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In January 2016, H&R Block launched Block Advisors, a service that provides year-round consumer tax preparation. [59] The company has opened about 350 Block Advisor offices. [ 60 ] Its advisors include certified public accountants , enrolled agents, or have been certified by H&R Block as master tax advisors.
In the United States, the titles "tax advisor" and "tax professional" are generic terms describing several occupations focused on minimizing tax risk and counseling clients on financial management to limit total tax paid. [10] Generally, tax advisors can be divided into three types: tax return preparers, Certified Public Accountants (CPAs), and ...
James Renacci was born December 3, 1958, in Monongahela, Pennsylvania, the son of Anna Marie (Sasko), a nurse, and Evo Renacci, a railroad worker. [5] [6] Renacci earned a degree in business administration from Indiana University of Pennsylvania and became a Certified Public Accountant and financial advisor.
In addition to an advisor, you may also want to work with a tax professional to find ways to lower your tax burden based on your specific financial situation. Show comments. Advertisement.
A recent survey conducted by Qualtrics for Intuit Credit Karma found that more than a third of taxpayers rely on their tax refunds to make ends meet. That rate was even higher, 50%, among millennials.
Financial advisors help to build investment portfolios for different goals and may also assist with things like budgeting, insurance, tax strategy, estate planning and more.
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