Looking for clarity

Why? The CPA is supposed to offer valuable advice that he can only gain through knowledge of the tax law and doing business with individual clients in order to help his clients find out what works best for their situation based upon experience.

That’s like not wanting to talk to a financial adviser because they speak of other clients success, and offer strategies for being just as successful in the market as their other clients.

Or a lawyer using a previous case that was successful as the groundwork for building your case in order to be victorious.

 

So you believe your financial planner should just give out your income to anyone who comes in his office.And your lawyer can just give out your information about your business to everyone who comes to his office.I would rather have a financial planner talk about my situation not a restaurant owner as a truck driver my business is vastly different.

 

Oh, good grief, nobody broke confidence by saying “I have a client in the restaurant business that makes close to 7 figures”.

I think you need to loosen your hat band some.....

 

I hope my tax preparer talks about me. That will keep people from wanting to own a truck and that’s just more work for me. Lol