Prior to meeting with a CPA, you should review your present and future financial goals and needs. Some general questions you should ask yourself might be:

  • Will you need help with personal financial issues, individual or corporate tax returns, retirement, estate, or college planning?
  • Do you need financial statements prepared for your business? Must those statements be audited or reviewed?
  • Do you want to do as much as possible in-house, or are you considering out-sourcing some of your bookkeeping, accounting, or CFO functions?
  • What is your budget for CPA services?

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