Tax Planning
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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.
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What is a CPA and what do they do?
According to the American Institute of Certified Public Accountants (AICPA) CPA's 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)