Optimal Finance Daily · Saturday, August 15, 2026
ESI of ESI Money highlights that his CPA saves him money by staying current with tax laws and identifying applicable deductions he might otherwise miss. He provides an example of how a CPA suggested donating appreciated stock to avoid capital gains taxes, saving him several hundred dollars.
“They stay up to date on the seemingly endless number of tax law changes and know all the tax breaks that apply to my situation.”
“By doing it the former way, I would avoid taxes on the capital gains, thus saved me several hundred dollars.”
“Likewise, each year I put together a list of what I think are possible deductions. They never seem to fail at coming up with one or more that I hadn't thought of, thus saving me even more.”