The Benefits of Coordination Between CPA and Financial Advisor

I have been a financial advisor for more than 30 years. During that time, I have worked with clients who have prepared their own taxes, those who work with CPAs I have never spoken to or worked with, and those who work with CPAs with whom I have a professional relationship. My preference is to develop a working relationship with the client’s CPA because I find it to be the most beneficial for the client.