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    tax preparation

    Explore "tax preparation" with insightful episodes like and "Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)" from podcasts like " and "The Money with Katie Show"" and more!

    Episodes (1)

    Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)

    Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)
    Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fees. Welcome back to #RichGirlRoundup, Money with Katie's weekly segment where Katie and MWK's Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcript, show resources, production credits and more can be found at https://moneywithkatie.com/time-for-a-cpa. Reminder: This is not financial advice; please do your own due diligence. Learn more about your ad choices. Visit megaphone.fm/adchoices