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As soon as you start to think about any substantial financial decisions, contacting either a tax agent accountant or a financial adviser you trust will help the most. Getting advice in advance is the most effective way to manage your wealth and tax simply because an incorrectly informed decision can be one of the costliest activities.  

• Does your service provider return your calls and do what is agreed even if it is related to a small matter? 
• Do you feel comfortable asking them a question? 
• Do you feel heard? 
• More importantly, do they put your interest before their own? 

With the right professional, the answers should be a resounding "Yes!"   

In terms of whether your adviser has put your interest first, the following can be a good example:

Some others may make you pleased by just doing what you have requested without examining and letting you know the downside of your own choice.  

Some professionals make efforts to make you really understand a topic and help you make informed decision. This type of professionals will be appreciated in a long run.

Regardless of laws and industry norms, we are completely fee for service. This means what we have quoted is the full gross income we are going to receive regarding each service agreement.

We believe best service is delivered when clients know we have formed a solid alliance with them. And the best form of alliance is based on transparency and alignment of interests.