Investing your IRA & 401(k) Rollover funds with a CPA makes sense!

Well, not just IRAs but other investments as well.
In the early years, my practice has diversified from a tax and accounting practice to one that includes advising my clients on all of their financial needs.
Knowing your financial and tax situation puts me in a unique position to offer you proper and suitable advice to help you achieve long-term financial success. I’ve always felt uncomfortable referring you to an investment broker since they do not generally have a total understanding of your financial situation. It is not simply a matter of knowing your tax bracket. So many credits these days depend on your income, so implementing the right kind of investment could have a direct effect on things such as Earned Income Credit, Child Tax Credit, College Credits, Savers Credit, as well as repayment of ACA Health Insurance advancements. Also, I could not be assured that other advisors would act in your best interests. For these reasons, I offer investment services right along with my income tax preparation services.