Frequently Asked Questions

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Our fees depend on the type of tax or accounting services you need us to provide. We discuss this during your free consultation.


We provide a wide range of accounting services, from assisting with monthly bookkeeping to payroll processing/payroll taxes, to taxes and audit representation. If the firms have several professionals, they will probably specialize. If you are looking for an all-in-one firm, a CPA is better than an accountant, because CPAs are qualified to do more, including representing you at a tax audit.


Ask if this person is qualified to represent you in an IRS audit. All CPAs are qualified to represent clients before the IRS, but not all accountants are. Also, ask how many tax audits this person has participated in. You may never be audited, but having someone on your side who knows what to expect with the IRS is a plus.


Ask about the experience of this firm with your type of business. Not all business types are handled the same from an accounting and tax standpoint, and having a firm that understands your field is very helpful. For example, if you are a healthcare professional (chiropractor, acupuncturist, physical therapist, psychologist, or other), your CPA should be knowledgeable about valuing equipment and accounting for patient receivables.​


If your business operates in several states, ask if the firm is able to practice in all states where you have a business. Many states have reciprocal agreements, but check anyway.

Most professional firms use email and many use Skype, teleconferencing, and other online services. If you have a firm that's not in town, using these services is essential. But some older professionals don't feel comfortable emailing for security issues. How you do business will be reflected in your preferences and those of your CPA.

One of the primary purposes of having a CPA is for tax consultation. Ask how often this person recommends a meeting to discuss taxes. You should meet at least at mid-year after the June financial statements are prepared, and some firms recommend meeting every quarter. It is far better to pay a little more to meet several times a year than to wait until the end of the year and find that you have a tax problem.

Have a frank discussion about tax philosophy. Is this person cautious, assertive, or aggressive about taking deductions? A couple of good points to use as examples are travel expenses and home office deductions. Your CPAs style and philosophy should match yours. If you don't feel comfortable with this person's philosophy, keep looking.