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Reply to "New job and way more money"
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[quote=Anonymous]Depends on what you are holding. If you are mainly a W2 family there’s not much a tax planner can help with, you just need a decent tax preparer to leverage the minimal deductions you can take. . However if you have investments that are tax complex you need a planner who specializes in that. For us we have a lot of real estate, and utilize SBLOCs. Our tax planner is well worth the expense (BTW they are usually $300/hr) as they save us way more than they cost. so what you need is a tax planner if you have income sources other than w2s. But you need one that specializes in your particular wealth growth strategy. [/quote]
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