Your heart is racing and the cold sweat tickling the knap of your neck is unsettling. As you look around the dark room you realize that it wasn’t a bad dream, its TAX Season!!! Yes, the nightmare that is tax season is upon us all. With all the new changes to the tax code and the new affordable healthcare act, this year could be one of the most confusing years.
With all of the new online tax businesses popping up I find it a bit disconnected and feel unsure about the quality of my return. Call me old fashioned but I prefer to speak with someone in person and to have a real connection with my financial advisor. There is something very human about personal finance that requires the understanding and empathy that only a connection with a real person can bring. We all make decisions everyday about how we spend, save, and invest our money. Sometimes we have to sacrifice for our loved ones or we have an emergency and need to dip into savings. These experiences are unique to our lives and the way we deal with them affects our financial future. Having an experienced financial advisor that connects with you on a personal level can look for the best way to file your taxes to fit your life.
This is where finding the right financial advisor comes in. I recommend doing some research and making an appointment to see them and discuss your needs. By making an appointment and meeting with your potential advisor, you’re able know a bit about his/her personal strengths and weaknesses. You can be more confident in your choices and know that you are taking more control over your financial health. So when you land on their website, and you see that they offer a free chat and you can book online, you’re more confident they are customer service centric and you can schedule the time with them on your own terms. We’re seeing an influx of tax advisors, financial firms and accountants using online appointment booking to manage their time, convert more customers and we believe this will be the norm moving forward for service centric businesses. Take a look at some of the financial firms using Setster to book online appointments.