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