1. What is your educational background?
2. How long have you been preparing tax returns
3. Any certificates or special designations
Do you work alone or do you have a staff?
Who checks your work for accuracy
Who steps in for you in an emergency
4. Do you carry Errors and Omissions insurance?
5. What happens to my information if you die?
6 How secure is my information with your firm?
Background checks on your staff
Type of security do you have in your office
7. Will I be assigned to one individual in the firm or will I get changed up every year or two?
8. How long does it take to get my taxes prepared?
What if I have questions or concerns outside of the tax season?
9. Does your firm do more than tax returns?
Ways you help business owners stay on track
Budgeting/forecasting/looking for anomalies
Help business owners grow their enterprise
Help with compensation and HR issues
10. Do you have other professionals you work with that you can refer me to such as financial advisors, attorneys/etc.
11. What is the most complicated type of client you have?