{"id":16,"date":"2025-10-27T15:10:51","date_gmt":"2025-10-27T15:10:51","guid":{"rendered":"https:\/\/realwealthadvisors.com\/?page_id=16"},"modified":"2026-01-07T21:53:56","modified_gmt":"2026-01-07T21:53:56","slug":"faqs","status":"publish","type":"page","link":"https:\/\/realwealthta.com\/?page_id=16","title":{"rendered":"Tax FAQs"},"content":{"rendered":"<style>.kb-row-layout-id16_524fee-39 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id16_524fee-39 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id16_524fee-39 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);max-width:1400px;margin-left:auto;margin-right:auto;padding-top:var(--global-kb-spacing-4xl, 8rem);padding-bottom:var(--global-kb-spacing-4xl, 8rem);grid-template-columns:minmax(0, 1fr);}.kb-row-layout-id16_524fee-39{background-image:url('https:\/\/realwealthta.com\/wp-content\/uploads\/2025\/11\/Tax_FAQs_Hero.png');background-size:cover;background-position:36% 74%;background-attachment:scroll;background-repeat:no-repeat;}.kb-row-layout-id16_524fee-39 > .kt-row-layout-overlay{opacity:0.30;background-color:#000000;}@media all and (max-width: 1024px){.kb-row-layout-id16_524fee-39 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id16_524fee-39 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id16_524fee-39 alignnone kt-row-has-bg animated fadeIn fast wp-block-kadence-rowlayout\"><div class=\"kt-row-layout-overlay kt-row-overlay-normal\"><\/div><div class=\"kt-row-column-wrap kt-has-1-columns kt-row-layout-equal kt-tab-layout-inherit kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column16_244c0c-08 > .kt-inside-inner-col,.kadence-column16_244c0c-08 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column16_244c0c-08 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column16_244c0c-08 > .kt-inside-inner-col{flex-direction:column;}.kadence-column16_244c0c-08 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column16_244c0c-08 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column16_244c0c-08{position:relative;}@media all and (max-width: 1024px){.kadence-column16_244c0c-08 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column16_244c0c-08 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column16_244c0c-08\"><div class=\"kt-inside-inner-col\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_2fbf51-f8, .wp-block-kadence-advancedheading.kt-adv-heading16_2fbf51-f8[data-kb-block=\"kb-adv-heading16_2fbf51-f8\"]{text-align:center;font-weight:600;font-style:normal;font-family:Roboto;}.wp-block-kadence-advancedheading.kt-adv-heading16_2fbf51-f8 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_2fbf51-f8[data-kb-block=\"kb-adv-heading16_2fbf51-f8\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_2fbf51-f8 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_2fbf51-f8[data-kb-block=\"kb-adv-heading16_2fbf51-f8\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<h1 class=\"kt-adv-heading16_2fbf51-f8 animated zoomIn slow delay-100ms wp-block-kadence-advancedheading has-white-color has-text-color\" data-kb-block=\"kb-adv-heading16_2fbf51-f8\">TAX FAQs<\/h1>\n<\/div><\/div>\n\n<\/div><\/div>\n\n<style>.kb-row-layout-id16_2866e6-d1 > .kt-row-column-wrap{align-content:start;}:where(.kb-row-layout-id16_2866e6-d1 > .kt-row-column-wrap) > .wp-block-kadence-column{justify-content:start;}.kb-row-layout-id16_2866e6-d1 > .kt-row-column-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:var(--global-kb-gap-md, 2rem);max-width:1400px;margin-left:auto;margin-right:auto;padding-top:var(--global-kb-spacing-xl, 4rem);padding-right:var(--global-kb-spacing-xs, 1rem);padding-bottom:var(--global-kb-spacing-xl, 4rem);padding-left:var(--global-kb-spacing-xs, 1rem);grid-template-columns:repeat(2, minmax(0, 1fr));}.kb-row-layout-id16_2866e6-d1 > .kt-row-layout-overlay{opacity:0.30;}@media all and (max-width: 1024px){.kb-row-layout-id16_2866e6-d1 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}@media all and (max-width: 767px){.kb-row-layout-id16_2866e6-d1 > .kt-row-column-wrap{grid-template-columns:minmax(0, 1fr);}}<\/style><div class=\"kb-row-layout-wrap kb-row-layout-id16_2866e6-d1 alignnone animated fadeIn fast wp-block-kadence-rowlayout\"><div class=\"kt-row-column-wrap kt-has-2-columns kt-row-layout-equal kt-tab-layout-row kt-mobile-layout-row kt-row-valign-top\">\n<style>.kadence-column16_2a124b-4e > .kt-inside-inner-col,.kadence-column16_2a124b-4e > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column16_2a124b-4e > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column16_2a124b-4e > .kt-inside-inner-col{flex-direction:column;}.kadence-column16_2a124b-4e > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column16_2a124b-4e > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column16_2a124b-4e{position:relative;}@media all and (max-width: 1024px){.kadence-column16_2a124b-4e > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column16_2a124b-4e > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column16_2a124b-4e\"><div class=\"kt-inside-inner-col\"><style>.kt-accordion-id16_f21ee9-74 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id16_f21ee9-74 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;background:#ffffff;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:0px solid #0b4d65;border-right:0px solid #0b4d65;border-bottom:2px solid #0b4d65;border-left:0px solid #0b4d65;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:#ffffff;color:#444444;padding-top:14px;padding-right:10px;padding-bottom:6px;padding-left:16px;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74 .kt-blocks-accordion-header:focus-visible{color:#444444;background:#ffffff;border-top-color:#0b4d65;border-top-style:solid;border-right-color:#0b4d65;border-right-style:solid;border-bottom:2px solid #0b4d65;border-left-color:#0b4d65;border-left-style:solid;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id16_f21ee9-74 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#333333;background:#ffffff;border-top:0px solid #e46b19;border-right:0px solid #e46b19;border-bottom:2px solid #e46b19;border-left:0px solid #e46b19;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#333333;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#333333;}.kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_f21ee9-74:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}@media all and (max-width: 1024px){.kt-accordion-id16_f21ee9-74 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:0px solid #0b4d65;border-right:0px solid #0b4d65;border-bottom:2px solid #0b4d65;border-left:0px solid #0b4d65;}}@media all and (max-width: 1024px){.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74 .kt-blocks-accordion-header:focus-visible{border-top-color:#0b4d65;border-top-style:solid;border-right-color:#0b4d65;border-right-style:solid;border-bottom:2px solid #0b4d65;border-left-color:#0b4d65;border-left-style:solid;}}@media all and (max-width: 1024px){.kt-accordion-id16_f21ee9-74 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:0px solid #e46b19;border-right:0px solid #e46b19;border-bottom:2px solid #e46b19;border-left:0px solid #e46b19;}}@media all and (max-width: 767px){.kt-accordion-id16_f21ee9-74 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id16_f21ee9-74 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}.kt-accordion-id16_f21ee9-74 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:0px solid #0b4d65;border-right:0px solid #0b4d65;border-bottom:2px solid #0b4d65;border-left:0px solid #0b4d65;}.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id16_f21ee9-74 .kt-blocks-accordion-header:focus-visible{border-top-color:#0b4d65;border-top-style:solid;border-right-color:#0b4d65;border-right-style:solid;border-bottom:2px solid #0b4d65;border-left-color:#0b4d65;border-left-style:solid;}.kt-accordion-id16_f21ee9-74 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id16_f21ee9-74 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:0px solid #e46b19;border-right:0px solid #e46b19;border-bottom:2px solid #e46b19;border-left:0px solid #e46b19;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id16_f21ee9-74 kt-accordion-has-8-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-none kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"true\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-2 kt-pane16_9e9ede-7a\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What\u2019s the difference between tax preparation and tax planning?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_8431b3-2d, .wp-block-kadence-advancedheading.kt-adv-heading16_8431b3-2d[data-kb-block=\"kb-adv-heading16_8431b3-2d\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_8431b3-2d mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_8431b3-2d[data-kb-block=\"kb-adv-heading16_8431b3-2d\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_8431b3-2d img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_8431b3-2d[data-kb-block=\"kb-adv-heading16_8431b3-2d\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_8431b3-2d wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_8431b3-2d\">Tax preparation focuses on accurately filing your return for the past year. In contrast, tax planning looks ahead to identify opportunities to reduce your current and future tax burdens, aligning your tax strategy with your broader financial goals.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/realwealthta.com\/wp-content\/uploads\/2025\/11\/Tax_Planning_vs_Preparation.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Tax Planning vs. Tax Preparation \u00bb<\/strong><\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane16_c5b961-09\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>How often should I meet with my tax advisor?