The Difference Between a Tax Preparer and a Tax Strategist

Most business owners have a tax preparer. They hand over a shoebox of receipts (or a messy QuickBooks file) in March, and the preparer tells them how much they owe in April.

This is a purely reactive approach. A tax preparer's job is simply to put the right numbers in the right boxes to keep you compliant with the IRS.

What is a Tax Strategist?

A tax strategist, on the other hand, is proactive. They look at your business before the year ends. They ask questions like:

• Are we utilizing the optimal corporate structure?
• Can we accelerate depreciation on new equipment?
• How can we structure your compensation to minimize payroll taxes?

The ROI of Strategy

While a strategist might cost more upfront than a standard preparer, the return on investment is often massive. A good strategist doesn't cost you money; they find you money by legally reducing your tax burden.

If you're tired of surprises at tax time, it's time to upgrade from a historian to a forward-looking advisor. Schedule a free consultation with ProBooks Financial to see how much you could be saving.