[vc_row][vc_column][vc_column_text]
Accountants are valuable resources when it comes to tax time. Doing your taxes shouldn’t just be about making the IRS happy. Make sure to take the time to completely understand your financial situation and get yourself on track for the year ahead. These 5 questions you must ask when finding a CPA for tax time.
Question #1: Is timely service delivered?
Find a CPA that not only has the experience you need but the personal service as well. A proficient CPA makes it a priority to respond quickly to clients and return their voicemails as soon as possible. It is also important that they keep your accounting information up to date and it shouldn’t be more than 10-30 days old.
Question #2: What other services are offered?
This year take the necessary steps needed to look at your entire financial picture. Don’t hire a CPA that can only do your taxes. Find a local CPA that takes the time to look at your entire financial strategy and works with you throughout the year, not just during tax time. Your CPA should be more than just a data entry clerk; they should be able to connect with you personally and show interest in giving you the best advice.
Question #3: How can you help me make more money?
A CPA’s goal is to save you more in taxes, find ways to reduce expenses and get the most out of your money. It sounds like an odd question to ask, but the answer will help you find out if the accountant has your intentions at heart.
Question #4: Do you believe I’m paying too much in taxes?
A CPA’s job is to not only prepare and file the proper tax forms, but should be involved in helping with your overall financial situation. Think about having a quarterly review to ensure that everything is on track and let them know about any unexpected expenses or planned big expenses are coming down the pipeline. Doing this throughout the year will give your accountant a better grasp on what you should expect when it comes to tax time.
Question #5: How are your fees calculated?
Make sure they are up front with the fees associated with them providing their service. It is essential to ask about their fee structure. A CPA should be able to give you good idea on the estimation of costs for the services you are looking for. Finding out now, will make all the difference once you get that first bill.
Find a CPA that offers the services you need not only during tax time, but will look at your entire financial situation as well. If this year is the first time you are enlisting a CPA’s services or perhaps you are not happy with your current provider, be sure to ask the right questions. Finding the right local CPA can make all the difference when it comes to saving money and finding the personal service to meet your needs.[/vc_column_text][/vc_column][/vc_row]