What is Your #1 Piece of Advice to Clients in 2020?

I was asked to contribute to this online article as posted by Intuit for other tax professionals.

My tip:

“We find that our business and individual clients are still confused about how the TCJA affects various issues, such as their overall tax liabilityentity structureretirement benefits and deductible expenses. We will continue to encourage strong communication and engagement with our team of professionals. Our clients are comforted when they see that we are there to support them as advisers and that we are not just “all about taxes.””

I would have loved to have written a full article on this, but given “limited real estate” I felt that I would just remind everyone that Communication is Key!

Read full article

And click through for our related blog posts on:

Informational Blog Posts for Our Clients

Tax Minimization Plans

Entity Selection & Business Planning

Retirement Planning

Deductible Business Expenses

Charitable Giving and the Value of Volunteering Your Time

Our team continues learning new skills and reviews opportunities for tax saving strategies under the new law, the TCJA to bring added value to our client meetings, and we’ve been doing this for over 25 years.

If you need help with your accounting, want to create a tax minimization plan, want to discuss your business growth plan or your finances, are concerned about retirement goals or need to be held accountable for your 90 day action plan, contact us for a complimentary discovery session or book an appointment to just get started.

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