20 Questions to Ask Your Tax Advisor in 2025

In an increasingly complex tax environment, having a reliable tax advisor is no longer a luxury — it’s a strategic necessity. Yet many businesses and investors fail to get the full value from their advisors simply because they don’t ask the right questions. Knowing what to ask is the first step to ensuring your advisor is aligned with your goals and protecting your wealth effectively.

A productive conversation starts with fundamental questions such as: what tax changes are expected this year, and how might they affect my business or portfolio? It’s also crucial to ask about available deductions, incentives, and tax benefits specific to your industry or investment profile — and how to apply them correctly to avoid compliance risks.

Another key area is legal and ownership structure. Ask whether your current business structure is the most tax-efficient and if there are better alternatives such as holding companies, trusts, or international planning strategies. When properly designed, these structures can lower tax burdens and enhance legal security.

Finally, don’t shy away from sensitive topics like compliance, audit prevention, and succession planning. Your tax advisor should not only solve past problems but also serve as a strategic partner to help you build a stable financial future. In 2025, asking the right questions leads to smarter decisions.