Welcome to Season 3!
The revolution is here! The tax code is my map for wealth-building and my CPA is my financial partner! In this episode, CPAs Mike Pine and Kevin Schneider unveil the transformation of their tax firm Pine & Co. CPAs into Revo Taxpayer Advocacy. They’re revolutionizing the approach to tax planning, moving away from traditional CPA roles to become proactive tax-planning and wealth-building partners with clients.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

You can access guest information, relevant websites and contact details, useful links, and more, directly at Hidden Money Podcast

To access bonus tax content, go to Bonus - Hidden Money

To start using the tax code as a tool to grow your wealth, schedule a call with Revo Taxpayer Advocacy

Highlights:
0:00 Introduction to Season 3
-Introduction to Season 3 and the evolution of the tax practice.

0:10 Rebranding Announcement
-Announcement of the rebranding to Revo Taxpayer Advocacy.
-Explanation of the shift from being a traditional CPA firm to revolutionary tax planning advisors.

2:47 Revolutionizing Tax Planning
-Discussion on moving away from the reactive CPA mindset to proactive tax planning.
-The importance of leveraging the tax code to benefit clients.
-Educating the public through Hidden Money Podcast about tax incentives.

7:28 The Role of Revo Taxpayer Advocacy
-The firm's commitment to representing taxpayers, not the IRS.
-Explanation of why the firm is no longer a licensed CPA firm in Texas.
-Emphasis on proactive tax planning and focusing on saving clients money rather than traditional CPA services.

11:58 How to View the IRS
-Clarification that the IRS is not the enemy but a partner in implementing the tax code.
-The importance of educating clients on how to use the tax code for their benefit.
-Discussion on the gray areas of the tax code and how Revo Taxpayer Advocacy navigates these areas for clients.

17:22 Looking Forward to Season 3
-The intention to explore more gray areas of the tax code in Season 3.
-Commitment to continuous improvement and providing better services to clients.

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