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Getting the Most Value From a CPA's Services

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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 accomplish.
     
  • 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.