Illustration: Tomi Um
How To
What Elite Tax Pros Wish Their Wealthy Clients Knew
From risk tolerance to IRS scrutiny, tax professionals say your bad habits can undermine your return.
Your accountant is talking about you. As tax season hits high gear, that reality becomes harder to avoid. Client files pile up ahead of the April 15th deadline, anxieties rise and the requests tax professionals field grow more elaborate — and occasionally absurd.
“I can constantly say that I really like 99% of my clients,” says Joon Um, president of Secure Tax & Accounting in Beverly Hills. “The rest of the 1%? You know… we’re still working on building the relationship.”