What Complexities Drive the Need for a Sophisticated Tax Advisor?

Diane DeCesare of Drucker & Scaccetti is a member of XPX Philadelphia
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Filing taxes can be complicated and burdensome. There may come a time when what was once a plain vanilla tax return becomes too complex to file on your own or even for your current tax preparer. Sophisticated tax advisors can be crucial in assisting with complicated tax planning and compliance issues. Engaging a sophisticated tax advisor can save time, reduce stress, avoid errors, and uncover potential tax savings. Many situations can trigger a need to seek help, but today we will look at five (5) of the more common signs you may need to engage a more sophisticated tax advisor.

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Updated: February 8th, 2022

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