Please Don’t Ask your Financial Planner for TurboTax Help
It’s the time of year for taxes and we just got ours finished. It’s a big job even with our CPA. When people come in for a consultation my husband asks them to bring their tax forms. He can often point out things to look into. However, he’s not a tax preparer. Right now many people are doing their taxes and getting lost. They’re calling their financial planner for tax help with TurboTax (or other tax software).
Please remember that while he might be able to refer you to someone for tax help, your finanicial planner doesn’t support tax software or help you do your taxes. Thank you.
Written by admin on March 27th, 2009 with
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