As a taxpayer:

• Are you Overpaying Your CPA or Tax Preparer
• Are you 55 yrs. old or older and usually owe taxes?
• Are you questioning your current preparer's abilities?
• You are a small business owner getting the advice you need to stay profitable?
• Does your tax preparer just show you what you owe without any real advice on how to do better?
• Would you like to do tax planning before preparation?
• Do you have stock statements on K-1s that come late or get corrected often?
• Are you over 70 and making charitable donations directly instead of from your IRA tax-free?
• Has your preparer put you on filing extension... when you were ready but they still couldn't get the work completed on-time?