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Question for my tax professionals

I posed this question to my spouse who is a retired a CPA who was the Biltmore and family tax preparer.

Find you an up to date qualified tax advisor.
I appreciate the reply. I have one that I have used for nearly 15 years, but I still try to be as informed as possible so I can ask relevant questions, and make my own decision on how risk tolerant I would like to be. I’m the one that will ultimately be audited.
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