A professional CPA Lake Nona, FL, does much more than filing yearly tax returns, in fact, their job description is growing to fit the ever-growing demand and needs of individuals and business owners who require another pair of eyes on the financial situation of their businesses.
Now, the services of a CPA Lake Nona, FL include finance related analysis and performance, tax, estate and long-range planning, retirement planning, managing personal investments, and providing general financial advice to the owner of a business or an individual.
It’s a very good idea for those who are planning to start a new business, or need help with filing complicated tax returns, and other matters of bookkeeping, or those who just aren’t good with numbers to hire a professional CPA Lake Nona, FL who can help them make good decisions regarding any financial situation. Here’s what you should consider though, before hiring one.
Determine your reason and goals
Before hiring a professional CPA Lake Nona, FL, think about your exact reasons for needing one. Do you need help with only your tax returns, or do you want the CPA Lake Nona, FL to analyze your current financial situation and advise you accordingly? It’s important to have clear reasons and goals before setting out to search for the right CPA, as then you’ll be looking to find one who fits your criteria and issues.
Ask for references in your search
The best way to find the right CPA Lake Nona, FL, is by word of mouth. Therefore, get as many references from individuals you know, or even strangers who are professionals of a related field. You can easily narrow the list of potential CPA’s down, by finding out if they have worked with former clients with similar needs and goals as yours, finding how much they charge and whether or not will give an estimate etc.
You will need to do still more research, by verifying credentials, references, and then the most important when hiring a good CPA Lake Nona, FL, conduct face to face interviews with the top candidates.
Discuss your goals and needs
Business owners should find and hire a CPA Lake Nona, FL with the specialized training or experience suited to better combat any specific or unusual financial situation in their business. For example; an external audit in the company might require a Certified Fraud Examiner, or a Certified Valuation Analyst may be called in for a business appraisal. Also find out how much time a CPA Lake Nona, FL in devotes to this issue, if business owners might want to increase their investment portfolio further.
Last step, make a convincing offer
After all of the above steps are done with, and handled accordingly it is time to make an offer. Hiring a CPA Lake Nona, FL, takes time, effort and energy but it will be worth it.
While there is no surety that every step will work for you as the way it’s meant to, this will give you a solid place for your renewed search.
If you need more information about our Lake Nona, FL accounting and tax services, please contact us at 407-344-1012. Freedomtax Accounting’s staff has been providing honest accounting services and tax services for 15 years. Our Orlando accounting and tax firm has its main offices in Kissimmee, FL. Our services are provided nationwide, but mainly in the Central Florida market to areas like Orlando, South Orlando, Kissimmee, St. Cloud, Poinciana, Clermont, Davenport, Hunters Creek, Lake Nona, Celebration, Winter Park, Windermere, Dr. Phillips, Maitland, Altamonte Springs, Winter Garden, Ocoee, Apopka, Belle Isle, Edgewood, and Oakland FL. Our tax accountants and IRS enrolled agents (irs ea) specialize in corporate accounting and bookkeeping, tax services, tax preparation, back taxes help, tax debt relief, tax resolution, tax planning, itin number, incorporations, and non profit 501c3 tax exempt. (Freedomtax’s accounting and tax professionals are NOT CPA’s. CPA services provided by third party provider.)