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- Filing tax returns
- Financial planning for your next life stage
- Business and investment advice
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Why book a tax advisor through Airtasker?
Finding a tax advisor can be incredibly helpful - it takes some stress out of tax season, their expertise can help you save money and time, and they can answer your questions, especially when it’s your first time dealing with a certain kind of tax. Don’t know where to start looking for a qualified and trusted tax specialist nearby? You’ve come to the right place. Airtasker helps you find, vet, and book a tax advisor within minutes!
First, tap the “Post a task” button. Fill out the task form with your location, budget for the job, and the kind of assistance you need. You can post your questions on inheritance tax, for example, or say that you want help filing tax returns for your business.
Next, tap “Get quotes” and wait for the offers to flood your screen. Carefully go through each offer, and feel free to read through the reviews and ratings that other clients have provided. Once you find a Tasker you like, click to confirm your appointment. Get your tax concerns sorted out today!
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Top Tax Advisor related questions
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.
What do tax advisor / agents services include?
When you hire a local tax advisor to assist you with your tax returns or give year-round advice, you can expect a trained and experienced financial expert. They can help you minimise the taxes you need to pay and help you comply with local and international standards. The exact services they may offer may vary depending on their expertise and your situation, but the following is a list of what these Taskers can usually do for you:
Filing tax returns
A tax advisor can typically take on the job of helping you file your tax returns, whether you are an individual or a corporate entity. Since tax advisors often start as accountants, you can usually expect them to be very familiar with this process. But unlike an ordinary accountant, a good tax advisor can usually optimise your tax rate to lower your burden, identify risks and opportunities, advise you on the latest rules and regulations, and so on.
Need help organising receipts for your tax returns? You can request a Tasker to do this for you.
Financial planning for your next life stage
Whether you’re planning to start a business, get hitched, start a family, get divorced, or retire, a tax advisor can help you make sound and legal financial decisions. This can also apply to those who have been thrust into their next life stage, such as children who have recently inherited property from their parents or newly widowed partners who need to navigate inheritance tax. Taskers can also help you minimise your tax liability during your eventual retirement.
Business and investment advice
A good tax advisor doesn’t just help you file your taxes. They provide year-round advice and keep an eye on your tax situation so that you don’t run into risks, forget a requirement, or miss out on an opportunity to lessen your tax burden.
When it comes to business decisions, a tax advisor can also help you merge with another firm, acquire another company, and manage capital gains taxes. If you are being investigated for irregularities in your books, a tax investigation specialist can guide you through this situation and represent your company in front of the tax authorities.
Tax advice isn’t the only kind of assistance you can get through Airtasker. You can also hire top-rated virtual assistants who can help ease your workload and optimise your business.