• Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA

  • Apr 2 2024
  • Length: 27 mins
  • Podcast
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Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA

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    Hunter Kelly, CFP and Wendy Barlin, CPA discusses the differences between tax preparation and tax planning, emphasizing the importance of understanding tax laws and maximizing benefits for small business owners and individuals. She highlights the need for education in tax matters and the value of seeking professional advice for tax planning. Wendy also touches on the changing demographics of clients seeking tax services and stresses the significance of setting clear expectations with clients.

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