The False Sense of Security
Let’s be honest. DIY tax software is appealing for a reason.
It feels fast. It feels affordable. It asks simple questions, gives you progress bars, and makes tax filing feel like you are just clicking your way through a checklist. For a lot of people, that worked perfectly fine for…
Most high-income business owners make the same expensive mistake.
They run their operating business in one silo, hold their rental properties in another, and let their tax return reflect that separation. The business has its CPA file. The rentals have a depreciation schedule. The real planning never happens.
That is a problem.
Real wealth is…