As you search for the right CPA firm consider the following questions. After all as a Small Business Owner, switching CPAs can be a daunting and time consuming task and you want to ensure that the firm you choose has the right balance of services for your needs.
- Ask for Referrals
- Ask other small business owners, people in your network or your current accounting software company for recommendations.
- Use Public Records
- There are a handful of site you can use to look up CPAs, such as CPAVerify.org or the IRS Directory.
- Search Your State Board
- Once you have a CPA Firm in mind, check for complaints or disciplinary action with your state board of accountancy.
- Look at IRS Records
- Check the IRS for any reported issues
- Check with the Better Business Bureau
- Find business details and ratings through the BBB
- Interview at least 2 – 3 CPAs before making a decision
Questions to ask potential CPA firms
- What services to you provide small business owners?
- What are your fees?
- How does your firm bill and what billing options are available?
- Are you familiar with my type of business?
- How do you prefer to communicate?
- How often do we meet?
- Can you refer me to a trusted tax attorney if I need legal tax representation (such as in the event of an audit)?
- Are you licensed in my state or familiar with state-specific tax laws that may affect me?
The information contained on our website and in blogs is provided for information purposes only and does not constitute legal advice.