Introducing https://t.co/StlF5oGb5M (@findcpaco)
So many people struggle to find a good CPA. This is why I built FindCPA.
It's a platform that allows you to find a licensed professional who can help you with taxes, accounting, or audits
It's super simple to use:
1) You can enter your zip code, browse the directory and find someone. Contact them directly, no sign up needed.
2) OR, as a CPA, I know what makes a good CPA. I also have a big network of CPAs. That's why you can fill out a free concierge form, and I will match you with 1 CPA who is the best fit for your needs. No spam, ever.
But there's more...
If you died tomorrow, would your family know how to access everything?
Banking, crypto, brokerages, your laptop...
Here's how to build your "When I Die" binder in under 10 minutes:
2 in 3 households own a home, yet most have no idea how homeownership taxes work.
If you own a home (or plan to), here are some tax tips that will save you thousands:
Your dad invests $100K in the S&P 500. 20 years later, it’s worth $500K.
If he sells, the IRS takes ~$60-80K in capital gains taxes.
If he passes away and you inherit it, IRS will get $0.
Here's how smart families use step up in basis:
Vanguard has 3 funds that can replace your savings account with a higher yield and better tax benefits.
1. $VUSXX
2. $VBIL
3. $VMSXX
Here are the details:
You don’t want a big tax refund. It's NOT free money.
It's a loan with 0% interest for the IRS, not you.
Here's why a refund is a bad thing (and how to fix it):
Your savings account is very tax inefficient.
Your 3.6% yield becomes 2.1% because of federal, state, city and NII taxes.
Here's a list of more tax efficient options:
🚨IMPORTANT: A new tax bill can unlock up to $30,000 in additional deductions for homeowners and high earners in 2025.
This change can significantly reduce your tax bill.
Here are the details:
You could make $150,000/year and pay $0 in taxes.
This is because the tax code favors investors, not W-2 employees.
Let me explain how it works (and how you could live tax-free):
BoA, Chase and Wells Fargo pay you 0.01% while earning BILLIONS off your money.
But there are many ways to make 3.7%+ safely and not get robbed by them.
Here are 5 much better options: