First, you want to find a tax professional who is as intense about tax as you are about your business. They should be bursting with ideas and creatively looking for ways to legally save your money from the tax collector.
Second, they should be a good fit for you. Your tax advisor will have access to some of your most personal information. They must be someone you'd enjoy having as part of your wealth team and someone with whom you would be comfortable sharing details about your family, business, and income.
Third, they absolutely cannot be afraid of the IRS. Request specific examples of how they handle audits. You're looking for someone who will handle all communication with the IRS on your behalf.
Fourth, they should be on fire about helping you maximize your legal deductions. Remember: Every dollar you spend in taxes is a dollar you cannot spend personally or invest. The right tax advisor will help you keep more of your own money.
Want to learn more about how you can make way more money and pay way less in tax? Book a call with the team at TFW Advisors® today!