Getting started
Choosing a tax professional
Ask about qualifications, availability and the service you need.
Read the guide →EXPLORE THE PRACTICE
Accounting Knowledge Center
Useful questions, a clearer process and a thoughtful starting point. General preparation content; no individualized professional advice.
8 guides
Getting started
Preparing for an accounting consultation
Start with the service topic and the questions you want answered.
Read the guide →Business records
Cleanup and ongoing bookkeeping: scope questions
Ask whether the proposed work is a one-time review, cleanup or recurring service.
Read the guide →The process
Questions about sharing financial records
A public website inquiry is not a place for tax returns or account details.
Read the guide →Business records
Defining a business accounting engagement
Describe the business topic without providing financial details.
Read the guide →Business records
Clarifying payroll responsibilities
List the broad tasks you want to discuss.
Read the guide →The process
Comparing accounting service proposals
Compare the work described rather than relying only on the service name or quoted amount.
Read the guide →Getting started
Building a list of year-round questions
Keep a list of general service questions as your circumstances change.
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A fictional CPA practice. No accounting, tax, investment or financial advice is offered. No return is prepared or filed. Do not enter tax returns, Social Security numbers, account numbers or financial documents. A real engagement requires an appropriately qualified professional and agreed scope.
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