Consult Your Accountant in October
Between August and late October, most accountants have down time. They are more likely to have time to spend with you this at this time of the year.
If you need a full day, negotiate a discount.
If you are making long-term investment plans, you should run these plans by your accountant. Changes in the tax laws may have made some of your plans obsolete.
If your accountant just fills in your tax forms, find another accountant. You need someone who can work with you to make long-term decisions. If he's just a bean-counter, you are likely to miss opportunities and options.
You may not need a CPA to do your accounting. I have used a CPA who quit the CPA guild when his clientele got richer. He says he can be more aggressive with the IRS now. The accountants' guild can't threaten him with dismissal.
I still use a non-CPA accountant who knows subscription accounting. I won't go into details here. Let us just say that subscription accounting is the best business accounting program there is for the medium size business.
Don't wait until after Christmas to make your year-end decisions.
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