Four Important Questions to Ask Your CPA

CPA Accountant Calculator Number Crunching

A good CPA can offer an invaluable service, but how can you determine if a particular CPA will be a good fit for you? Here are a few questions to help get you started.

  1. What services do you offer beyond reporting and number-crunching?

A good CPA can do more than just perform calculations; they should have your best interests as a client in mind. That being said, they should be willing to point out possible deductions or credits that you’re not claiming, which in turn can help you maximize your tax return.

  1. Who are your other clients?

Knowing what kind of clientele your CPA maintains can help you know a few things: do they have returning clients? Are they mostly businesses or individuals? Asking a couple questions about a CPA’s client base could help you decide whether or not a particular CPA is a good fit for your needs.

  1. How are fees calculated?

This will help you not only estimate how much you will pay for services, but will also help you know whether or not your CPA may try to gouge you on pricing. For example, will you be billing an hourly rate for a 2 minute phone call or for a short email response to your questions? A good CPA may still charge for such services, but it may also be indicative of a CPA who is looking to maximize profit for minimal services.

  1. How many people will be servicing my account?

Ideally you will be working with one person, which allows that CPA to familiarize themselves with your account and any particularities.

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