06/23/2026
Here's a distinction worth knowing: a tax preparer records what already happened. A tax planner helps change what happens next.
The catch is timing. By the time most people sit down to file in April, every decision that mattered was made months ago — and can't be undone. The Roth conversion, the charitable timing, the right way to take a withdrawal: those only work when someone's thinking about them all year, not at the deadline.
That's the difference we focus on — getting in front of the decisions while you still have choices. → dickersonwealth.com
