How to Find an Accountant Specializing in Tax Planning
Certified public accountants, or CPAs, must have many hours of training to handle accounting matters, and they need to be licensed. However, not all accountants are equipped to handle tax planning. So, you need to ask several questions to make sure you choose an accountant who's able to handle your tax situation.
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Instructions
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Consider asking a family member, friend or co-worker if he has worked with an accountant on tax matters. If so, ask if he was happy with the accountant's work, and then contact any accountants who receive good reviews.
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Ask an accountant about his credentials. CPAs have to pass a demanding exam, and they should be licensed in the state where they work. Find out what designations a CPA has before choosing one to handle your tax planning.
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Get information on the types of tax-planning matters an accountant typically handles, and consider whether his specialties match your needs. Some accountants specialize in business taxes, and such an accountant may not be the best option for your situation.
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Do your own background check on any account you might have handle your tax planning. Contact the board of accountancy in your state to find out whether a CPA has a current license. Additionally, find out whether any disciplinary action has been taken against the CPA.
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Tips & Warnings
Ask whether the accountant does all his own tax-planning work or whether it's outsourced. If any outsourcing is done, inquire about how the outsourced work is supervised.
Find out how long an accountant intends to take to give you a tax plan.
