Before Filing Time - Assess Your Current CPA

Assessing your CPA relationship is crucial for the financial health and success of your business. Your CPA plays a pivotal role in managing your finances, ensuring compliance with tax regulations, and providing essential financial guidance. A suboptimal CPA relationship can lead to financial setbacks and missed opportunities. Regularly evaluating this relationship can help you make informed decisions that align with your business objectives.

This assessment process consists of a structured series of questions and considerations designed to guide you through a comprehensive evaluation of your current CPA relationship. It covers key areas such as the services provided, communication, fees, trust, and more. The assessment aims to provide you with a clear picture of the state of your CPA relationship, enabling you to make informed decisions about its continuation or replacement.

CURRENT CPA EVALUATION & SELF-QUESTIONNAIRE

ISCPA encourages you to view this assessment as a starting point rather than a one-time event. The financial landscape is constantly evolving, and your business needs may change over time. We recommend that you regularly reevaluate your CPA relationship, ideally on an annual basis, to ensure it remains aligned with your goals and expectations. If you are having a hard time getting clarity on whether your current CPA is the best one for you, schedule your free consultation . We can determine how much you may currently be overpaying in taxes, and how we can stop it now and possibly recover excess payments from previous years.