Financial Friday – Who do you call?

Yesterday I had 3 clients make me their LAST phone call. They explained how they had talked to friends, asked lawyers and searched the interweb looking for answers. Why was I the last call?  Tax preparers know money. Especially the client’s money.

In all the cases I pulled up their prior year returns as practice and played out different scenarios. I explained complicated forms (that software makes easy!) and we worked out several possible solutions. 

Each time they asked how much do they owe me? Nothing, I said. You don’t just buy my services once a year, financial planning and advice are part of professional tax preparation. There is a reason why it’s expensive! I am the LAST phone call you need to make.

Who do you call for financial advice? 


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