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Tax season can be stressful, whether you’re filing as an individual or filling out taxes for your small business. While you can always handle your finances on your own, hiring a CPA not only streamlines the process but also helps you get the most out of your return. However, finding an accountant you trust can be tough. Before you agree to work with an accounting firm, ask these pertinent questions.

4 Questions to Ask Before Hiring a CPA

1. What Types of Clients Do You Typically Help?

Some accounting firms specialize in helping individuals with their taxes, while others work primarily with businesses. The accountant you choose should be familiar with tax situations similar to yours.

2. Will You Be the Only One Who Works on My Account?

CPASome accounting services assign tasks to whoever is available at a given time. With these types of firms, you’ll never know who is working on your return or if they’re familiar with your situation. Before you agree to work with a tax accountant, make sure they’re the only ones who will work on your return. This precaution helps ensure everything is filed correctly and allows you to build a relationship with a tax professional.

3. What’s Your Primary Method of Communication?

A good CPA will stay in touch with you regarding your return, but their methods may not align with your preferences. If you prefer phone calls to emails, select an accountant that feels the same way. This way, you’ll never have to worry about missing an important notification or update because you check your email only once a week.

4. How Do You Charge for Services?

Many accountants charge by the hour, but others charge a flat fee based on the type of tasks or services rendered. Before you agree to work with anyone, make sure you understand how you’ll be billed for the work. If you prefer an hourly rate, look for an accountant that charges accordingly. However, if you plan on only using the accountant once, a flat fee per task may be the more financially sound option.

 

Looking for a CPA you can trust to handle your personal or business tax return? Contact Tostrud & Temp, S.C. in La Crosse, WI. Their dedicated team will work with you to help you get the most out of your return and maximize your deductions. Learn more about their accounting firm online and call (608) 784-8060 to schedule a consultation today.

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