A tax advisor is an important part of your financial planning strategy, and the right one will help you save money that you can use to invest in more profitable ventures. Your tax advisor should also help you realize all your financial goals while ensuring you follow the law and maintain records of your transactions. Trust Daren Katayama CPA of Kailua-Kona, HI, to provide all the financial services you need this tax season.

Here’s what you should look for in a qualified tax advisor:

• Enrolled Agent Status: Enrolled agents are lawyers and CPAs who undergo stringent testing so they can represent taxpayers before the IRS, provide tax planning advice, and expertly prepare your income tax returns. An enrolled agent is also qualified to represent you on more specific tax issues than many general accountants can. Best of all, the education of an enrolled agent is ongoing, meaning they know the latest ins and outs of the IRS code.

• Excellent Communication: A great tax advisor communicates with their clients effectively and often. You want an advisor who will notify you of helpful changes in the tax code; after all, there’s little use in having a smart tax advisor who doesn’t share their knowledge with you. There should also be numerous avenues through which you and the tax advisor can communicate, including phone and email.

• Years Of Experience: A long track record of successfully helping clients with tax issues is important when looking for a tax advisor. You should perform your due diligence to find out what current and former clients say about the advisor’s services. You also want a tax advisor who has all the required certifications and licensing and no history of disciplinary action.

When you’re ready to start working with a highly qualified tax advisor, call Daren Katayama CPA in Kailua-Kona at (808) 329-6635. Visit their website for more information on the financial services they offer.