Tax advisory might seem complex, but as Alton Bell explains, it’s about understanding a client’s income and lifestyle to create a tailored tax plan.

Factors such as having children or owning real estate can be strategically incorporated to save on taxes and grow wealth. Additionally, tax advisors ensure entrepreneurs have sufficient retirement savings, making your money work smarter for you.

Learn more about this on The Concierge CPA with @jackiemeyercpa.