4 Questions to Ask Your Accountant Before You File Your Taxes
by Paul V. Sydlansky, CFP, Founder, Lake Road Advisors, LLC
Feb 05, 2020
3 minutes
Your accountant can be one of the most critical members of your financial team. The main reason is obvious: No matter who you are, how much money you have or what goals you hope to accomplish, everyone pays taxes.
At a minimum, a CPA can ensure you file your taxes the right way every year so you avoid penalties and fines. But a good CPA should also be able to help you minimize what you owe, take advantage of opportunities to claim credits you're entitled to,
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