Why I Hire BOTH Tax Strategy Pros & CPAs at My Tax Firm

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Many tax and accounting firms prefer to hire either Enrolled Agents or CPAs, but not all will hire both. Since each professional brings different skills to the table, most firms limit themselves to just one side of the equation. This often shapes the kind of services and support clients can expect.

Karlton Dennis is the CEO of Tax Alchemy, a boutique tax strategy firm that serves business owners, investors, and high-income professionals across the country. His firm is known for providing clients with advanced tax strategies as well as dependable compliance services. This reputation has made Tax Alchemy a trusted resource for people who want to take control of their financial future.

In this video, Karlton shares insights about the tax industry and how different professionals contribute to client success. He breaks down the unique value each type of expert offers and how they work to support business owners and individuals alike. Viewers will gain a clearer understanding of how tax professionals operate and what to look for when choosing a firm.

CHAPTERS:
0:00 Intro
1:00 What is an Enrolled Agent?
3:15 What is a CPA?
5:32 Why I Hire Both Tax Strategy Pros and CPAs at My Tax Firm
7:09 Tax-Free Millionaire Summit Promo
7:46 The Impact of Having Both EAs and CPAs at My Firm
8:39 Should You Continue Working with Your Current CPA?
9:38 Why Don’t More People Understand the Differences Between CPAs and EAs?
10:34 Outro

*Disclaimer: I am not a financial advisor nor am I an attorney. This information is for entertainment purposes only. It is highly recommended that you speak with a tax professional or tax attorney before performing any of the strategies mentioned in this video. Thank you.

#karltondennis #taxalchemy #taxstrategy