With a New Year comes a fresh start, which means now may be a good time for you to consider whether or not you’re working with the right tax professional. With the April deadline just a couple of months away, you may have already started reviewing your financial documents for your 2019 return. But do you have a qualified professional on your planning team? There are certain questions to ask and criteria to look for before hiring anyone.

For more information, click here to download “Choosing the Right Tax Professional in 5 Easy Steps.pdf

”For professional assistance with tax planning strategies or for a referral to one of our trusted tax specialists, contact our office at 877-714-2362.

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For more IRA Expertise, contact us!

Walter F. Pardo, Founding Partner

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008