What does a CPA actually do?

barton blog sept seinfeldSome people hear “Certified Public Accountant,” and the title tends to have a little “yada, yada, yada” to it. We get that. But this blog is the place where we endeavor to help you understand the importance of having a partner in your financial needs, and to be a valued part of assisting you in understanding all the ever-changing nuances in the world of taxes and finances. So – in the words of Kramer – “giddy up!” barton blog sept yada 2

If you look up CPA in the dictionary (which – by dictionary, we mean google it), here’s what you will find:

“A CPA – or Certified Public Accountant – is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals.”

What exactly does this mean? Let’s put it into some real life situations (with a nod to our everlasting obsession with Seinfeld):

You are self-employed or own your own business. Maybe you’ve just started a new product line called “The Bro.” You may be an expert at marketing this new, umm, garment – but…did you know there are several ways you as a business owner can lower your taxes? There are big write-offs for self-employed and small business owners. We can help you, bro!

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You have kids and want to contribute money to a college savings account, or a trust. Especially for the good kids. ;) We can help you set all that up, and make sure your hard-earned money translates into an educational and successful future for your children, rather than ending up being tossed into some random’s man hands. 

Grandpa Joe just passed away and left you a pretty sizable inheritance. Don’t run to the nearest travel agent and book your Hawaiian vacation just yet…inheritance taxes can be costly if you don’t navigate through the specifics. We love helping with the fine print, so let us be your guide. Grandpa Joe would be so proud of you, and wouldn’t judge if you double-dipped a chip.

The IRS called you and said you’re going to jail if you don’t pay $10,000 in back taxes. RED FLAG. The IRS NEVER makes phone calls, they only communicate through written documents. So if you get this type of call, just tell the caller to “get OUT!,” hang up, and call us. This is a scam, and there are several more out there. We can help educate you to understand real vs. fake. 

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(That Nigerian Prince guy? Also not real. Don’t accept his call either).

There are many more ways we can be of financial assistance, we’re just giving you a taste to understand some of what we do in this bizarro world of CPA’ing. It’s what we love to do, and we are the masters in this domain. Call us today! We’ll be friendly and helpful – even if you’re Newman.

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