10

Questions to Ask Your CPA

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Page 1: Questions to Ask Your CPA
Page 2: Questions to Ask Your CPA

To ensure a good match, here are a

few key questions to ask a tax

professional before trusting them

with your financials.

Like any other profession each

accountant has different

capabilities and limitations.

Page 3: Questions to Ask Your CPA

Question #1

“How long have you been

working in the financial

industry?”

Page 4: Questions to Ask Your CPA

Question #2

“What’s your tax specialty?”

Page 5: Questions to Ask Your CPA

Question #3

“Will my information be safe?”

Page 6: Questions to Ask Your CPA

Question #4

“What tax strategies are

working for your other clients?”

Page 7: Questions to Ask Your CPA

Question #5

“How big is your firm and how

many clients to you have?”

Page 8: Questions to Ask Your CPA

* If you don’t get the feeling that an

accountant is excited about helping

you take your business to the next

level, move on to one who is.

Question #6

“How can you help my

business?”

Page 9: Questions to Ask Your CPA

Success

Strategies

A good CPA is more than just a number cruncher – he or she is a long-term partner and business

advisor with expert recommendations on how to

attract more customers, market your products and services, and

boost revenue.

Page 10: Questions to Ask Your CPA

www.gmlcpa.com

If your looking for a long term partner who’s

invested with the grow and success of your

business all year round contact us. We are in

the relationship business. We are a national

firm that specializes in our client’s success.