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  • Writer's picturePatra Francis, EA

Already have a CPA?

Hi all,

I know what you’re thinking….

I already have an accountant or CPA!

They do my taxes, so I’m covered.

But thank you.

Well…. when you hear this story…. well… let me just say….

Make sure you’re sitting down.

I was just speaking with a colleague of mine (I work with some of the top tax experts in the country).

She had a client who didn’t want to switch accountants.

It was actually a family member.

They said, ok. We’ll have you help us with tax planning.

But we want to keep our current accountant for tax preparation.

So they got started.

In just a few weeks, my friend found out they’d been overpaying in taxes by over $125,000.


Yes, this was a CPA.

Yes, this was a friend.

But just because someone can prepare taxes, doesn’t mean they know how to PLAN.

And if you’re not 100% certain, isn’t it worth a few minutes of your time?

Let’s talk.

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