4 Things to Consider When Choosing a CPA

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4 Things to Consider When Choosing a CPA
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Tax season is officially upon us and everyone is
preparing for the meeting with their accountant.
However, most entrepreneurs and business owners
want to get their taxes done as quickly as
possible and dont stop to ask, Does my current
accountant have my best interests in mind? We
all know that CPA firms are businesses but there
are CPAs who truly want to help their clients and
form long lasting business relationships versus
just seeing their clients as transactions.
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Consider these 4 things when choosing your
accountant
1. Trust your Instincts
Most CPAs have the same research tools and use
the same software, however, their experience and
dedication to their clients is what sets them
apart. First impressions do matter. Talk to the
potential accountant and get to know them and
their experience. Most CPAs will take the time to
speak with a potential customer. Remember
building client relationships is what makes CPA
firms last not just how many tax returns they do
a year.
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Consider these 4 things when choosing your
accountant
2. Advisor vs Form Filer
It is all too common that entrepreneurs/business
owners only show up once a year and have their
tax return filed. Their accountant makes no
attempt to contact them throughout the year and
is more of a Form Filer then an advisor. An
advisor will take the time to sit down with their
client and go through their questions. An advisor
will make the effort to contact their clients at
least twice a year to discuss tax planning and
cash flow maintenance. So pick an advisor who
will help grow your business.
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Consider these 4 things when choosing your
accountant
3. Rule of Three
Like any major service you purchase you should
always get a second or third quote. With how much
you are going to be paying for accounting
services take the time to shop for a CPA.
Entrepreneurs and business owners should find
their options through three different sources
referral from a close friend or family member,
referral through a mentor or colleague and your
current CPA. This way you can truly find the best
CPA. Too many times business owners say well he
or she has always been my fathers accountant.
Remember your fathers accountant may not be the
best fit for you.
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Consider these 4 things when choosing your
accountant
4. Last but not Least Price
While price is definitely important when choosing
an accountant remember the age old saying you
get what you pay for. You need to find the best
value for your money. Too many times business
owners say well the CPA was the cheapest. This
could end up costing you a lot of money in
penalties and missed tax savings. Generally, the
best CPA for you falls somewhere in the middle.
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Thank You
For Visiting Our Presentation
If youd like to a member of our CPA firm so you
can get a feel for how we work, you can easily do
so by contacting us and setting up a consultation.
Business Address
4735 CORNELL Road, Blue Ash, OH 45241, USA
Phone [phone]
Website http//tristateaccounting.com
http//tristateaccounting.com/