Choosing a CPA is about more than just numbers — it’s about finding a trusted partner for your finances. Here’s a friendly checklist to help you know what to look for and feel confident in your choice.
The Right Credentials
- They’re a licensed CPA in good standing.
- They belong to trusted professional groups like the AICPA or your state CPA society.
- They may even have extra certifications to better serve you.
Experience That Matches Your Needs
- They understand your industry and the type of work you do.
- They have a track record with the services you need most — whether that’s taxes, bookkeeping, audits, or business coaching.
- They know your state’s tax rules (and federal ones too).
A Solid Reputation
- Clients speak highly of them — in reviews, testimonials, or referrals.
- They’ve been recognized for doing great work.
Clear, Friendly Communication
- They explain things in plain language, without accounting jargon.
- They offer advice before you even have to ask.
- They’re available all year — not just during tax season.
No Surprises on Pricing
- You know their fees and what’s included before work begins.
- They provide an agreement so everyone’s on the same page.
Tools That Make Life Easier
- They use secure portals for sharing documents.
- They work with modern accounting software.
- They can meet virtually, if that’s what you prefer.
Trust & Integrity
- They keep your information safe and private.
- They give honest, ethical guidance — even if it’s not the easiest answer