Given rapidly changing tax laws, not to mention the growing and increasingly complex demands for smart, long-range financial planning, managing your money isn’t anywhere as simple as it used to be. That being the case, you may well find yourself in frequent need of expert advice. A certified public accountant can provide that advice and much, much more.
Among the services a qualified CPA can offer:
- help obtain a business/personal loan
- file business and/or personal taxes
- advice on tax planning
- strategic, long-range financial advice
- advice on insurance issues
- consistent, long-term record-keeping
Successful business owners will no doubt readily understand and appreciate the assistance a CPA can offer—e.g., tax preparation, formulating a business plan, and/or setting up an effective bookkeeping/accounting system. But what if you don’t own a business? How can a CPA help you, personally?
A CPA can also help you design a personal financial plan that will enable you to live well within your means, give you advice on individual savings and the best way to set up college funds for the kids, and formulate a comprehensive retirement plan—providing guidance on and managing everything from pensions to IRAs and investments.
In other words, forming an ongoing relationship—business or personal—with a licensed, certified public accountant can provide peace of mind, save time and effort you might have spent struggling with complex tax or money issues on your own, and help you build a secure financial foundation, present and future.