Top 10 Questions to Ask a Prospective CPA Firm –

  1. What are your accounting and tax areas of experience?
  2. What experience do you have in this industry or sector?
  3. Who will be doing most of the work in your team?
  4. Are you comfortable working with technology? Will you store my tax and accounting documents in a secure portal and will I have access to them 24/7?
  5. Are you available year round to answer my questions?
  6. What is your experience with the IRS or any State tax agencies? What happened if I get audited?
  7. How do you bill for your services? Do you request a retainer? If yes, how much?
  8. How often do you communicate with your clients? What is your preferred communication approach?
  9. How do you manage expectations with your clients? What is the process of providing progress update?
  10. What is your firm’s value proposition?