1. How do you handle an IRS audit?
You’re looking for the CPA to walk you through their process. Listen to learn how they manage communication and advocate on your behalf. If they expect you to speak with the IRS at any point in the process, that’s a huge red flag.
2. How are you reducing my risk of an IRS audit without leaving tax deductions on the table?
Listen for specific examples they use when preparing your return.
3. What new tax incentives should I be considering?
Your CPA should be staying on top of new government incentives and shouldn’t be afraid to explore them with you. They also should know you and your wealth goals well enough to make strategic recommendations.
Ready to upgrade your CPA?
With the TFW Advisors® system, we match you with a CPA equipped with our proven wealth and tax strategy process. If you’d like to learn more, our team is available to help. Book a call today!