Choosing a CPA Firm

In today’s ever-changing financial markets, it is increasingly important to do your homework and ask for proper guidance from the experts. As certified public accountants, we offer sound and experienced advice. Whether you need someone to help with your tax planning or more in-depth counseling, CPAs are experts that can help you.

There are numerous accounting firms, CPA's and CPA firms, financial consulting firms, financial auditing firms, tax preparers and tax audit representation firms in Charlotte, NC. Following are some guidelines that we have put together to help YOU choose a CPA:

 Get a suggestion from a friend.

 Ask another professional for a reference, (i.e. your attorney).

 Ask the owner of a local business you frequent.

 Look in the Charlotte, NC yellow pages.

Once you have found a CPA, ask him/her for background information:

 Where did he/she go to school?

 In what area of financial counseling does he/she specialize?

 Is he/she a certified public accountant? (not all accountants are CPAs)

 Who are some of their clients? Call some of these clients to see if they are     satisfied with the service they have received.

 Is he/she a member of the North Carolina CPA Society?

 Where and when did he/she receive their license to practice?

 What is their fee range?

These questions may seem basic, but not asking them can sometimes lead to unpleasant surprises in the future.