It means that you must ask each professional with whom you are dealing, what assumptions were made to arrive at the numbers in your illustration. Remember that the cheapest policy is not always the best policy. Know who you are dealing with, and know what you are dealing with. A CPA can help you with all of your Personal Financial Planning needs to help you achieve your goals. Whether you're saving to buy a house, send your children to college or secure your retirement, you need a member of the Massachusetts Society of CPAs to assist you.
Many accountants view their goal as minimizing their clients' taxes.
I like to see my clients pay more taxes - because their earnings and profits are increasing dramatically. I can make a major difference in achieving those profits. Talk to me and find out more. Over the years, millions of dollars have not made it to the right accounts. It seems that the Internal Revenue Service and the Social Security Administration do not have corresponding records.