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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.

  • What is a CPA?

    Although you may often hear friends talk about meeting with their CPAs at tax time or when they need critical business advice, in fact many people are not really aware of what it means to be a certified public accountant.

  • Why choose a CPA for all your tax needs?
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