Free Special Report: Top 10 Questions to Ask Before Hiring an Accountant - Adviser Investments

How to Find an Expert You Can Trust

Accountants do much more than filing annual income taxes. They can manage the bookkeeping for your small business, help you think through investments and make sure you stay in compliance with legal and tax issues. At Adviser Investments, we’ve spent over 25 years helping our clients attain their financial goals—we know the value of expert advice when it comes to navigating the complexities of business and family finances.

Finding a trusted professional to work on your behalf can be a tricky task when you’re not an expert yourself. In this exclusive special report, we offer you the tools you’ll need to help evaluate an accountant’s capabilities and determine if you can build a successful working relationship.

Topics include:

  • Getting concrete answers about an accountant’s qualifications and references
  • Understanding the scope of their services
  • Key issues to consider before you decide who to hire

Don’t underestimate the potential benefits of working with a qualified professional. Complete the form on this page to receive this free, no-obligation report today!
For more information, please call us at (800) 492-6868.

Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

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