How Are You Doing?

Clients can learn a lot about their own fiscal affairs by helping their accountant fill in some statements. The client's financial health can be examined by preparing activity and tax statements, tax related to income statements, net worth and estate tax statements, and tax related to net worth statements. These statements will help the client evaluate beginning and ending net worth, determine if any financial improvement has been made, and help to compare assets and liabilities. The preparation of these schedules may lead to numerous decisions and results that could help the client do better in the future.