Get NY OA Tax Partners Tax Questionnaire 2021-2024

The 10 Questions You Need to Ask Before Hiring an Accountant What Services Do You Offer? ... What Are Your Fees? ... What Certifications Do You Have? ... How Long Have You Been in Business? ... Who Will Handle My Tax Work? ... What Are Common Issues in My Industry? ... Could You Represent Me in an Audit? ... How Do I Contact You for Questions?

What to take to your first meeting with an accountant Bank Statements. ... Loan Statements. ... Credit Card Statements. ... Financial Agreements. ... Payroll Records. ... Your Income. ... Invoices and Expenses Receipts. ... Employment Income.

Whether you've worked with a professional for years or it's your first meeting, make sure you know what questions to ask your accountant. What records should I keep? ... How should I prepare for tax season? ... What business expenses can I deduct? ... When should I pay estimated taxes? ... How can I better manage my cash flow?

These 10 questions will help you find an accountant that's the right fit for your business and complement your bookkeeping services. What licenses do you have? ... Who are your clients? ... How big are you? ... Who will do the work? ... How do you work? ... How will you add value to my business? ... How accessible are you?

These 10 questions will help you find an accountant that's the right fit for your business and complement your bookkeeping services. What licenses do you have? ... Who are your clients? ... How big are you? ... Who will do the work? ... How do you work? ... How will you add value to my business? ... How accessible are you?