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Fin Plan Jan 2010 - "Tax Organizers - Friend or Foe?"

Fin Plan Jan 2010 - "Tax Organizers - Friend or Foe?"

Fin Plan Jan 2010 - "Tax Organizers - Friend or Foe?"

Excerpt


Tax Organizers - Friend or Foe?


If you use a CPA to prepare your taxes, you are no doubt looking forward to the arrival of your annual tax organizer. In case you forgot, that is the package we send to help you gather your tax information. While many clients choose to ignore the annual tax organizer, this can be hazardous to their financial health for several reasons.


 




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