We believe your tax professional is one of the most logical people to trust for financial planning and advice. Think about it. Every year you trust your tax professional with a variety of financial data ranging from your salary to your investment details to your home mortgage information. Couple this with the fact that every aspect of financial planning has significant tax consequences.
While we do not sell financial products (i.e. stocks, insurance, etc.) or make specific investment recommendations, we can advise clients about the tax implications of investments.