Sunday's & Business

How To Get The Most Out Of Your CPA

November 12, 2023
minute read

Happy Sunday! Welcome back to SUNDAYS & BUSINESS. This week features Shmulie Munitz Co-Founder of Munitz & Co. LLC , with three easy-to-implement tips on how to Get The Most Out Of Your CPA.

Make your goals clear.

Start by sitting down with your CPA to chat about your wealth dreams. Share the 'what,' 'why,' and 'when' of your financial goals. In this way, your CPA can provide you with the best advice designed specifically for your situation.

Keep in touch.

Don't just say 'hi' to your CPA once a year. Keep the conversation going all year round.

This allows you to ensure that you're on track for tax savings. It also allows you to receive crucial advice before making any big financial moves.

Ask better questions.

Instead of the usual "Can I deduct this," ask "How can I make this deductible?"

Often, with a bit of creative thinking or a small change in behavior, you can uncover deductions you didn't think were possible, 100% legally!

We hope you found this week’s episode insightful and helpful.

Stay tuned for more exciting guests featured on SUNDAYS & BUSINESS and their expert advice on various professions and industries.

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Have a successful week ahead!