On this week’s episode of the Tax Rep Network Podcast, we have Marcelino Dodge joining us. For those of you listening who don’t already know, Marcelino is the President of Cash Tracks Financial, a firm that provides personalized professional tax, insurance, and investment services to individuals and businesses. Additionally, he’s the voice of the Tax Answers Advisor Podcast, where he offers insight and planning tips.
Today, Marcelino is here to discuss a topic that is particularly hot: helping taxpayers work better with a tax professional.
To begin the conversation, Marcelino states what important qualities someone should look for in a tax professional, such as finding someone who is an Enrolled Agent. He mentions that while CPAs do great work, not all CPAs specialize in tax. Further, there are different levels of commitment when searching for tax assistance. For example, there are year-round businesses, individuals who only work a few months out of the year, and some who only open their offices a day or two a week.
The point is argued that it may be in your best interest—depending on your specific situation—to find a tax professional who is at the top of their game and knows the industry inside and out. This, of course, means someone who dedicates their full time to staying up-to-date on trends and how the tax world is constantly evolving.
If you’ve ever wondered whether or not you have the best tax professional on your side, this episode of the podcast is for you. Listen now!
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