Many clients see their CPA's at tax time, when the main focus is on completing and filing their tax return. As
a result, they
take the opportunity to ask
questions about long-term tax planning or about
other important financial concerns.
The good news is that we are available to you throughout the entire year. We have a full- time, year-round staff of experts with extensive expertise in a broad range of financial areas. We?re ready when you are to take the time to properly review your financial situation, helping you understand your options and make the best decisions. We?re also here in an emergency to help address unexpected financial concerns.
Examples of events that require attention as it pertains to your tax situation:
- Change in employment or marital status
- Starting a business
- New addition to your family
- Loss in your family
- And much more.
These are events in life that we all experience at some point and it is imperative that we have financial and tax experts to assist us with the complex tax details that result from the changes in our lives.