If you’re considering hiring a CPA in Central Oregon to file your taxes, you’ll want to pick the right one. In this article, we’ll go over a list of questions that you should ask in order to ensure you and your CPA are a good match.
Are their areas of expertise relevant to you?
If you work for a tech company, your CPA should have experience with other clients (preferably those who hold a more senior position than you) in that industry. A good CPA will let you know honestly whether or not they can be of assistance to you.
How many years of individual tax experience do they have?
A qualified CPA should have at least five years of experience completing individual tax returns. Those who have experience with a large firm are usually a better choice over those who have worked with a small firm, because they know how to handle a wider variety of issues.
What licenses do they have?
It’s preferred that your CPA have a CPA license, though it is not required.
What degree do they have?
Even if your CPA doesn’t have any special tax training, they can still do tax work. To avoid having your taxes done by someone who fits that bill, look for someone with advanced training – someone with tax specialty within their MBA.
If you’re audited, will they represent you?
Audits are always possible, and a good CPA will stand by the tax return that they filed and represent you in the event that you are audited.
How do they treat your past tax returns?
A quality CPA will review your past tax returns at no extra cost in order to see if they’re comfortable preparing your current return.
How much do they charge?
Most CPAs will charge by the hour, and their rate will depend on the area in which they work, the size of their firm, and the seniority of their position within the firm.
Are you comfortable with this person?
You should feel comfortable asking your CPA all kinds of tax-related questions. They should be someone who you are willing to share all kinds of information with.
These eight questions should put you on the right track to choosing a CPA that you trust. The right advisor depends on your personal needs and unique situation, and it’s key to find someone who you can work productively with.