It's that time of year where everyone is busy getting their tax documents together to give to their CPA to get their tax returns for 2022 filed.  I'm not sure but we would guess for most people the process can feel as painful as going to the dentist.  What makes the process so challenging is that if you feel like you had a great 2022, you fear what your tax bill is going to look like!  If you are one of those people, you likely don't work with a Certified Financial Planner.  All too often people view their CPA as their financial advisor of sorts and that's simply not what a CPAs job is.  As well meaning and well intentioned as your CPA may be, the vast majority are there to "account" for what has happened but not to "plan" for where you are or where you are going.  

Please let us know what you think at [email protected] whether you agree with us, disagree with us or think we missed the point!