Your tax advisor should anticipate what you don’t know to ask so you can leverage their knowledge and experience.
When a client comes to me or a member of the ProVision team with a specific question, like what type of entity to form, we typically find ourselves asking the client many more questions that cover bookkeeping, tracking expenses, business or investing operations, additional goals they have, estate planning and exit strategy (to name a few).
We want our clients to leverage our knowledge and experience so they can avoid common mistakes (that sometimes can set their business or investing back by years).
Not sure what questions you don’t know to ask?
I’ve posted answers to over 200 of the most popular questions I receive so you can leverage what other business owners and investors have asked. It’s part of Ask Tom Online on the new Wealth Strategy U website.
Click here to learn more.