Every tax professional out there has access to the same strategies, so why would you choose one tax professional over another? The simple answer is, we don’t usually choose the people we work with based on what they know, where they went to school, or even what car they drive. We choose to work with people who we relate to and who we perceive as being helpful to us.
We like to save our clients money, but how is that helpful to the client if they didn’t know? We strive to give all of our clients a written plan to help them see where they can save the most money on taxes – which is the highest expense anyone has to pay. The reason we prefer to write your plan down is because we know that at some point, circumstances will change, and you will have to find someone else who can help you with your taxes. I want you to know, that if I was hit by a bus on the way to the store, that you still have all the information you need to keep your strategy going and you won’t loose any time trying to find the information for your next tax professional.
If you would like a written tax plan, complete with strategies to save you money, give us a call or schedule and appointment today.