It’s April 16th, the day after tax filing day. Most taxpayers will breathe a sigh of relief and not think about their taxes again until next year. But successful people know that wealth accumulation and effective tax planning go hand in hand, and the right CPA can help facilitate this.
With tax season now behind us, the professionals at Laciak>cpa encourage you to think about the following aspects of your financial well being:
- Are you planning a major transaction this year without knowing how it will affect your taxes?
- Would you or your business benefit from other financial services besides tax preparation?
- Has your company outgrown its current accounting methods and procedures?
- Could you use the financial expertise of a CFO without adding to your payroll?
- Should you consider estate planning as a means to secure your financial future?
Now think about your most recent experience with your accountant:
- Do you wonder if you might be paying too much in taxes?
- Do you wish your accountant would speak in terms you could understand?
- Do you need your accountant to turn around information faster?
- Do you wish your accountant would give you more personalized attention?
If you feel you aren’t getting the attention you need from your accountant, or if you are looking for comprehensive financial services beyond what he or she currently offers, let Laciak>cpa help you. Our team will review your tax returns, discuss opportunities to grow your bottom line, as well as verify your wealth and help plan your estate.
To schedule your appointment, please call Jane Szymczak, Director of Client Services, at 219-864-7000, or email jszymczak@laciak.com.
