what they are leaving on the table.
If you want to learn how the wealthy actually use the tax code to keep more of what they earn, this is your wake-up call.
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