One of the key distinctions between CPAs and certified tax planners is their approach to tax planning.
CPAs are often likened to crime scene investigators, drawing a chalk outline around a tax return and providing a retrospective analysis of what happened.
While this can be valuable for understanding past tax liabilities, it does not necessarily help individuals minimize their tax burden in the future.
Certified tax planners, on the other hand, work collaboratively with clients to develop tax strategies that align with their financial goals and leverage available tax incentives to lower their taxes year over year.
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