Integrating your computer files with your knoxville tax preparation files can save time and money – and increase accuracy. Doing so over the Internet makes it even simpler. Find out how your CPA uses the Internet. Does he have his own website? If so, check it out and ask questions about the resources available on it. Find out how you can interact with him and his computer systems to make work flow more efficient, while enabling both of you to stay in touch.
When do you work? What are the CPA’s hours of operation? Make sure that you can call him at hours that are convenient for you.
Do you conduct your own business and personal affairs in a reasonably efficient and sensible way? Ask questions about the CPA’s approach to getting and serving clients, the role of staff, the use of technology – including computers, communications equipment and the Internet – as well as ways of keeping current, research methods, management of files and records, etc.
Will my computer and/or I be serviced by you, a partner or junior accountants? Many CPA firms train new associates at the client’s expense. Be sure you get what you pay for.
How are your fees calculated? Will you be charging me for every phone consultation? To avoid friction later, it is essential to discuss the CPA’s fee structure. Tax professionals may bill by the hour, form, overall return or some combination.
What can I do to help you with your work and keep your fees to a minimum? A great deal of your accountant’s time can be saved by preparing information beforehand. Find out if your CPA is willing to work with you to offload this work to your firm.
How long have you been a Certified Public Accountant, and what other licenses do you hold? You should inquire with the state CPA organization to discover if there have been any disciplinary actions entered.