It doesn’t have to be April 15 for your accountant to give you some savvy financial advice. But most people rarely visit their accountant until it’s time to file their annual tax return. Little do they know, regular visits to your accountant can make a world of difference in your financial stability — think of it like a check-up with your dentist, only without the drill. Here are 3 ways your accountant can help you beyond tax season.
1. Save You Money
Accountants don’t just file your tax returns for you – they’re also pros at showing you where you’re spending (and overspending) your money. Whether you’re considering a major purchase or simply want to save for your future, an accountant can show you some tricks of the trade that will get you to your financial goals faster.
2. Help You Prepare for Retirement
Want to buy a yacht and sail it across the Atlantic? Dream of hitting the links every morning and lounging poolside every afternoon? Whatever your retirement dreams, they take careful financial planning for years. From estate planning to debt management to portfolio analysis, an accountant can help keep your finances on the straight and narrow to ensure that you can spend your leisure years comfortably.
3. Manage Your Investments
If you’re looking to increase your investment portfolio, it’s best to start with a visit to your accountant. They’ll tell you how much you can safely invest and which avenues are best to consider for your investment. Many accountants have existing relationships with investment brokers and will be happy to refer you to them should you have investment needs beyond their expertise.
Are you looking for help managing your finances beyond tax season? Hacker Accounting is here to help. Give us a call today at 602-375-5251 to get started.