I want my CPA/Tax Advisor to look at things holistically.  In looking at taxes I want them not only think about how to pay as little taxes as necessary but also look at taxes and how they will affect a person purchasing a home.  Do not write off all the taxes possible so you show you only make 10K when in reality the person made 80K.  They shoot themselves in the foot to be able to purchase / refi in the future.  Additionally, this can effect a person's social security income as well.  Not paying FICA taxes can hurt you as you have one less income stream in retirement.  This is just a few items I have run into as a financial planning specialist.