Listen to This Before Shopping For a New Tax Pro

I believe that it is important to find a tax professional who can provide comprehensive services year-round, rather than just during tax season. Many business owners do not completely understand the need for guidance and advice about tax strategies year-round and are hesitant to pay for higher-priced services. Some business owners also expect this level of service, for a very small annual fee.

It is important for individuals to understand the value of high-level tax services and the corresponding price point. I encourage everyone to think about what they expect from their tax professional and to be realistic about what they can expect for a certain price point. It's essential to find a tax professional who can provide the necessary services to meet your needs and ensure that you are compliant with tax laws.

What you'll hear in this episode:

[1:00] Patterns I am noticing in my client consults as tax season progresses.

[2:54] Common problems with low-cost tax preparers.

[3:34] Do not shop for a CPA solely on price.

[4:12] The question that I ask in all my consults to potential clients.

[5:51] The value in hiring a CPA that is fully invested in your business and tax strategy.

[7:03] What services you should be searching for when looking for a tax professional?

[9:30] How I step through a tax professional value discussion with potential clients.

* Related episodes:

231: Questions You MUST Ask Your Accountant Before Signing a Return

241: Five Key Financial Building Blocks for Your Business

244: How to File Taxes as a Single-member LLC or Sole Proprietor

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The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.