There are two customers in every transaction.
Your CPA chooses clients too. Here's how to be one they go to bat for.
From Lesson 8
How to work with your CPA (and get more from them)
Treat your CPA as a year-round partner, not a once-a-year filer. Show up organized, ask specific questions, and talk before decisions, not after. The clients who get the most help are the ones who make the work easy and the conversation two-way.
Questions to ask your CPA
- What do you wish your clients did before tax season?
- How and when do you prefer I send documents and questions?
- When should we talk during the year, besides filing time?
- What are you seeing that I should be asking about?
These are my opinions, not gospel. Take this to a CPA who cares about you.
Education, not tax or legal advice. Talk with a CPA about your own situation.
Brain Bites on this
What should I ask my CPA before year-end?
December is too late for most planning. Here's the short list for October.
From Lesson 7
Should my LLC elect S-corp status?
It depends on three numbers, not on what a podcast said.
Source: IRS: S corporation compensation and medical insurance issues