Do you know the most important questions you should ask your CPA before you complete another tax return or see another year go by that could be costing you extra tax dollars? Get these questions answered now, so that you can take full advantage while you still have time left in this tax year. Here's just a sampling of the areas to discuss with your accountant and financial professionals;
If your current tax and financial professionals have not addressed these issues, imagine what you may be missing out on. These questions should be discussed today, as waiting until next year means maybe paying too much tax this year. Don't wait until next spring to find out you could have done something to reduce your taxes now or that a hidden tax problem could be brewing for your heirs.
Jim Sloan & Associates and Global Financial Private Capital, LLC do not provide tax or legal advice. You should consult your own tax or legal professional on any such matters. If you don’t have one, we could provide a list of several to interview.
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