Find a professional tax advisor near you

Though this may vary from case to case, you’ll usually need to provide identification information, a copy of your most recent tax return, wage statements, additional income statements, real estate documents, and proof of expenses. If putting all these together is a bit too much for your schedule, you can hire a document filing assistant through our platform, too. 

An accountant is usually tasked with monitoring and analysing a company’s finances. They also advise on optimising cash flow, which may include assistance with taxes. Meanwhile, a tax advisor is usually an accountant who goes on to specialise in taxation. This can cover a variety of areas, like international and property tax. Since there are many laws and regulations that cover taxes, it is nearly impossible for a general accountant to give in-depth advice on taxes.

In general, yes, you can do your tax returns by yourself, especially if you are well-versed in the ins and outs of taxation or don’t have your own business. Still, it doesn’t hurt to have a personal tax advisor lend a hand if ever you’re unsure. Are you planning to put up a small business? You can hire a Tasker to help with small business tax management. They can help you navigate the documents and processes you’ll need to comply with. 

Suppose you are going through a significant life milestone, such as marrying your partner, getting divorced, planning to start a family, receiving an inheritance, or putting up a business. In that case, it’s wise to seek tax advice from a specialist near you. For example, a local tax advisor can help you understand the laws and technicalities that may surround your new inheritance. 

It depends. Some financial advisors can advise on specific tax issues or help clients prepare tax returns, but they may not be as knowledgeable on taxation as an actual tax advisor. If you need both tax advice and general financial advice, you can post a request for a tax advisor who can take on both. 

Usually, a tax advisor should have a bachelor’s degree in an accounting, taxation, or finance-related field. In countries like the UK, prospective accountants will need to get an ACCA qualification and have three years’ work experience. After some years of experience in their field and continuing education courses (to maintain their credentials), they can typically offer their services as a tax advisor.