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_79e997-eb, .wp-block-kadence-advancedheading.kt-adv-heading16_79e997-eb[data-kb-block=\"kb-adv-heading16_79e997-eb\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_79e997-eb mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_79e997-eb[data-kb-block=\"kb-adv-heading16_79e997-eb\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_79e997-eb img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_79e997-eb[data-kb-block=\"kb-adv-heading16_79e997-eb\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_79e997-eb wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_79e997-eb\">We recommend meeting at least twice a year\u2014once during tax season and again in the fall to review changes in income, investments, or life events that could impact your taxes.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane16_e9c6b0-3b\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>Do recent tax law changes affect me?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_51acce-5a, .wp-block-kadence-advancedheading.kt-adv-heading16_51acce-5a[data-kb-block=\"kb-adv-heading16_51acce-5a\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_51acce-5a mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_51acce-5a[data-kb-block=\"kb-adv-heading16_51acce-5a\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_51acce-5a img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_51acce-5a[data-kb-block=\"kb-adv-heading16_51acce-5a\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_51acce-5a wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_51acce-5a\">Tax laws change frequently, and even minor updates can have a big impact. Our team stays up to date on evolving tax legislation and proactively reviews how each change may affect your unique situation.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Download our <strong><a href=\"https:\/\/realwealthta.com\/wp-content\/uploads\/2026\/01\/RWTA-2026-Tax-Facts_web.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Spring 2026 Tax Facts Quick Reference Sheet \u00bb<\/a><\/strong><\/p>\n\n\n\n<p>Download our <a href=\"https:\/\/realwealthta.com\/wp-content\/uploads\/2025\/11\/RWTA_2025_Tax_Facts_web.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Fall 2025 Tax Facts Quick Reference Sheet \u00bb<\/strong><\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane16_bbd7ca-30\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What types of clients do you typically work with?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_0fe2c5-07, .wp-block-kadence-advancedheading.kt-adv-heading16_0fe2c5-07[data-kb-block=\"kb-adv-heading16_0fe2c5-07\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_0fe2c5-07 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_0fe2c5-07[data-kb-block=\"kb-adv-heading16_0fe2c5-07\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_0fe2c5-07 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_0fe2c5-07[data-kb-block=\"kb-adv-heading16_0fe2c5-07\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_0fe2c5-07 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_0fe2c5-07\">We primarily serve business and rental property owners, professionals, retirees, and mid-net-worth individuals who want proactive, coordinated tax strategies that integrate with their overall financial plans.<br><\/p>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-263d19d0c1a676032a8ff01b4271d31d\" style=\"color:#e46b19\"><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane16_957d2e-81\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>How can tax planning help me save money long term?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_555b04-a1, .wp-block-kadence-advancedheading.kt-adv-heading16_555b04-a1[data-kb-block=\"kb-adv-heading16_555b04-a1\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_555b04-a1 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_555b04-a1[data-kb-block=\"kb-adv-heading16_555b04-a1\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_555b04-a1 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_555b04-a1[data-kb-block=\"kb-adv-heading16_555b04-a1\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_555b04-a1 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_555b04-a1\">Effective tax planning identifies opportunities to minimize taxes over time through strategic deductions, income timing, investment choices, and entity structures that align with your goals.<br><\/p>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-263d19d0c1a676032a8ff01b4271d31d\" style=\"color:#e46b19\"><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-7 kt-pane16_75e946-9a\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What documents should I bring to my first meeting?