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Why should I have an annual tax planning meeting with a CPA/Financial Planner?
Why should I have an annual tax planning meeting with a CPA/Financial Planner?

Why have a planning meeting?

Jason Ackerman avatar
Written by Jason Ackerman
Updated over 6 years ago

The last thing anyone wants is a surprise tax bill, or to told you could have saved money in taxes if only you had come to us before the year end. Itโ€™s important to meet with your advisor for a tax planning meeting in order to make sure that none of this happens. BNA can help you implement a financial and tax strategy. We normally recommend a planning meeting starting in mid-October and running through mid-December to make sure we have ample time to implement any strategy before the year end. If you have a special circumstance โ€“ selling of a business, buying a business, selling property, etc, it is best to come in BEFORE the transaction takes place to make sure everything is done correctly. Call 803-366-8371 to schedule an appointment.

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