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Diversified Investment Strategies, LLC dba Advisor.Investments

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Baton Rouge, LA

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Advisor.Investments is an SEC-registered RIA firm headquartered in Baton Rouge, Louisiana. Although we are open to working with qualified individuals from many backgrounds, over the years, we have assisted employees from numerous corporations such as ExxonMobil, ChevronTexaco, Total S.A., Shell Oil, Entergy, Energy XXI, XTO, and state retirees. We prefer to work with individuals and families who are serious about investment management and find value in the services we offer.

Contact Information

Phone: 225-292-0687

Website: www.advisor.investments

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Frequently Asked Questions

How much does an accountant cost in Baton Rouge?

Personal tax returns: $150-$400 depending on complexity. Small business bookkeeping: $300-$800/month. Corporate tax returns: $1,000-$3,000+. Many accountants offer free initial consultations to discuss your needs and pricing.

What's the difference between a CPA and a bookkeeper?

CPAs (Chartered Professional Accountants) have a university degree plus professional certification. They can audit, provide tax advice, and represent you with CRA. Bookkeepers handle day-to-day transaction recording and basic financial reports. For complex tax situations, you want a CPA.

When should I hire an accountant?

Consider an accountant if you're self-employed, own rental property, have investment income, run a business, received a CRA notice, or your tax situation is more complex than a simple T4. The cost of an accountant often pays for itself in tax savings.

Can an accountant help if I'm behind on taxes?

Yes. Accountants regularly help clients catch up on unfiled returns. They can also help with CRA voluntary disclosure programs, negotiate payment arrangements, and handle reassessments or audits.

Is it worth paying for tax preparation vs doing it myself?

If you have a straightforward T4 income and no deductions, free software works fine. But if you have self-employment income, rental properties, investments, or business expenses, a professional accountant typically finds deductions that more than cover their fee.