Who is on your financial team?
Updated: Jul 24
Some roles will need multiple professionals; it is often helpful for your CPA to work with your financial planner/advisor when it comes to retirement planning. It is often helpful for your CPA to work with your trust/estate attorney when it comes to estate planning.
Services that I offer that can help with your financial goals include:
• Tax planning
• Individual and business tax preparation
• Budgeting
• Trust/estate tax preparation
Link to infographic:
Who is on your financial team
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