I believe our job as accountants is not simply to prepare a client’s tax returns, but also to help our clients manage personal tax issues and financially succeed. Preparing tax returns may be considered a commodity service, however, understanding the client’s financial situation and giving advice is a value added service that we are happy to offer our clients. Below is an example where working with your accountant can help you to have a more profitable outcome. Additionally, NBC5 did a nice piece with tips from Smart Money Magazine.
Video: How to Spend Your Tax Refund