Questions to Ask An Accountant Before It’s Too Late

They-didnt-ask-that-last-year Questions to Ask An Accountant Before It's Too Late  Avoid the costly mistake of relying on free or inexpensive, online tools to do your taxes. In most cases, they are a one-time expenses that often will lead holes in your tax return. It’s like tossing money away when you could be saving more.

Work with an experienced, professional CPA who can share with you the ins and outs of your business and/or individual tax return. We know the missteps small business owners and individuals often make, and can help you to avoid them.

Before hiring a CPA, here are some questions you should be asking him or her:

  1. What is the best communication vehicle to contact you, e.g., email, phone, text, etc.?
  2. How often can I expect you to reach out to me about tax changes that can benefit my business or me?
  3. What services do you offer in relation to tax return preparation?
  4. What are the kinds of things business things I should touch base with you about on a regular basis?
  5. Can you help me to grow my business? If so, how?
  6. Cash flow is an issue in my business. How can you help me with that?
  7. I cannot tell if my business is profitable. Can you help me determine my break-even point?
  8. If I want to sell my business in the future, or get financial funding, can you help me assess the overall value of the business?
  9. What do you know about supporting clients in my industry?
  10. I really don’t know if I’m negotiating contract effectively. Is that something you can help me with?

Be sure to have this list and any other questions you have prepared before contacting a CPA. If you want, reach out to us for a 30-minute free consultation to see if we’re a fit for you.

30-minute-consult-button_XL Questions to Ask An Accountant Before It's Too Late