1. What are your credentials-experience?
- Are you a CPA?
- Years of experience?
- Experience with employees and business owners?
- Do you specialize in any industries?
2. What services do you offer?
- Tax prep, bookkeeping, financial advising?
- Can you prepare and file my personal income tax return?
- Do you assist with the Texas Franchise Tax forms?
- Do you offer proactive tax planning throughout the year?
- Do you offer audit representation if I were to be audited?
- Can you advise on tax-saving strategies for my LLC, such as changing to an S-Corp if needed someday?
3. What is your fee structure?
- How do you charge for your services?
- Can you provide me with a fixed quote?
- If you offer bookkeeping what are the packages or monthly costs?
- Are there any hidden fees or extra charges I need to be aware of?
- What is your payment schedule?
4. Communication
- What is your communication preference?
- Will I be working with you directly?
- Are you available for questions outside of tax season?
- What is your process for collecting documents?
5. Client Relationship
- Can you provide any client testimonials?
- What do you see as the biggest tax challenges or opportunities with my financial situation?
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