5 Important Tips When Hiring A CPA To Prepare Your Taxes - PowerPoint PPT Presentation

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5 Important Tips When Hiring A CPA To Prepare Your Taxes

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There are some important considerations to make while hiring a CPA Santa Monica. See if they can offer you the service you need, if they will be available over call or text when you need them, etc. Once confident, only then go ahead with the hiring. To know more visit us : – PowerPoint PPT presentation

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Title: 5 Important Tips When Hiring A CPA To Prepare Your Taxes


1
5 Important Tips When Hiring A CPA To Prepare
Your Taxes
2
Find a CPA with Industry Experience
Look for a CPA that specializes in your area of
industry. If you specialize in real estate, make
sure you look for someone with commercial
expertise. Hire a CPA that focuses on that
particular industry so they can face and address
your concerns on most financial sides of your
business. They can help you with cost-effective
manner with best interest at heart.
3
Ask For Referrals
Get 3 to 5 referrals and interview them before
hiring a CPA Santa Monica. Get referrals from
different trusted sources and do background
research on them. Ask your broker or agent who
they recommend. Have they done outstanding job
for them? What do they like about their CPA? Ask
people in your network for referrals.
4
Check Online Reviews and If They Are Registered
In Your State
Make sure whomever you speak with is registered
for doing business in your state. Many times, you
can find this information on the website. Also,
check for online reviews, but dont stop there.
Now, in todays world, online reviews are the
first step, yet dont tell the entire picture.
5
Meet Them or Schedule A Telephone Interview
If you are looking for a good fit and not only a
top CPA, you need to make considerations. The
right one listen and understand your needs. You
may hear CPAs not delivering whats expected from
them and so on. In fact, asking questions lets
you know if they are right for your need. So,
its better to talk to a CPA Santa Monica before
hiring.
6
Set Expectations
Find out how he will process your return and how
long will it take. What is the best form of
communication to reach them? Will they have time
to talk to you if you have queries? It is
important to ask them, who will be preparing tax
return, etc. Once confident, hire him right away.
Having the CPA review your tax return prepared by
someone else is much different than when he/she
prepares your tax return personal.
7
THANK YOU
To Know more Visit Us https//jarrarcpa.com/cpa-
santa-monica/
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