The CPAs we work with tell us that clients come to them with financial questions year round, not just at tax time. While some of these questions are directly related to taxes, sometimes they are more general financial and retirement questions.
Medicare, due to the IRMAA premium adjustment, is directly related to a client's taxable income. For that reason, Accountants should be a part of any discussion that pertains to Medicare planning.
When considering Medicare as an alternative to other options, ALL costs need to be considered to determine if Medicare is truly the best option.
Why it makes sense to partner with Medicare professional:
Clients are approaching Medicare age or contemplating retirement/sale of a business
You have a client that owns/works at a business of fewer than 20 Employees and is therefore required to be on Medicare
A client has an HSA (Health Savings Account) that is being actively contributed to
You have a client on Medicare that has not reviewed their Medicare options recently and you suspect is paying too much for the coverage
Medicare is a distraction from your specialty
We work with CPAs in a number of ways and can offer the flexibility that best suits your needs.
Our Medicare Quote link provides direct access to our secure, HIPAA compliant, server making it as easy as sharing the link with your clients. It can even be branded with your firm's logo if you choose. Feel free to try it out below.