What Is The Difference Between A Tax Strategist And A Tax Advisor?

VIDEO TRANSCRIPTION – What is the difference between a tax strategist and a tax advisor? Hi, I’m Steven D. Cooper, also known as Coach Coop with Coopers Accounting Service, because your financial freedom matters. 

If you’d like to learn more great tax tips, download our popular financial guide at our website, yourfinancialfreedommatters.com, or click on the link below.

We had a client a couple years ago that owed the IRS close to $50,000. They were just rattled, nervous, frustrated because they knew they didn’t owe this type of money. So when they came into our office, they sat down with a team of our tax professionals.

We fixed a couple of years and by us fixing these other years, we knew exactly what the problem is, why they owed all this money. As a result of this, we amended their tax returns as well as their business tax returns. Right now, instead of them owing $50,000, the IRS owes them close to $22,000.

A tax advisor is someone that just what you information that you give to them garbage in garbage out. A tax strategist, we sit down and analyze where are your holes at, what should have been done, why it should have been done. 

And that’s how we assist our clients not only with their business, but taking them to the next level with great financial slash tax advice as well too.

For more easy financial tips, sign up for a financial newsletter by going to yourfinancialfreedommatters.com or click on the link below this video. You can also download our financial guide as well. 

If you’d like a free 20-minute Smart Money consultation, give us a call at 562-436-2600. Well again, I’m Steven D. Cooper, also known as Coach Coop with Cooper’s Accounting Service. 

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