The questions we hear most.

Most CPAs file returns. They take what happened last year and put it on the right forms. That's compliance work — important, but it's documenting the past. We do compliance too, but the bigger value is what we add before the return: multi-year tax projections, Roth conversion strategy, IRMAA tracking, withdrawal sequencing, and coordination with the rest of your financial picture. The kind of work that lowers your lifetime tax bill, not just this April's. If your current CPA never sits you down and walks through what your taxes are going to look like in five years, you're getting filing — not planning.