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.

Image credit: Alan Cleaver

About Shoreline CPA

Speak Your Mind

Tell us what you're thinking...
and oh, if you want a pic to show with your comment, go get a gravatar!

  • Huddleston Tax CPAs / Huddleston Tax CPAs – Shoreline, WA
    Certified Public Accountants Focused on Small Business
    18208 66th Avenue NE, Suite 102 Kenmore, WA 98028

    Huddleston Tax CPAs & accountants provide tax preparation, tax planning, business coaching,
    QuickBooks consulting, bookkeeping, payroll, offer in compromise debt relief, and business valuation services for small business.

    We serve: Federal Way, Des Moines, Kent, Auburn, and communities throughout WA and beyond. Call to meet John C. Huddleston, J.D., LL.M., CPA, Lance Hulbert, CPA, Grace Lee-Choi, CPA, Jennifer Zhou, CPA, or Jessica Chisholm, CPA. Member WSCPA.