When it comes to working with a CPA, you are in control. There are a variety
of things you can do to get the most value out of your time and money spent
with a CPA.
- Before you contact a CPA, be
prepared with your goals and objectives and what you want the CPA to do
for you. Have a list of questions and a clear idea of what you want to
- Before you meet with a CPA,
gather all the documents and information you think you may need - past tax
returns, financial statements, investment documents, business plans - and
take this information with you to the first meeting.
- Keep your CPA up-to-date on
what's happening in your life. Are you getting married, divorced, having
children, planning for your child's college education, expanding a
business, or giving the business to an heir? You'd be surprised what life
experiences can have a significant impact on your tax liability and
personal financial goals.