Questions to ask your CPA or Tax Preparer. - Killingsworth Spencer, LLC

Introduction to Killingsworth Spencer

Lynn Spencer here. Today I want to focus on some important questions to ask your CPA or tax preparer, whether you are seeking a new relationship or have been with your current advisor for a while.

Do you work alone, or do you have a staff? Who checks your work for accuracy? Who steps for you in an emergency? To elaborate a bit here, you should ask who checks the return to make certain nothing has been glossed over or you are not overpaying your taxes. Whenever we take on a new client, we ask to see and review the last year’s tax return not only to understand the nuts and bolts of the client, but also to check for accuracy. We are constantly amazed at the mistakes we see on a regular basis.
Do you carry Errors and Omission’s insurance?
How long have you been preparing tax returns?
What is your educational background?
How do you stay on top of all the new tax law changes?
What steps do you and your firm take to stay current on the things going on in MY business or industry?
Is your firm Pro-active or Re-active?

We make it a point to be as proactive an advisor to our clients as possible. We understand that you are busy and that you are not able to think of everything. This is one of the reasons we encourage our clients to call us with questions or concerns as they arise because often times we are able to correct a situation before it turns into a crisis. This is also why we maintain relationships with other professional advisors that our clients can benefit from their expertise.

Next time I will focus on security issues and other important questions to in your CPA relationship.

Have a safe week

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email @ lynn@killingsworthspencerllc.com

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We can schedule Saturday appointments if necessary