CPAs

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:

1. Clients are approaching Medicare age or contemplating retirement/sale of a business

2. You have a client that owns/works at a business of fewer than 20 Employees and is therefore required to be on Medicare

3. A client has an HSA (Health Savings Account) that is being actively contributed to

4. You have a client on Medicare that has not reviewed their Medicare options recently and you suspect is paying too much for the coverage

5. 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.