“Am I missing any tax savings opportunities?”
“Are my life goals on track?”
“How do recent tax changes affect me and my family?”
“What’s the best way to save or pay for college?”
“Should I start a business?”
“Where can I find answers about my finances from someone I can trust?”
A CPA spends years preparing for moments just like these.
You’ve probably heard people talking about working with a CPA, especially at tax time, but many people are not