Tips For Choosing A Winter Haven CPA

By Liliana Mills


At some point, almost everyone will need the assistance of a Winter Haven CPA. Self-employed individuals, independent contractors, and those who own small businesses will likely find that this is particularly true. Even those who are good at math are better off having a CPA tackle complex financial matters.

Choosing the most suitable individual for one's accounting needs will make a big difference in the accuracy and thoroughness of the client's tax filing or other financial processes. Although at most colleges and universities, accounting is a singular degree, some CPAs specialize after they graduate. Therefore, qualifications will vary from one accountant to the next. Below are some suggestions that will help make the selection process simple:

The first thing one should do is generate a list of the business needs that must be handled by the CPA. These may include large-scale accounting, tax preparation and advice, bookkeeping, accounting system implementation, and filing assistance. Selecting the most suitable person for the job will depend on the information compiled in this list.

It is a good idea to speak to other business owners or self-employed individuals who are in the same field. This way, personal referrals from satisfied clients can be obtained. Businessmen and businesswomen who are pleased with their certified public accountant are usually more than happy to offer an opinion to other clients.

Visiting websites such as the Society of CPAs is also helpful for some consumers. This is especially true for individuals who are unable to get recommendations from others. Essential information can be acquired from websites of this kind, including lists of licensed certified public accountants located in the general area. Using this information, a list of prospective CPAs can be made by the client, based on the kind of accounting in which the professionals specialize.

Contacting the first 5 CPAs on the list should be one next step. A phone interview should be conducted with each accountant. This is a good time for one to review his or her requirements, and determine which CPA provides the necessary services. If one is satisfied that all his or her questions have been answered, he or she can then ask for an appointment to meet the accountant face-to-face and talk in greater detail.

Asking how long each CPA has been in business is also wise. In addition, a potential client may wish to check with his or her local Better Business Bureau to discover whether or not specific CPAs have multiple complaints. Even though the majority of accountants will eventually cross paths with a client who is unhappy with their services, a long history of complaints filed against a specific accountant should be regarded as a red flag.

Lastly, before making a final decision about a Winter Haven CPA, one must remember to ask about fees. Accounting is a competitive field, and some professionals will match cheaper rates that a customer has found somewhere else. Therefore, it is sometimes possible to negotiate the cost of services. Regardless of one's reason for needing a certified public accountant, following the aforementioned steps will make the selection process simple and stress-free.




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