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How to Build a Relationship with Your CPA Kissimmee

The relationship between clients and their certified public accountants or CPA in Kissimmee is an important one, as the CPA is in charge of handling all the vital components of the business. A CPA in Kissimmee will prepare income tax returns, help you with business and personal tax planning, and represent you in front of government agencies at local, state, and federal levels.

Therefore, when choosing a CPA in Kissimmee, you need to ensure that you will be able to maintain a lifelong relationship with them. How can you build one? Just follow the tips below to build a long lasting rapport with a CPA in Kissimmee:

Your Relationship with Your CPA Should be Build on Trust

If you are not comfortable with your current CPA, you should move on to the next one. Since they will be handling all your personal financial information, you need to ensure that you are comfortable with them looking after your sensitive data.

By sticking with a CPA in Kissimmee for several years, he/she will gradually become aware of your situation and your business. If they see any discrepancies in your taxes, they will quickly correct it. If you have a habit of switching from one CPA to another, huge changes in your taxes will most likely go unnoticed due to their unfamiliarity with your situation.

Make Things More Convenient for Your CPA

Do not hand a CPA in Kissimmee with all the documents to sift through to make tax deductions, but provide them with a list of bank statements neatly inputted into a spreadsheet. It will make life easier for both you and your CPA. This will allow the CPA to claim taxes on certain items listed in the spreadsheet more efficiently. Do not make life hard, but easy for both of you.

Do Not Make Assumptions

You should consult with a CPA in Kissimmee about possible tax savings opportunities that you can take. For instance, you might assume that you will not have to pay gift tax a certain year, but only to find out later that you do. If you have any assumptions, you can ask your CPA in Kissimmee if there is any truth to it.

Consult With Your CPA about Important Decisions

If you want to purchase anything you think you can claim tax later on, do not do it before consulting with your CPA in Kissimmee. The laws change continually on what you can and cannot claim tax credit on, and for this reason, it is pertinent that you let your CPA know about all your future purchases.

Never Lie to Your CPA

You should never lie to your CPA even if the information you have to tell them is embarrassing to share. You should be rest assured that your CPA will not divulge the information to anyone else and will try to determine the most suitable method to claim expenses or report earnings.

A CPA plays an important role in your life, and that is why it is important for you to establish a close relationship with them. You can start building a relationship with one by finding a qualified CPA in Kissimmee.

If you need more information about our Kissimmee  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)

Robert AcevedoHow to Build a Relationship with Your CPA Kissimmee