Your Tax Preparer Should Be More Than Just a Form Filler

Author

Luke Templin
March 05, 2025

The Mind 🧠 of a CFO

Read time: 3:00 minutes

Welcome to The Mind of a CFO newsletter. This newsletter is designed to provide entrepreneurs with financial clarity to grow their businesses profitably.

In less than three minutes, you will learn one actionable insight into each issue, which dives deeper into my Inc. column.

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Tax season is here, and we dropped a blog post with practical tips to help business owners navigate it smoothly. We cover everything from staying organized to planning so you’re not scrambling come April. You can check out the full article here.

But let’s zoom in on one of the most important points: Your tax preparer should do more than file your return.

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The Right Tax Preparer = A Micro-Scale CFO

If your business is pulling in less than $1 million in revenue, you might not be in the market for a fractional CFO—but that doesn’t mean you don’t need strategic financial guidance. A good tax preparer should act as a micro-scale version of a CFO, helping you plan, not just look backward at what you owe.

At a minimum, they should meet with you in the Fall to strategize before year-end. But if you’re considering any major financial moves in 2025—like expanding, hiring more staff, or making big equipment purchases—you’ll want to schedule a meeting before June.

Why? Because getting a second financial mind involved in your decision-making can surface ideas you might not have thought about. Maybe there’s a tax credit you didn’t realize you qualified for or a different way to structure your purchases that saves you money. The earlier you have those conversations, the more options you have.

Don’t Settle for a "Once-a-Year" Tax Preparer

If your tax person only pops up around filing season, they do the bare minimum. A good tax preparer proactively helps you save money and make smarter financial decisions all year. If yours isn’t doing that, it might be time to find someone who will.

For more tax season tips, check out the full blog post here. And if you need help finding an accountant who goes beyond tax prep, let’s talk.

Thanks for reading, Luke Templin!

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