DiscoverBy the BooksNavigating the Complexities of Tax Prep and Practice Management
Navigating the Complexities of Tax Prep and Practice Management

Navigating the Complexities of Tax Prep and Practice Management

Update: 2023-11-02
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Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.

So, how do you know what's right for you?

On this episode of By the Books, Linday welcomes Tosin Omotayo, Founder of Omotayo CPA, to talk about why CPAs are different and why businesses need to understand what exactly they need before hiring anyone with a CPA label.

They also talk about the importance of careful client selection and determining if their situation indeed requires our services. They share insights and recommendations on how to navigate this decision-making process effectively using real-life scenarios.

Plus, they discuss the importance of risk aversion, why, and the implications when seeking tax planning and professional assistance.

To learn more or connect with Tosin, visit: omotayocpa.com

To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650

To connect with Lindsay, visit: Sakline.com

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Navigating the Complexities of Tax Prep and Practice Management

Navigating the Complexities of Tax Prep and Practice Management

Lindsay Kline