My partner and I are self-employed and we've been doing our own taxes but we're making mistakes and losing money and we can't agree on whether to hire help because they think it's worth learning to do it right ourselves and I think we should pay professionals and focus on what we're good at.
More people experience this than they realize.
Partners must reconcile different philosophies about self-reliance, expertise, and resource allocation when tax complexity exceeds their comfort zone.
“Where Are You with Taxes — philosophy and navigation?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.