You should always ask some key questions when you first speak with the CPA, understand how they work and most importantly what they will want to charge you for the work you need to be done. Never be put off by a high number, if they quote you a high figure, make sure drill down around why they charge so much compared to their competitors, you may just like what you hear. When looking in Queens, make sure they are a member of the relevant professional organization.
A good CPA will always be able to walk you through what memberships they have and what organizations they belong to. Most CPA’s will need a professional membership to practice within a certain area. Never be afraid to take their advice, you are the client so they should be in a position to offer you the best solution to your problem. If you feel like the solution you are getting is not the best one for you, tell them. They are a professional; they will be able to offer you the best advice! Don’t believe “stories” you have heard from other people or “advice” you have read online. They will be in the best position to give you advice. Remember, everything you tell a CPA is to be treated as confidential, they will work in your best interests to get the best results or strategy for you. To make sure you get the best value from a CPA, always use an independent CPA over one a financial institution may recommend for you. While all CPA’s should be independent, ones attached to financial institutions may have an incentive to push their products, especially for investment services. When it comes to working with a CPA, remember you are the client. To get the best from your CPA remember to have a list of what it is you want to achieve ready. Most CPA’s wont charge you for their meeting time, especially not on the first meeting. Use that time wisely to understand exactly what your CPA can do for you.