What should you ask During an Interview with a CPA? 

When it comes to finding the best CPA San Antonio, consider looking for a few ideas on what you should ask during the interview. 

  • How long have they been in business? 

An accountant preparing returns for a few years would have more chances of having a better understanding of tax laws, tax planning strategies, and IRS procedures. 

  • Do they have a niche? 

Most tax preparers specialize in working with specific kinds of clients. For instance, some accountants would work primarily with people of high net worth, clients having foreign assets or income, or business owners, and dentists and doctors. 

  • Are they available throughout the year? 

Most accountants would set up shop during tax season and close mostly after April 15. However, you might require assistance in tax planning, responding to an IRS notice, or seek advice all year round. Therefore, consider someone who is available as and when you need them. 

  • How do they bill for services? 

Most accountants would charge a flat rate. However, some would charge by the hour. There may be a few charges based on your anticipated funds. Consider providing a copy of the last year’s return and inquire about providing an estimate of their fee structure. It would be in your best interest to let them know about any circumstance affecting your tax situation every year. If the accountant charges a flat rate, ensure you know what has been included in the fee. Avoid any accountant charging a fee dependent on your anticipated refund, as the fee structure might be an incentive for the accountant looking forward to increasing your refund making improper deductions. 

  • What kind of software or apps do they use? 

With technology making its entrance in every arena, tax preparation is no exception here. Most accountants have been using technology for preparing your tax filing and refund needs. It would make it relatively easier for their clients and free their time to provide improver strategic advice. When you work with an accountant making the most of the tools inclusive of apps and cloud accounting that enables you to send documents safely along with reviewing and signing your return electronically, rest assured to save time and several trips to their office. 

Hiring an accountant during a busy tax season could be relatively difficult. You may have trouble locating someone willing to take time out of their day for an interview with you. The potential accountant should have time to answer your queries over the phone. 

What do you think?

Written by Paul Watson

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