The Accounting Place has developed various relationships with
multiple Financial Planners in order to help address the single
largest impact on wealth building and retention; Income Taxes.

While we do not manage funds or portfolios, suggest investments
or offer investment advice, we do work with your Financial Planner
regarding the types of investments that should be the best for you. 

Why?  Because no one can be an expert in everything, we know
taxes and your Financial Planner knows investments. A synergistic
effect benefits you.

Different types of investment returns are taxed differently.
Our recommendations will assist in reducing your tax burden on
investment income, whether it is personal or corporate, and by
reducing the tax impact, we are helping you and your Financial
Planner increase your return on investment.

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