Tax Preparer Vs. Tax Advisor: What’s the Difference?

January 29, 2025 / Kristin Gunderson

A tax preparer helps you file your taxes accurately and ensures compliance with tax laws. They focus on tasks like:

  • Filing returns
  • Identifying deductions and credits

A tax advisor provides year-round guidance to minimize your tax burden and optimize your financial strategy. Their services include:

  • Tax planning
  • Strategic financial advice

Key Differences:

Tax PreparerTax Advisor
Focus on filing taxesFocus on tax strategy
Works seasonallyOffers year-round support

If you need help filing, a tax preparer will do the job. For long-term tax planning, a tax advisor is the better choice.

Watch the Full Video Here: https://www.youtube.com/watch?v=RlMLEc5bpKw

Want help with your taxes? Schedule a discovery call today! https://app.acuityscheduling.com/schedule.php?owner=14522012&appointmentType=62563958

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