Four Ways a CPA Could Help Wealth Management Clients

Financial advisors get trained in taxes, of course, but they often just get a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation, here’s four reasons how: 1. Let’s face it – taxes...

The Cost of Doing Your Own Taxes

Doing your own taxes is frustrating: finding the forms, deciphering the instructions, finding your paperwork, doing the math, figuring out what needs to be attached, worrying about a tax audit.    What you may not realize is that doing your own taxes also costs you...