If you’ve been ‘ghosted’ by your CPA, you’re not alone. The accounting industry is undergoing significant changes. Big tech is snapping up CPAs left and right, early retirement is becoming the new norm, and for the CPAs that are left, uninviting work environments and gruelling hours at traditional firms make it hard for these professionals to meet every client’s needs—or return your calls. 

In this episode of Own Your Wealth, host Jason reveals the real reasons why a traditional CPA may not be your best choice for proactive, comprehensive tax planning support, especially if you have a high income or complex tax needs. 

Listen now to learn:

• Why traditional CPAs prioritize compliance over careful planning
• Practical advice for individuals and businesses looking for a new CPA
• The best time of year to start your CPA search
• How Cook Wealth’s CPAs approach tax planning and optimization
• And more

Resources:

• Linkedin: Cook Wealth 
• Cook Wealth 

Connect with Jason: 

• Linkedin: Jason Deshayes

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