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How can you get the most value from a CPA's services?
Home » Accounting » CPAs » How can you get the most value from a CPA's services?When it comes to working with a CPA, you are in control, but there are a variety of things you can do to get the most value out of your time and money spent with a CPA.
• Before you contact a CPA, prepare your goals and objectives. Define your expectations. Have a list of questions and a clear idea of what you want to accomplish.
• Think about the services you will need today—and in the future.
• Before you meet with a CPA, gather all the documents you might need, such as past tax returns, financial statements, investment documents, business plans. Take this information with you to the first meeting.
• Keep your CPA up-to-date on what's happening in your life. Are you getting married, divorced, having children, planning your child's education, expanding or selling a business? Any of these can have an impact on your tax liability and personal financial goals.
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