ACP Public Library

Authored By:
Jonathan Heller, CFA, CFP®
Robert B. Walsh, CPA/PFS, CFP®, CRPC®

It is our experience that ongoing tax-focused financial planning helps many different kinds of clients properly limit their tax liabilities. This paper explores why the majority of traditional tax preparers fail to achieve the best tax savings for their clients, and how a tax-focused financial planner, with a deeper client relationship than that of the typical tax preparer, can add substantial value to their clients’ financial lives.