When it comes to working with your 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 your CPA.
Before you even contact a CPA, be prepared with your goals and objectives of 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, needing to plan 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.
Here at KLP we are here to answer any questions and concerns you have. Contact KLP today here.
Cited source: http://www.valueyourmoney.org/need-a-cpa2.asp