Q: Who will be working on my taxes?
A: We use a triple-check approach to ensure that your forms are as accurate as possible. A partner conducts your initial interview. A staff accountant completes the tax form preparation. Then the partner conducts a thorough review and presents results and recommendations.
Q: How do I organize my tax documents files before sending them in?
A: While we will accept most formats (other than a shoebox), you may find that our Tax Organizer is the best and most efficient way to submit information and organize your files. It includes simple interview questions and, if we have the data, last year’s information.
Q: In addition to tax preparation, what other services do you provide?
A: BJM can provide a complete analysis of your financial situation, providing you with valuable advice on your investment mix, asset base, and estate plans.
Q: Will I outlive my money?
A: This is one of the most common questions we receive, even for the most successful clients. We provide Financial Coaching to show you how to maintain your quality of life and protect your assets for future generations.
Q: How can I cut my taxes?
A: There aren’t many options with today’s IRS rules, and on April 15 there is not much you can do. Take a more proactive approach. Before you make new investments and other financial decisions, turn to BJM for advice on how to minimize tax liability.
Q: How often should I meet with my CPA?
A: BJM recommends at least twice per year to plan and prepare for quarterly and annual tax filings. If you are in a more unstable situation, seek a quarterly financial review.