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Working with a Preparer

You’ve made the decision and chosen a CPA to help you with your tax and financial needs. Congratulations!  This section covers the types of documents you want to bring when meeting with your CPA and describes the types of services he or she can provide.

Articles

  • Facts to Know When Choosing a Tax Preparer

    As the federal tax return deadline nears this year, you may hear people advertising themselves as “tax preparers.” What does this mean? It’s important you know the answer to that question.

  • How to Choose A CPA

    When deciding which tax preparer is best suited for your needs, you should keep in mind that certified public accountants offer a high level of business expertise and integrity.

  • Meeting with your Preparer

    You’ve made the decision and chosen a CPA to help you with your tax and financial needs. Congratulations!  This article covers the types of documents you want to bring when meeting with your CPA and describes the types of services he or she can provide.

  • Tax Credit Sampler

    A tax credit reduces the amount of income tax you may have to pay. While not a comprehensive list, the following personal tax credits are of general interest to individuals.

  • What is a CPA?
  • Why choose a CPA for all your tax needs?
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