How to Vet Your CPA Before It’s Too Late

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Sometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice. In this episode, Rob shares a jaw-dropping true story about a business owner preparing to sell his company, only to be told by his CPA team that he’d owe 50% in taxes. The problem? The math, and the understanding behind it, was completely wrong.

Here’s what we discuss in this episode:

💻 The danger of overreliance on tax software without critical thinking

🚩 Why “just trust us” is a red flag

⚠️ A real-world CPA blunder that could have cost six figures

🔍 How to vet your professional team for alignment and competence

🤝 The value of having all your advisors collaborate together

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