Answers from Your Trusted Personal and Small Business CPA

You should contact an accountant when starting a business, experiencing major life events, preparing for tax season, or engaging in significant financial transactions. An accountant can help you take the next steps!

After considering their expertise, credentials, compatibility, and client reviews, ask yourself these questions:

• Does your accountant return your calls?

• Do you feel comfortable asking them a question?

• Do you feel heard?

With the right accountant, the answer should be a resounding "Yes!"

A Certified Public Accountant (CPA) is a licensed accountant who has passed specific exams. They can offer a broader range of services, including audit and attestation services.

Consider factors like the CPA's experience working with small businesses, expertise in your industry, range of services, and client testimonials or references.

A small business CPA can develop tax strategies to minimize liabilities, ensure compliance with tax laws, and identify deductions and credits specific to your industry.

The sooner, the better! Capital purchases, minimizing taxes owed, and maximizing deductions are all done best with lots of lead time.

Keep organized records, track expenses, and consider making pre-tax contributions to retirement accounts. Consulting with a tax professional can help you identify additional opportunities for deductions.

At Custom Accounting Solutions, your consultation is FREE! Just give us a call or fill out the form on our website to get started.