Random Thoughts from Uncle Dale: CPAs and Financial Planners

If you do mainly freelance or educational interpreting during the school year and freelance in the summer or VRS and have an Etsy store or…

You should really consider sitting down with a financial planner and a CPA.

It costs money.

Its also worth it. Specifically with all the changes in the tax code that are dropping on folks like like an apartment would if revisions in the building codes happen the same way the Trump tax cuts did (the very wealth would be fine. The rest of us would get crushed).

Anyway.

The amount you can save usually more than makes up for the up-front costs.

But you have to remember finding the right CPA or financial planner is like finding the right counselor or doctor or lawyer.

You have to play the field. One date is not a relationship.

If you have a CPA and you don’t feel they are working hard enough in your best interest then break-up and find someone new. See other people and don’t settle for less than you deserve.

When you find the one you really like, the one that works for you, then swipe right.

Author: uncledalesrules

These blogs (I have two) began as a series of sayings I use to teach interpreting workshops, and political diatribes on Facebook. They moved from Facebook to this blog site: 1. as a way to remove them from my head (cuts down on the noise in there); and, 2. to give a better home to both my "less serious and satire laden posts" and my "more serious and satire laden posts." I guess it's up to you to decide which is which.

One thought on “Random Thoughts from Uncle Dale: CPAs and Financial Planners”

  1. Dale for over 30 years I did my own taxes, and not sure how good I did but it cost me most of the time with mistakes and such. Then about 6 years ago I found a great tax man (and his staff) in Bountiful, which from Riverton I have to pack a lunch to meet with them. They have done both my personal and my business taxes for that 6 year period, I have not have issues since. In fact they went back the first year for 3 years and got me money back that I had paid plus some more! So with that said, I found my personal one who not only saves me money but is well worth the cost of his or their services. They are worth all that they cost and then a whole lot more!

    On Wed, Apr 10, 2019 at 12:07 AM Uncle Dale’s Rules for Interpreters wrote:

    > uncledalesrules posted: “If you do mainly freelance or educational > interpreting during the school year and freelance in the summer or VRS and > have an Etsy store or… You should really consider sitting down with a > financial planner and a CPA. It costs money. Its also worth it.” >

    Like

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