Question #1: Why did you become a CPA?
The best CPAs see themselves as guides for their client’s success. You want a partner that cares more about you than themselves, and this question gives you some insight into how they’ve viewed their work since the beginning.
Question #2: How do you handle an IRS audit?
The last thing you want is a CPA who is afraid of the IRS. Look for someone who demonstrates confidence, clarity, and certainty in their answer. You’ll be in good hands, even in worst-case scenarios.
Question #3: What’s your system for reducing taxes?
If you want reliable results, you need a CPA who has a proven system for tax reduction. They should work with you on an ongoing basis to help you formulate a wealth and tax strategy tailored to your goals.
Need help finding the right CPA?
Give us a call. Our team would love to get to know you and share more about how TFW Advisors® can help.