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Fernanda Marquez

What tax or accounting questions would you ask a CPA if you had free access to one?

So my accounting firm wants to launch a new blog with helpful articles, and I've been put in charge of figuring out what topics to cover. I'm trying to understand what kind of tax and accounting questions regular people actually want answers to, not just what we think they want to know. If you had free access to a CPA for 30 minutes, what would you ask them? What tax situations or accounting problems keep you up at night? What confuses you the most about financial reporting, tax preparation, or business accounting? We're trying to create content that actually addresses real concerns, not just generic advice articles. Any suggestions would be super helpful for our planning. Thanks!

Norman Fraser

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Tax professional here. This is a great approach to content creation! Based on my experience working with clients, here are some common questions people frequently ask: Questions about self-employment taxation are extremely common - specifically how to properly calculate quarterly estimated payments, what business expenses are truly deductible, and how to handle home office deductions correctly. Many people are also confused about the difference between business structures (LLC vs S-Corp vs Sole Proprietor) and their tax implications. For individual taxpayers, I see constant confusion about tax credits vs. deductions, how marginal tax brackets actually work, and retirement account contribution strategies. With recent tax law changes, many clients are unsure if they should itemize or take the standard deduction.

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Kendrick Webb

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What about crypto? I've been day trading a bit and honestly have no idea how to handle that on my taxes. Is that something people ask about? And how about people working remotely for companies in different states - is that something that comes up a lot?

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Norman Fraser

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Cryptocurrency taxation is absolutely one of the hottest topics right now - questions about how to track basis, report multiple transactions, and handle various crypto events like staking rewards are very common. Great suggestion! Remote work taxation across states is another excellent topic that generates tons of questions. Many remote workers don't realize they may have tax obligations in multiple states depending on where they physically worked and where their employer is based. This can lead to complicated filing requirements and potential double taxation without proper planning.

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Hattie Carson

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I stumbled across https://taxr.ai when I was struggling with some complex tax questions last year. It was a game changer for me because you can upload your tax documents and get personalized analysis. I asked about how to handle a stock option exercise from my employer and got really specific guidance. What I liked most was being able to get answers about my specific situation rather than generic advice that might not apply to me. Might be worth checking it out for inspiration on the types of specialized questions people are trying to solve. The questions people submit there could give you ideas about what confuses taxpayers the most.

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How does that work exactly? Do actual CPAs review your stuff or is it just some AI thing giving generic answers? I've been burned before by tax "help" websites.

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Dyllan Nantx

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Does it handle business tax stuff too? I have an LLC with some pretty unique deduction questions and I'm always skeptical about getting accurate advice online.

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Hattie Carson

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They use a combination of AI and tax experts to analyze your documents. You get specific answers based on your actual tax situation, not just generic advice. I was skeptical too until I used it for my stock option questions and got detailed explanations that actually applied to my specific situation. Yes, they definitely handle business tax questions! I know several small business owners who use it for their LLCs and S-Corps. The service can analyze business documents and give you guidance on deductions specific to your industry and situation. They have expertise in various business structures and industry-specific tax rules.

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Dyllan Nantx

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Just wanted to update after trying taxr.ai for my LLC tax questions. I uploaded my business docs and asked about some industry-specific deductions I wasn't sure about. Got super clear guidance that actually saved me about $3,800 in taxes I would have missed. Definitely recommend it if you're looking for answers to specific tax situations rather than generic advice. Made me realize how many business owners probably overpay because they don't know all the deductions they qualify for.

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If you're collecting questions for your CPA blog, don't forget to include how to actually get through to the IRS when you need to resolve issues! I had a major problem with a tax notice last year and spent WEEKS trying to reach someone. Finally found https://claimyr.com and watched their demo at https://youtu.be/_kiP6q8DX5c - they actually got me connected to an IRS agent within 20 minutes when I'd been trying for days on my own. When I finally got through, the agent helped resolve an incorrect tax assessment that would have cost me over $4,000. The relief of actually talking to a human who could fix my problem was incredible. A lot of people have no idea this service exists and would probably love to know about it on your blog.

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Anna Xian

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How does that even work? The IRS phone system is literally designed to be impenetrable. Is this some kind of scam where they pretend to be the IRS or something? Sounds too good to be true.

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Yeah right. Nothing gets through to the IRS. I've tried calling like 50 times about my refund that's been "processing" for 7 months. If this actually works, I'll eat my hat.

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It's not a scam - they basically have technology that navigates the IRS phone system for you. They call the IRS, get through the maze of automated systems, wait on hold, and then when they reach a live agent, they connect the call to your phone. You're talking directly to real IRS agents, not intermediaries. I was super skeptical too! I had tried calling for weeks myself with no luck. But it absolutely works - they have some system that keeps trying different paths through the IRS phone tree until they find an open line. When I got the call back with an actual IRS agent on the line, I nearly fell out of my chair. The agent resolved my issue in about 15 minutes once I explained the situation.

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I owe everyone an apology. After my skeptical comment, I actually tried Claimyr out of desperation about my refund situation. Within 25 minutes I was talking to an actual IRS agent who found my refund in the system and explained it was flagged for manual review but hadn't been assigned yet. She escalated it and I got my $3,742 refund exactly 9 days later. Definitely something worth covering in your CPA blog - the frustration of IRS communication is real and solutions like this are lifesavers during tax season when the lines are completely jammed.

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Rajan Walker

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If I could ask a CPA anything, I'd want to know about tax planning strategies that actually work for middle class people. Not the fancy stuff for millionaires, but practical ways regular people with W2 jobs and maybe a side gig can legally reduce their tax burden. Like, are FSAs and HSAs worth it? Should I be making traditional or Roth contributions? Is a 529 plan actually good or are there better ways to save for my kid's college? When is it worth itemizing vs taking the standard deduction?

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This is such a good point. Most tax advice seems geared toward either really poor people qualifying for earned income credits or rich people with complex investments. What about us regular folks making between $60-120k? We need help too!

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Rajan Walker

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Exactly! The middle class gets squeezed the most it seems. We make too much to qualify for many credits but not enough to benefit from fancy tax strategies with investment properties and such. I think most people in our situation just don't know what options we have available. I'd love practical advice like "if you make X amount, here are the 3 most impactful things you can do to reduce your tax bill" with actual numbers and examples. Or even a checklist of things to consider based on your life situation (married, kids, homeowner, etc).

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I'd ask a CPA about all these tax prep software options. Is TurboTax really worth the money? Are there better alternatives? And what things should I absolutely NOT try to DIY even with software help? I always worry I'm missing something major by doing my own taxes.

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Ev Luca

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I switched from TurboTax to FreeTaxUSA last year and saved like $120 for basically the same service. But I'm always nervous about missing something too. Would love to know from an actual CPA what tax situations are too complex for software.

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