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_372845-03, .wp-block-kadence-advancedheading.kt-adv-heading16_372845-03[data-kb-block=\"kb-adv-heading16_372845-03\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_372845-03 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_372845-03[data-kb-block=\"kb-adv-heading16_372845-03\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_372845-03 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_372845-03[data-kb-block=\"kb-adv-heading16_372845-03\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_372845-03 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_372845-03\">We\u2019ll provide a detailed checklist, but you\u2019ll typically need to bring your prior-year tax returns, current pay stubs, investment summaries by account type, and details about major financial events or life changes that you want to plan for.<br><\/p>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-263d19d0c1a676032a8ff01b4271d31d\" style=\"color:#e46b19\"><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-8 kt-pane16_19ed04-db\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>Can you work directly with my personal financial advisor?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Absolutely. In fact, that\u2019s what sets us apart. We believe in true coordination between your tax and financial planning teams to ensure every decision supports your larger wealth strategy. We currently work with several financial advisors in the area.<\/p>\n\n\n\n<p>Looking for a Financial Advisor, <a href=\"https:\/\/www.realwealthadvisors.com\" target=\"_blank\" rel=\"noreferrer noopener\">visit Real Wealth Advisors to find out more \u00bb<\/a><br><\/p>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-263d19d0c1a676032a8ff01b4271d31d\" style=\"color:#e46b19\"><\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n\n<style>.kadence-column16_fbf68f-09 > .kt-inside-inner-col,.kadence-column16_fbf68f-09 > .kt-inside-inner-col:before{border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;}.kadence-column16_fbf68f-09 > .kt-inside-inner-col{column-gap:var(--global-kb-gap-sm, 1rem);}.kadence-column16_fbf68f-09 > .kt-inside-inner-col{flex-direction:column;}.kadence-column16_fbf68f-09 > .kt-inside-inner-col > .aligncenter{width:100%;}.kadence-column16_fbf68f-09 > .kt-inside-inner-col:before{opacity:0.3;}.kadence-column16_fbf68f-09{position:relative;}@media all and (max-width: 1024px){.kadence-column16_fbf68f-09 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}@media all and (max-width: 767px){.kadence-column16_fbf68f-09 > .kt-inside-inner-col{flex-direction:column;justify-content:center;}}<\/style>\n<div class=\"wp-block-kadence-column kadence-column16_fbf68f-09\"><div class=\"kt-inside-inner-col\"><style>.kt-accordion-id16_856fb2-30 .kt-accordion-inner-wrap{column-gap:var(--global-kb-gap-md, 2rem);row-gap:8px;}.kt-accordion-id16_856fb2-30 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;background:#ffffff;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);}.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:0px solid #0b4d65;border-right:0px solid #0b4d65;border-bottom:2px solid #0b4d65;border-left:0px solid #0b4d65;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;background:#ffffff;color:#444444;padding-top:14px;padding-right:10px;padding-bottom:6px;padding-left:16px;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30 .kt-blocks-accordion-header:focus-visible{color:#444444;background:#ffffff;border-top-color:#0b4d65;border-top-style:solid;border-right-color:#0b4d65;border-right-style:solid;border-bottom:2px solid #0b4d65;border-left-color:#0b4d65;border-left-style:solid;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion--visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle ) .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#444444;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger, body:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger{background:#444444;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:hover .kt-blocks-accordion-icon-trigger:before, body:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:after, body:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}.kt-accordion-id16_856fb2-30 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{color:#333333;background:#ffffff;border-top:0px solid #e46b19;border-right:0px solid #e46b19;border-bottom:2px solid #e46b19;border-left:0px solid #e46b19;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basiccircle ):not( .kt-accodion-icon-style-xclosecircle ):not( .kt-accodion-icon-style-arrowcircle )  > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#333333;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger{background:#333333;}.kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:after, .kt-accordion-id16_856fb2-30:not( .kt-accodion-icon-style-basic ):not( .kt-accodion-icon-style-xclose ):not( .kt-accodion-icon-style-arrow ) .kt-blocks-accordion-header.kt-accordion-panel-active .kt-blocks-accordion-icon-trigger:before{background:#ffffff;}@media all and (max-width: 1024px){.kt-accordion-id16_856fb2-30 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}}@media all and (max-width: 1024px){.