If you receive all of your income by W-2, most tax filing software will likely give you results similar to what you would get if you had filed through a CPA, but for 1099 employees or those with mixed income sources, having the guidance of a professional can make a world of difference. Nathan speaks with CPA, John Briggs, Founder of Incite Tax, about the value of using a CPA for certain tax filers, some non-tax accounting services offered by CPAs that you can take advantage of, common tax deduction myths, and much more.
Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: John Briggs, CPA; Air Date: 10/31/2025; Original Air Date: 1/6/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!