If your only touchpoint with a CPA is dropping off documents in March, you’re doing tax prep, not tax planning. In this episode, Mike and Kevin show how proactive tax strategy, in-year moves (made before December 31) can change your facts and legally lower your tax.
You’ll learn:
Tax planning vs. tax preparation (and why planning must come first)
How to find a CPA/ tax strategist who meets with you before filing season
Smart year-end moves for W-2 high earners and the self-employed
Using investments (e.g., oil & gas) to repurpose taxes into your portfolio
How planning can restore phased-out credits and compound savings
Ready to change your facts and your tax? Book a free consultation at Revo Tax
Disclaimer: This is meant to be educational content only; not tax, legal, or investment advice.
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