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Tax-Planning

Expert Tax-Planning provided by our Team of Professionals.

Notice:  Safeguard Estate & Financial, LLC is not a law firm and does not provide legal advice or draft legal documents.  The following is general information and should not be considered individual legal advice.  Safeguard Estate & Financial, LLC works with the attorney of your choice to coordinate your complete estate plan.

Tax Planning

According to the American Institute of Certified Public Accountants (AICPA)

What is a CPA and what do they do?

CPAs are many things. They are chief financial officers for Fortune 500 companies and advisors to small neighborhood businesses. They work for public accounting firms, both small and large. They are well-respected strategic business advisors and decision-makers. They act as consultants on many issues, including taxes and accounting.

A CPA, or Certified Public Accountant, is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals. Whatever those goals-saving for a new home, opening a new office, or planning a multi-billion dollar merger-CPAs can help.

(Source: https://www.aicpa.org/becomeacpa/gettingstarted/frequentlyaskedquestions.html)

The AICPA provides a Guide to CPA Services.  Contact us to access this valuable resource.

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Safeguard Estate & Financial

1405 N. Hayden Rd.

Scottsdale, AZ

85257