5 CPA YouTube Channels to Follow for Better Money Decisions

Financial Horizons: Insights for Building Wealth and Securing Your Legacy

5 CPA YouTube Channels to Follow for Better Money Decisions

By Dr. Jose G. Cardenas, Chief Tax Strategist at The C & R Group, LLC

When it comes to taxes and money, what you don’t know can cost you. The good news? You no longer have to dig through dense IRS publications or pay for expensive courses just to understand the basics.

Today, some of the most practical tax and accounting education is available for free on YouTube—especially from experienced CPAs who teach in plain language. Whether you’re a business owner, a young professional, or simply someone who wants to stop guessing at tax time, the right channels can help you become a more informed decision-maker.

Below are five CPA-focused YouTube channels that consistently share educational content for taxpayers, business owners, and future accountants. Use them as learning tools, not as a substitute for personalized advice.

1. Andrew Argue, CPA

Andrew Argue’s content often focuses on building and growing accounting and tax firms, along with insights on pricing, value, and client relationships.

Why follow?

• Helpful for tax professionals and CPAs who want to improve their business model
• Discusses how to position services, communicate value, and think strategically
• Encourages advisors to move beyond pure compliance work and into planning and advisory

If you’re a tax professional or advisor looking to grow your firm and serve clients at a deeper level, this channel can spark ideas and mindset shifts.

2. Hector Garcia, CPA

Hector Garcia is known for his educational tutorials on QuickBooks, bookkeeping, and practical accounting workflows. His videos are often detailed, screen-based walk-throughs that show you exactly how to perform specific tasks.

Why follow?

• Valuable for small business owners who want to better understand their books
• Great for staff who manage day-to-day accounting and want to sharpen their skills
• Offers practical “how-to” guidance instead of just theory

If you’ve ever felt overwhelmed by accounting software or bookkeeping processes, Hector’s step-by-step style can make things far more manageable.

3. JJ The CPA

JJ The CPA brings a mix of tax education, current updates, and practical commentary—often with an approachable, down-to-earth tone.

Why follow?

• Helps everyday taxpayers and small business owners understand key tax concepts
• Frequently discusses real-world issues like estimated taxes, entity choice, and deductions
• Offers context around how tax law changes may impact you

If you appreciate straight talk and real-world examples, this channel can help you connect the dots between IRS rules and your own situation.

4. Roger CPA Review

Roger CPA Review is geared primarily toward future CPAs preparing for the CPA exam, but many of the explanations can also help non-CPAs understand core accounting concepts.

Why follow?

• Useful if you’re on the path to becoming a CPA or advancing in the accounting profession
• Breaks down technical topics—auditing, financial accounting, taxation—into digestible segments
• Reinforces foundational knowledge that underpins good tax and financial planning

Even if you never sit for the CPA exam, gaining a deeper understanding of accounting principles can make you a more informed investor, business owner, or financial decision-maker.

5. SVA Certified Public Accountants

SVA Certified Public Accountants share content focused on business, tax, and financial topics that commonly affect owners and professionals. Their videos often address planning issues, not just year-end filing.

Why follow?

• Helpful for business owners seeking a broader view of tax and financial strategy
• Covers topics such as succession planning, retirement strategies, and entity structure
• Emphasizes planning ahead instead of reacting at tax time

If you’re building a company or managing significant financial decisions, channels like this can help you think more strategically about the big picture.

How to Use YouTube Tax Content Wisely

While these channels can provide tremendous value, it’s important to approach them with the right mindset:

1. Education, not diagnosis
   YouTube can help you understand concepts—like deductions, entity types, or cash flow—but it cannot fully analyze your unique facts and circumstances.
2. Tax laws change
   A video recorded two years ago may not reflect current law. Always check dates and confirm whether the information is still accurate.
3. Your situation is unique
   What works for one business or family might be completely wrong for another. Be cautious about copying strategies you see online without professional guidance.
4. Use what you learn to ask better questions
   The real power of these channels is that they help you become a more informed client. When you sit down with a tax strategist, you’ll have better questions, clearer goals, and a stronger understanding of the options.

From Information to Strategy

Watching CPA content on YouTube is a great starting point. But information alone doesn’t create a plan—you still need to:

• Coordinate tax decisions with your business structure, income level, and state laws
• Align tax moves with your retirement, insurance, and estate planning
• Evaluate the long-term impact of choices, not just the current-year refund

That’s where professional planning comes in. A tailored strategy ensures that the tips and techniques you learn online are implemented correctly and legally in your specific situation.

Final Thoughts

We’re living in a time when high-quality tax and accounting education is more accessible than ever. Channels like those created by Andrew Argue, Hector Garcia, JJ The CPA, Roger CPA Review, and SVA Certified Public Accountants can help you build confidence, ask smarter questions, and better understand the financial world around you.

But at the end of the day, videos can’t replace personalized planning. When real money, real businesses, and real families are involved, you deserve more than generic advice.

If you’re ready to move from “learning” to implementing a strategy tailored to your goals, that’s where our firm can help.

🔗 Read more at: www.thecrgroupllc.com/blog

📅 Book your consultation: Book a consultation with Dr. Cardenas

About the Author

Dr. Jose G. Cardenas is a retired U.S. Army Finance Officer and the Chief Tax Strategist at The C & R Group, LLC. With a Doctorate in Business Administration and over 20 years of experience in financial strategy and tax planning, Dr. Cardenas helps individuals and business owners protect their wealth and build a legacy. Learn more at www.thecrgroupllc.com

📌 Disclosure

This article is for educational and informational purposes only and is not intended to serve as personalized legal, tax, or investment advice, nor as an endorsement or sponsorship of any specific third-party channel or creator. Tax laws and regulations are complex and subject to change. You should consult with a qualified tax professional about your specific situation before making any decisions. Dr. Jose G. Cardenas, DBA, provides tax advisory services through The C & R Group, LLC. Insurance strategies, including Indexed Universal Life (IUL) and annuity products, may be offered through his role as a licensed financial professional affiliated with Experior Financial Group.

✅ Hashtags

#FinancialHorizons #CPAYoutube #TaxEducation #TaxPlanning #WealthBuilding #FinancialLiteracy #TaxStrategy #TheCRGroupLLC #ExperiorFinancialGroup #VeteranAdvisor #LegacyPlanning #FML100M