Posts Tagged ‘tax office’

The Indispensable Man

My last post on questions wealthy people ask their accountant struck an unexpected cord. It also uncovered a serious problem that has plagued this blog since the beginning. The majority of bloggers come from one of two camps: they write a blog while in retirement or write while working for retirement. Blogging is a lot…

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Inflection Point

The past week has been an interesting one around the Wealthy Accountant world and all I can think of to explain it is. . . Put up or shut up. The best way to tell this story is to go back to the beginning. Long time readers know I opened shop without knowing I opened…

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Never Miss a Charitable Deduction Again

The Wealthy Accountant is turning into a vibrant community. Readers share their stories helping me do my job of teaching you, kind readers, how to live a joyful life without money problems. Readers also do things your favorite accountant cannot. For example, you would never ask me anything about IT. On my best days I…

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Starting a Successful Seasonal Tax Preparation Business

Readers of this blog are always looking for a side hustle. Seasonal tax preparation is a perfect fit for many early retirees. A small tax preparation business allows for an earlier retirement as the side income can easily be enough to live on for even a modestly frugal person. Another large reader demographic involves the…

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Finding a Good Accountant

The topic of finding a qualified tax professional is common in my mailbox. There is no pat answer for each request so I generally ignore them. Another common request is for a referral if I am too busy. It is true I only accept a small fraction of the requests for service, but the good…

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Organize Your Life to Maximize Net Worth and Minimize Taxes

The following post is based on a presentation I gave at Camp Mustache SE in Gainesville, Florida on January 15, 2017. There are several ways to convince someone to speak at your event. Stephen Baughier used the most sure-fire method ever. Stephen noticed I wrote a blog post back in August listing some people I…

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Treat Taxes Like a Game

Life in the accounting business can be difficult at times. Clients are as close to friends as you can get without actually being friends. You know all the details of their private lives. I know a divorce is imminent many times before the spouse does. I get details on illnesses in the family. I have…

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