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:0px solid #0b4d65;border-right:0px solid #0b4d65;border-bottom:2px solid #0b4d65;border-left:0px solid #0b4d65;}}@media all and (max-width: 1024px){.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30 .kt-blocks-accordion-header:focus-visible{border-top-color:#0b4d65;border-top-style:solid;border-right-color:#0b4d65;border-right-style:solid;border-bottom:2px solid #0b4d65;border-left-color:#0b4d65;border-left-style:solid;}}@media all and (max-width: 1024px){.kt-accordion-id16_856fb2-30 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:0px solid #e46b19;border-right:0px solid #e46b19;border-bottom:2px solid #e46b19;border-left:0px solid #e46b19;}}@media all and (max-width: 767px){.kt-accordion-id16_856fb2-30 .kt-accordion-inner-wrap{display:block;}.kt-accordion-id16_856fb2-30 .kt-accordion-inner-wrap .kt-accordion-pane:not(:first-child){margin-top:8px;}.kt-accordion-id16_856fb2-30 .kt-accordion-panel-inner{border-top:0px solid transparent;border-right:0px solid transparent;border-bottom:0px solid transparent;border-left:0px solid transparent;}.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header{border-top:0px solid #0b4d65;border-right:0px solid #0b4d65;border-bottom:2px solid #0b4d65;border-left:0px solid #0b4d65;}.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header:hover, \n\t\t\t\tbody:not(.hide-focus-outline) .kt-accordion-id16_856fb2-30 .kt-blocks-accordion-header:focus-visible{border-top-color:#0b4d65;border-top-style:solid;border-right-color:#0b4d65;border-right-style:solid;border-bottom:2px solid #0b4d65;border-left-color:#0b4d65;border-left-style:solid;}.kt-accordion-id16_856fb2-30 .kt-accordion-header-wrap .kt-blocks-accordion-header:focus-visible,\n\t\t\t\t.kt-accordion-id16_856fb2-30 > .kt-accordion-inner-wrap > .wp-block-kadence-pane > .kt-accordion-header-wrap > .kt-blocks-accordion-header.kt-accordion-panel-active{border-top:0px solid #e46b19;border-right:0px solid #e46b19;border-bottom:2px solid #e46b19;border-left:0px solid #e46b19;}}<\/style>\n<div class=\"wp-block-kadence-accordion alignnone\"><div class=\"kt-accordion-wrap kt-accordion-id16_856fb2-30 kt-accordion-has-9-panes kt-active-pane-0 kt-accordion-block kt-pane-header-alignment-left kt-accodion-icon-style-none kt-accodion-icon-side-right\" style=\"max-width:none\"><div class=\"kt-accordion-inner-wrap\" data-allow-multiple-open=\"true\" data-start-open=\"none\">\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-3 kt-pane16_34590c-8b\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What happens if I get audited?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_6287a4-0a, .wp-block-kadence-advancedheading.kt-adv-heading16_6287a4-0a[data-kb-block=\"kb-adv-heading16_6287a4-0a\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_6287a4-0a mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_6287a4-0a[data-kb-block=\"kb-adv-heading16_6287a4-0a\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_6287a4-0a img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_6287a4-0a[data-kb-block=\"kb-adv-heading16_6287a4-0a\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_6287a4-0a wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_6287a4-0a\">If the IRS has questions, you won\u2019t have to face them. We\u2019ll review the notice, represent your interests, and keep you informed throughout the process with clarity and confidence.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-8 kt-pane16_bfc86a-f1\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>How do you stay current with tax law changes?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Our team continuously monitors federal and state tax updates, follows court decisions, attends over 40 hours of professional training annually, and reviews IRS guidance to ensure that every recommendation we make reflects the most current rules and opportunities.<\/p>\n\n\n\n<p>Download our <strong><a href=\"https:\/\/realwealthta.com\/wp-content\/uploads\/2026\/01\/RWTA-2026-Tax-Facts_web.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Spring 2026 Tax Facts Quick Reference Sheet \u00bb<\/a><\/strong><\/p>\n\n\n\n<p>Download our <a href=\"https:\/\/realwealthta.com\/wp-content\/uploads\/2025\/11\/RWTA_2025_Tax_Facts_web.