Pick a Tax Professional
When Choosing a CPA
Make sure the CPA offers the services you want and need
Not all accounting services are fee-based and they shouldn’t be. Plenty of CPAs offer FREE AUXILIARY CLIENT SERVICES SUCH AS CUSTODIAL REVIEWS, annuity check-ups, retirement planning checklists, beneficiary form audits, IRA strategy assistance, and other important planning services to help benefit you, your family, and your heirs.
Financial Planning and Tax Services
Financial planning and tax services go hand in hand while the retirement distribution planning component has become more CRITICAL than ever before. Do you have the right accountant? Does your CPA or accounting firm offer all the tax, financial, and retirement planning services YOU NEED? Not all CPAs and CPA firms are tax, financial, and retirement distribution planning specialists, but those affiliated with America’s Tax Solutions are.
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