Feature 2021

Episode 4 – It’s Tax Time. Should You DIY or Hire a Pro? — with Erica James



Do you dread the time of year when you have to file your taxes? Do you feel overwhelmed about how to file or all of the information you need? 

In this episode, Malcolm Ethridge is joined with Erica James, Manager and Client Advisor at SBSB Financial Advisors, and they dive into the conversation about tax time. In this episode, Malcolm and Erica identify when it might be okay for you to DIY your taxes and when you should consider seeing a professional! 

In this episode, you will learn about:

  • The differences between a CPA, EA and Tax Preparer 
  • Making Changes once you have submitted a tax return 
  • Why it is so important to maintain good records 
  • Why you need to do your due diligence when choosing a tax professional
  • And more!

Tune in now as we uncover some important reasons why you might consider doing your taxes DIY or hiring a professional for this once a year activity! 

Resources: MalcomEthridge.com | Malcolm Ethridge | Erica James | SBSB Financial Advisors