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Accountants & Accounting Resources Versailles KY

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.

Helton Bass Kiviniemi
(859) 873-9465
P.O. Box 569
Versailles, KY
 
Erich Castillo
1008 South Broadway
Lexington, KY
Company
Company: Cornerstone Wealth Management
Type
Investment Advisor Rep: Yes
Education
University of Kentucky
Bachelor of Arts in Education
Bachelor of Business Administration
Service
Disability Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicaid,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidatio

Data Provided by:
Miller Mayer Sullivan & Steven
(859) 223-3095
2365 Harrodsburg Rd #A100
Lexington, KY
 
Fowler & Scott
(859) 254-2365
343 Waller Ave #208
Lexington, KY
 
Donald & Co
(859) 223-3318
2410 Greatstone Pt
Lexington, KY
 
Basics Plus
(859) 873-5326
142 N Locust St
Versailles, KY
 
ABT Accounting Bookkeeping
(859) 278-2497
845 Lane Allen Rd #2
Lexington, KY
 
Arvin & Associates
(859) 277-3424
1750 Alexandria Dr #8
Lexington, KY
 
Mark S Mefford CPA
(859) 254-1341
1151 Red Mile Rd
Lexington, KY
 
England & Hensley
(859) 231-8678
1388 Alexandria Dr #14
Lexington, KY
 
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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