When you hear about taxes and accountants,

The imagine that comes to mind
Is someone who sits behind a computer all day
And crunches some numbers.

You also picture someone like Mr. Scrooge,
Who is just trying to squeeze every dollar from you
So they can pay their taxes too. (ironic right?)

Not every tax person is like that
And I want to share with you a key difference
To look out for when you are in search
Of tax or any financial assistance.

There are 2 types of accountants:

Reactive and Proactive Accountants

A reactive agent is one who waits for you
To send your financial information over
And then starts to prepare your taxes.

A proactive agent asks you to visit the office
With a dedicated time and asks a million
Annoying questions about your life
And your financial situation.

That’s the guy you want. 🙂

To truly save money on your taxes,
You want someone who is proactive.

A proactive agent recognizes that the best way
To cut out tax bills is to plan ahead.
(Think battle strategy on how you can win)

This agent is not really wanting to see you in April
To talk about last year’s taxes.
Instead, they would want to see every January
To have in-depth discussion about your finances,
Your upcoming changes you might see this year,
Any major changes in your life,
And your plans for the future.
(… really knows your situation)

Once they have this information you shared with them,
They can give you a definitive action plan
With the necessary steps to cut down your tax bills.
They point you in the right direction
With a detailed map of the route you should take.

Despite what you may have heard,
Accountants are normal humans
Just like you and I. (…mindblown)
If you don’t make any effort to get your tax situation sorted out,
They probably won’t give any effort either.

If you took the time and scheduled an appointment,
Discussed your tax situation with a professional
And then a detailed plan is given to you to get it fixed…

Who would be to blame?

The biggest part is to avoid procrastination.

These accountants can save you hundreds, thousands,
Tens of thousands, and hundreds of thousands, of dollars.
Make sure to do your part and follow the plan. 😉

So… I know you’re asking yourself…

“How do I find this guy who can me a butt load of money?”

You can search online for ‘local tax consultants’,
Ask a family member,
Ask a friend if there know anyone,
Or even at local networking event.

Honestly, you won’t know until you start talking with people.

When you meet one…
You need to ask them the steps
they will take to handle your taxes.

If they don’t mention a review on your finances
For the purpose of not making any recommendations,
You might want to move on to the next candidate.

Remember, you want someone who is looking out for your wallet too.

Your Tax Clean Up Guy Out