How You Spend Your Tax Refund to Improve Your Financial Situation

Tax RefundI 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

Article: How a Tax-Refund Windfall Can Hurt Your Finances By Richard Satran | U.S.News & World Report

Jun Okubo

As Principal of ESG, I lead a vibrant team that assists entrepreneurs with all of their accounting and IT needs.
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