It isn’t always easy to tell what separates a strong tax advisor from a “just okay” tax preparer. Here are a few things to look for.
Someone who can communicate. It’s incredibly important for your advisor to be able to communicate tax rules, concepts, and strategies to you in language that you can understand -- that’s the whole point of hiring an expert! But it’s also important that your advisor is actually communicating information of value, because, unfortunately, the IRS doesn’t accept buzzwords as a form of payment.
Someone who understands your situation. You want someone who can easily follow what you say and who has a firm grasp of your life and business situations. This understanding will enable your advisor to give quality advice and easily adapt to changes in your circumstances.
Someone who is responsive. You need to have your communications answered, and answered in a timely way. My policy is that all phone calls and e-mails will be answered within 24 hours. If you aren’t getting this level of service, your life isn’t as easy as it could be.
If you aren’t getting all of these things from your current tax advisor, contact us today. Let’s see if we can give you what you need.