Businesses – In addition to preparing your returns I also take the time to get to know your business to integrate its operations with your personal situation via tax planning.
Personal – I get to know you and your unique individual situation to assess your current and future tax risks and help you to best determine how to minimize your tax liability and to help put more money into your pocket.
Optimally, you should meet with your CPA at least once a year.
Why?
Your investment in your CPA can pay off in several ways including:
Personal – I get to know you and your unique individual situation to assess your current and future tax risks and help you to best determine how to minimize your tax liability and to help put more money into your pocket.
Optimally, you should meet with your CPA at least once a year.
Why?
Your investment in your CPA can pay off in several ways including:
- Reduction of tax liability
- Ability to maximize cash flow
- Reviewing deductions
- Review of federal and state withholding
- Update of federal and state laws
- Quarterly payment analysis
- Asset purchases/sales