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A tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations. [ 1 ]
Here’s what else you should know about tax advisors.
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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.
Most Americans have very simple tax needs. Their employer handles biweekly withholding, then every April they file for a refund or payment based on their appropriate standard deduction. However ...
Steuerberater (StB) is the professional license for tax advisors in Germany. [1]The provision of tax advisory services is restricted and basically permissible for Steuerberater, Rechtsanwälte (attorneys-at-law) and Wirtschaftsprüfer (certified public accountants) only according to German law.
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.
It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...