Selecting The Best Winter Haven CPA

By Liliana Mills


Many individuals need the services of a Winter Haven CPA at some point in time. This is particularly true for those who own small businesses or who are independent contractors or self-employed. Even though a person may have good math skills, it is always a good idea to have a certified public accountant take care of complicated matters.

Choosing the most suitable individual for one's accounting needs will make a big difference in the accuracy and thoroughness of the client's tax filing or other financial processes. Although at most colleges and universities, accounting is a singular degree, some CPAs specialize after they graduate. Therefore, qualifications will vary from one accountant to the next. Below are some suggestions that will help make the selection process simple:

Initially, one should make a list of his or her needs and the tasks that must be turned over to the accountant. These may include bookkeeping, filing assistance, tax preparation advice, accounting system implementation, and large-scale accounting. Choosing the best individual for these tasks will depend on the facts compiled when one makes his or her list.

Talking to others who are self-employed or who own small businesses in a similar field is also helpful. In this way, a prospective customer can get the opinion of satisfied customers and discover where they went for their accounting needs. Virtually anyone who is happy with his or her CPA will not hesitate to describe their experience to other business associates.

An individual may also decide to visit the website of his or her local Society of CPAs. This is a wise decision, especially for those who cannot obtain referrals from satisfied clients. Important facts can be obtained from such sites, including a list of certified public accountants who are licensed in one's area. Using this information, prospective clients should make a list of recommended CPAs in the general region, based on the kind of services in which they specialize.

Contacting the first 5 CPAs on the list should be one next step. A phone interview should be conducted with each accountant. This is a good time for one to review his or her requirements, and determine which CPA provides the necessary services. If one is satisfied that all his or her questions have been answered, he or she can then ask for an appointment to meet the accountant face-to-face and talk in greater detail.

It is wise to ask each accountant how long he or she has been in business. It is also good idea to check with the Better Business Bureau to see if a certain CPA has a history of complaints. Although most professionals will eventually have a disgruntled customer at one point or another, a history of continuous complaints against one particular CPA is not a good sign.

Finally, before a final choice is made concerning a Winter Haven CPA, clients should remember to inquire about fees. It is often possible to acquire such services for less money than one originally thought, as many accountants offer competitive rates and may be willing to match a lower price one has found elsewhere. Regardless of the reason a client is in need of the services of a CPA, following the suggestions outlined above will make finding a suitable individual a simple and stress-free process.




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