As a Millennial, or just a newbie to filing for taxes, the process can be a little

intimidating to you (and your checking account). If you’d confidently categorize

yourself as a novice to tax shenanigans, you’re going to want to meet with a tax
advisor. Yes, an advisor will cost you money, but more importantly an advisor will
save you money; and that’s what you care about at the end of the day, right?
Well, that and not getting audited or accused of tax fraud; so good news, an
advisor will also keep you out of trouble with the IRS.

Now that you are 100% convinced you need to hire an advisor, you need to know
how to find the right one. Just as you would be selective with a doctor, the same
goes for tax advisors; it’s not a one size fits all.

Tax guru and Rich Dad Advisor, Tom Wheelwright CPA, suggests there are
certain questions you should ask on your quest to finding the right tax advisor for
the job. Take these tips on what to ask, to ensure sure you hire the best (and
who’ll get the most money back in your pocket).

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10 QUESTIONS TO ASK A TAX ADVISOR:

1. What is your view of the tax law?

2. Who gets the most advantages of the tax law?

3. What made you want to become a tax advisor?

4. What would you like to know about me?

5. Tell me about your team of advisors.

6. Describe your personal business experience.

7. Tell me about your personal investment strategy.

8. Where did you earn your Masters of Tax degree?

9. Give me three examples of how to reduce the risk of an IRS audit.

10. Tell me your thoughts about asset protection?

BONUS: You already have your 10 free tips on what to ask, but here’s a little
extra just because you deserve it.

Now that you’re all set to ask the right questions, it’s time to switch it up. Your tax
advisor is going to be asking you a lot of miscellaneous things; but what you
need to know is, are they asking you the right questions?

10 THINGS A TAX ADVISOR SHOULD ASK YOU:

1. Tell me about your dreams and goals.

2. Describe your current and projected family situation.

3. Describe your relationship with your spouse and your children.

4. Describe your current and projected investments.

5. Describe your current and projected business situation.

  ©  2016  -­‐  The  Rich  Dad  Advisors  -­‐  All  Rights  Reserved      
 6. Explain your philosophy of tax reduction.

7. What would you like to learn about the tax laws?

8. How do you learn best? Auditory, visual, tactile, or kinesthetic?

9. In a perfect world, how would you like to work with your CPA?

10. Who are the other members of your team?

With these questions under your belt, you can pat yourself on the back and
celebrate no longer being a novice in the world of taxes! You’re all set to find the
right tax advisor, and enjoy the rewards of your extra efforts, which will be a big
fat tax return.

If you are looking for more tax advice from Rich Dad Advisor, Tom Wheelwright,
read his book Tax-Free Wealth, or visit ProVision.

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