http://www.onemoneydesign.com/how-to-find-a-cpa/ True Financial Freedom Wed, 08 Feb 2012 21:15:02 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.onemoneydesign.com/how-to-find-a-cpa/comment-page-1/#comment-2382 Jason Thu, 21 Jan 2010 11:30:04 +0000 http://onemoneydesign.com/blog/?p=4114#comment-2382 Thanks, Susan. I think this post is becoming quite a good resource for people with the added value you and Linda providing your insight from the CPA perspective. These are all good thoughts that can be changed into the form of questions when looking or interviewing a potential CPA for your personal situation. Thanks for commenting! Thanks, Susan. I think this post is becoming quite a good resource for people with the added value you and Linda providing your insight from the CPA perspective. These are all good thoughts that can be changed into the form of questions when looking or interviewing a potential CPA for your personal situation. Thanks for commenting!

]]> http://www.onemoneydesign.com/how-to-find-a-cpa/comment-page-1/#comment-2371 Susan Tiner Thu, 21 Jan 2010 00:37:14 +0000 http://onemoneydesign.com/blog/?p=4114#comment-2371 It's great if you can get a referral to a CPA through a bookkeeper or business accountant who has experience with different CPAs. In working with my clients, I've become familiar with lots different CPA practice styles and expertise. Some CPAs focus on compliance work whereas others are willing to also handle tax advisory matters such as a schedule of Traditional to Roth IRA conversions. Some CPAs are very high-tech, e.g., familiar with QuickBooks, willing to exchange electronic files, etc. It’s great if you can get a referral to a CPA through a bookkeeper or business accountant who has experience with different CPAs. In working with my clients, I’ve become familiar with lots different CPA practice styles and expertise. Some CPAs focus on compliance work whereas others are willing to also handle tax advisory matters such as a schedule of Traditional to Roth IRA conversions. Some CPAs are very high-tech, e.g., familiar with QuickBooks, willing to exchange electronic files, etc.

]]> http://www.onemoneydesign.com/how-to-find-a-cpa/comment-page-1/#comment-2342 Jason Tue, 19 Jan 2010 18:49:11 +0000 http://onemoneydesign.com/blog/?p=4114#comment-2342 Linda, thanks for this value added comment. Those are excellent questions for readers to ask as they search for a professional that meets their needs. Linda, thanks for this value added comment. Those are excellent questions for readers to ask as they search for a professional that meets their needs.

]]> http://www.onemoneydesign.com/how-to-find-a-cpa/comment-page-1/#comment-2341 Linda A. Stortz, CPA, EA Tue, 19 Jan 2010 18:22:17 +0000 http://onemoneydesign.com/blog/?p=4114#comment-2341 There’s one thing that you forgot to mention. Many people think that just because a person prepares tax returns, then he/she is a CPA and that’s not true. Only Enrolled Agents and CPAs are governed by professional standards so it’s important to choose either one of these for a knowledgeable tax preparer. Also, we have to take continuing professional education each year to keep up with tax laws. People should ask if their tax preparer has taken this education during the year to be familiar with the current tax laws. There’s one thing that you forgot to mention. Many people think that just because a person prepares tax returns, then he/she is a CPA and that’s not true. Only Enrolled Agents and CPAs are governed by professional standards so it’s important to choose either one of these for a knowledgeable tax preparer. Also, we have to take continuing professional education each year to keep up with tax laws. People should ask if their tax preparer has taken this education during the year to be familiar with the current tax laws.

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