Page 15 - The Other Side of The Mountain October 2018
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Meet your financial professional team
Certified Public Accountant (CPA)
A major service area for your CPA is to help
you implement an effective tax strategy, as
well as to prepare your tax returns. Individuals
turn to CPAs for tax and financial planning
services, investment advice, estate planning,
and more. CPAs are business and financial
strategists who help chart the paths for your
personal and business needs.
Before you select a CPA, make sure you consider the following
questions:
Does the individual hold an active CPA license?
Are your needs compatible with the CPA’s personality and
communication style?
Does the CPA have the experience you need?
It is important to establish a practitioner’s credentials before you
retain his or her services. You need to feel that this person has
integrity and honesty before you will trust him or her with your
financial information. Fee structures vary, and distinct types of
practitioners have diverse levels of training and experience.
Source: ValueYourMoney.org
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