Questions to ask an accountant

When you are looking for someone to prepare your taxes, you should ask a few questions so you know what to expect from your accountant. Answers to these questions will help you choose an accountant and ensure you are comfortable working with them.

This is a short list with additional ideas found at Accountability Team

Are you a CPA?
If not a CPA, are your an Enrolled Agent or an unlicensed accountant?
What are your fees?
Do you have hourly fees for non-tax services?
When do you need my documents?
If I need an extension, when do you need my documents?
Can you help if I get audited? What is your procedure?

Expect your accountant to also ask you some questions and to request various documents. Be available to them by phone or email in case they need more information from you as they work on your tax return.

Questions to ask an accountant

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