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Accountants & Accounting Resources Glen Allen VA

Accountants tend to come in two types. The first is a reactive accountant, one that waits for you to send in your financial information and then prepares your taxes. The second asks you to come in and fill in annoying questionnaires about your life and so on.

Paul Spencer
3908 Springfield Road
Glen Allen, VA
Company
Title: MBA CFP ChFC CRPC CLTC
Company: Spencer & Associates
Type
Registered Investor: Yes
Education
MBA-Finance& Accounting
Years Experience
Years Experience: 22
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Business Income Tax Planning,401k Rollover From Employer,CD Alternative,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Education Funding & Financial Aid Planning,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Plan

Data Provided by:
L P Martin & Co
(804) 346-2626
4132 Innslake Dr
Glen Allen, VA
 
Walker Consulting Group
(804) 968-4777
4235 Innslake Drive
Glen Allen, VA
 
Martin Dolan & Holton Ltd
(804) 346-9595
4435 Waterfront Dr #200
Glen Allen, VA
 
R H Hamlin & Co
(804) 270-0055
2702 N Parham Rd #200
Richmond, VA
 
Virginia Society Of Certified Public Accountants
(800) 733-8272
4309 Cox Road
Glen Allen, VA
 
R & N Accounting Service Inc
(804) 747-8932
4202 Park Place Ct #B
Glen Allen, VA
 
Rose Sanderson & Creasy
(804) 553-1900
1051 Technology Park Dr
Glen Allen, VA
 
Professional Tax Service
(804) 747-6491
8615 Mayland Dr
Richmond, VA
 
Thomas & Thomas
(804) 346-4406
8547 Mayland Dr
Richmond, VA
 
Data Provided by:

Accountants & Accounting Resources

Get The Best From Your Accountant

Many people just assume their accountant will cut their taxes as much as possible. To get the best from your accountant, you need to be a bit more proactive.

Get The Best From Your Accountant

Accountants tend to come in two types. The first is a reactive accountant, one that waits for you to send in your financial information and then prepares your taxes. The second asks you to come in and fill in annoying questionnaires about your life and so on. To get the best from your accountant, you want to go with this second accountant.

To truly save money on your taxes, you want a proactive accountant. A proactive accountant recognizes that the best way to cut tax bills is to plan ahead. They do not want to see you in April when it is time to prepare last years taxes. Instead, they want to see you in January every year to have a lengthy discussion about your finances, changes you foresee in your life that year and your plans for the future. Once they have this information, they can give you definitive direction on steps to take to cut down on your taxes.

Despite what you may have heard, accountants are just as human as you and I. If you don't make any effort to get your tax strategy sorted out, they probably will not either. If they give you advice and you don't follow it, you have no one to blame but yourself. To get the best from your accountant you must avoid procrastination. They are going to save you thousands, if not tens of thousan...

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