No Stupid Questions@lemmy.world · 9 months ago

What do you call a CPA and Tax Advisor?

njordomir@lemmy.world to

No Stupid Questions@lemmy.world · 9 months ago

Location: USA

I need advice on investments. I want someone to do my taxes, or at least advise me.

I’ve always done my own taxes and managed my investments. I’m looking for someone to help me with investment strategy. I know to look for a fiduciary as they are required to act in my interest. I also want to talk to someone who can help me leverage and optimize investment losses that I might experience to offset my income.

Obviously I’m not looking for an actual name or business. I’m just not sure what the business name or job title is for someone who does all of this so I can locate someone locally. Basically what is a CPA combined with an investment advisor called? Or how do I get my investment advisor and tax preparer to collaborate on strategy?

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9 months ago
Also this.

An investment advisor should help with your investment portfolio and strategies

A cpa will know the tax code and how to wrangle those losses to offset gains

And yes it may require having them together on a phone call to sort things out

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