March 10, 2020

How to Find the Best C.P.A. or Tax Accountant Near You

Take the time to hire a reputable tax pro and review their work carefully to help ease your worries this tax season. Be careful to select the most qualified tax professional for your own particular situation. Unfortunately, there are some advertised providers who may be out to scam you. Some ways to find the best provider for you is to ask friends and relatives who they recommend, search professional directories and look at national CPA organizations. It is a good idea to be thorough and interview a number of people before you make your final decision.

Key Takeaways:

  • Step 1: Compile a list of potential C.P.A.s and tax accountants by asking friends, family, and co-workers for referrals.
  • Step 2: Narrow down your options by verifying their credentials, reading online reviews and making an appointment.
  • Step 3: Interview a prospective C.P.A. by asking key questions, like how long they’ve been an accountant, if they have any specialities and who will work on your return.

“C.P.A.s and accountants tend to focus on particular niches or specialties, such as small-business owners, high-net-worth individuals, or clients who work in certain industries. If you have specific needs — maybe you own a small business or rental property, or you hold foreign investments — you should work with someone who specializes in working with clients like you.”

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