What is an advisor?

‘Oh yes I have one. I have a tax person. I take all of my tax documents in once a year, I sit in their office while they prepare my taxes, we chit chat a bit, and then I pay my bill and say farewell until next year.’

What I just described above is a tax preparer. A tax preparer will prepare, calculate your tax, and file your return. A tax advisor provides personalized tax strategies to reduce tax for years to come. They engage with their client on a regular timely basis throughout the entire year. As professionals, they are uniquely qualified to provide long-term in-depth assistance to businesses and individuals.

Tax advisors also do all of the compliance work in preparing, calculating, and filing your taxes. In addition they provide immense value to their clients and can truly be a difference maker for business owners. Find yourself an advisor and see the difference today.