Ask A CPA - Hiring a Tax Professional

What Questions Should I Ask When Interviewing A Tax Professional ?

To help determine if a tax professional is right for you, you may consider asking the following questions. What is your fee schedule and what services does the fee cover ? What is your general background including your degree and business experience ? How much experience do you have with small businesses in my industry ? Do you hold an active PTIN license ? Are you available year round to answer questions ? What is your policy on mistakes made on clients tax returns ? Do you pay the penalties. Do you offer other services, such as tax planning, general financial planning, budgeting or retirement planning ? How active are you in the business community? Are you familiar with my type of customers ?

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