Tax Advisor

Your tax advisor should also be your tax preparer. Characteristics of a good tax advisor include:

  1. Fully educated and up-to-date in the tax laws
  2. Passionate about reducing your taxes
  3. Knows the tax laws and embraces them as a opportunity
  4. Focuses on permanent tax savings
  5. Uses creativity in applying the law in your favor
  6. Considers the entire law when reducing taxes — not just a single rule of law
  7. Asks question to gain a better understanding of your unique financial situation
  8. Is willing to teach you the tax rules