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Fall 2025 Tax Facts Quick Reference Sheet \u00bb<\/strong><\/a><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-4 kt-pane16_d532a7-25\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What\u2019s the benefit of working with a CPA versus using tax software?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\"><style>.wp-block-kadence-advancedheading.kt-adv-heading16_6f434c-93, .wp-block-kadence-advancedheading.kt-adv-heading16_6f434c-93[data-kb-block=\"kb-adv-heading16_6f434c-93\"]{font-style:normal;}.wp-block-kadence-advancedheading.kt-adv-heading16_6f434c-93 mark.kt-highlight, .wp-block-kadence-advancedheading.kt-adv-heading16_6f434c-93[data-kb-block=\"kb-adv-heading16_6f434c-93\"] mark.kt-highlight{font-style:normal;color:#f76a0c;-webkit-box-decoration-break:clone;box-decoration-break:clone;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;}.wp-block-kadence-advancedheading.kt-adv-heading16_6f434c-93 img.kb-inline-image, .wp-block-kadence-advancedheading.kt-adv-heading16_6f434c-93[data-kb-block=\"kb-adv-heading16_6f434c-93\"] img.kb-inline-image{width:150px;vertical-align:baseline;}<\/style>\n<p class=\"kt-adv-heading16_6f434c-93 wp-block-kadence-advancedheading\" data-kb-block=\"kb-adv-heading16_6f434c-93\">Software can file a return but can\u2019t see the big picture. A CPA provides strategic guidance, ensures accuracy, identifies missed opportunities, and helps you make informed decisions that align with your long-term financial goals.<\/p>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-263d19d0c1a676032a8ff01b4271d31d\" style=\"color:#e46b19\"><\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-5 kt-pane16_2350af-16\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>How do business owners benefit from proactive tax planning?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>For business owners, proactive planning can uncover significant savings through entity structure, timing of income and expenses, and retirement or benefit strategies\u2014all tailored to maximize tax efficiency.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-6 kt-pane16_31b712-a7\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What\u2019s the difference between a tax deduction and a tax credit?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>A deduction reduces your taxable income, while a credit directly reduces the tax you owe dollar for dollar. Both are valuable, but credits provide a greater dollar-for-dollar benefit.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-7 kt-pane16_814535-f1\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>Can you help with estate or inheritance tax planning?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Yes. We collaborate closely with estate planners and financial advisors to ensure your legacy is structured to minimize taxes and pass on wealth efficiently and intentionally.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-kadence-pane kt-accordion-pane kt-accordion-pane-9 kt-pane16_37dfd9-58\"><div class=\"kt-accordion-header-wrap\"><button class=\"kt-blocks-accordion-header kt-acccordion-button-label-show\" type=\"button\"><span class=\"kt-blocks-accordion-title-wrap\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_plus kt-btn-side-left\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><line x1=\"12\" y1=\"5\" x2=\"12\" y2=\"19\"\/><line x1=\"5\" y1=\"12\" x2=\"19\" y2=\"12\"\/><\/svg><\/span><span class=\"kt-blocks-accordion-title\"><a>What should I do if I receive a notice from the IRS or state?<\/a><\/span><\/span><span class=\"kt-blocks-accordion-icon-trigger\"><\/span><\/button><\/div><div class=\"kt-accordion-panel kt-accordion-panel-hidden\"><div class=\"kt-accordion-panel-inner\">\n<p>Don\u2019t panic, and don\u2019t ignore it. Contact us right away. We\u2019ll review the notice, explain what it means, and respond appropriately to resolve the issue as smoothly as possible.<\/p>\n<\/div><\/div><\/div>\n<\/div><\/div><\/div>\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>TAX FAQs<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-16","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/realwealthta.com\/index.php?rest_route=\/wp\/v2\/pages\/16","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realwealthta.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/realwealthta.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/realwealthta.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/realwealthta.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=16"}],"version-history":[{"count":35,"href":"https:\/\/realwealthta.com\/index.php?rest_route=\/wp\/v2\/pages\/16\/revisions"}],"predecessor-version":[{"id":336,"href":"https:\/\/realwealthta.com\/index.php?rest_route=\/wp\/v2\/pages\/16\/revisions\/336"}],"wp:attachment":[{"href":"https:\/\/realwealthta.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=16"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}