Dec 17 2024 59 mins 1
**Episode 12 was also released today, don’t forget to check out our conversation with Olivia Sharp on all things Home, Auto, and Liability Insurance**
In this second edition of ME & MONEY for this week, Matt and Elliott sit down with 3 Tax Experts as we enter the beginning of tax season for those 2024 Returns.
With our special guests Alicyn McLeod, Ashley Francis, and Logan Graf, we touch on a few key points you should think about while determining whether you’ll self-file, or look to hire a CPA for this upcoming tax season.
We discuss:
- Common mistakes self-filers make
- The value of working with a CPA
- What to expect in terms of cost for a tax filing
- Why it can be hard to find a CPA
- Questions to ask as you search for a CPA
- And much more!
You can follow our guests at the links below:
Alicyn McLeod: https://www.linkedin.com/in/alicynmcleod/
Ashley Francis: https://www.linkedin.com/in/ashley-francis-seattle/
Logan Graf: https://www.linkedin.com/in/logangraf/
Have a question for a future show topic?
Matt Fizell, CFP® can be reached by email at [email protected] or at www.planwithharmony.com
Elliott Appel, CFP® can be reached by email at [email protected] or at www.kindnessfp.com
You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9
DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice.
Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”).
However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party.
When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment.
Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted.
Kindness is a registered investment adviser authorized to do business in Wisconsin and Washington, and in other jurisdictions where exempted.
Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services.
Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance.
Podcast Intro Music Credit:
Inspiring Optimistic Upbeat Energetic Guitar
Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987
Released by: Oleg Mazur https://soundcloud.com/fm_freemusic
Music promoted by https://www.chosic.com/free-music/all/
