Whew! Tax season is over around here for my clients. Time to start getting the 2012 books in order to be ready in 2013. Sometimes I just want to take a break from doing our bookkeeping work (my husband and I both own small businesses) and relax for a few weeks... or longer...! But I know doing that will only result in frustration next tax season because I got behind on my reconciling and data entry.
Spring/summer is also the best time to shop for a new CPA or tax preparer. June and July are perfect times to interview and begin working with a new tax professional so that you have established a relationship with them and have good communication throughout the year. It's such a nightmare to try and interview and find a tax preparer during the tax season rush! You will be so thankful that you did the preparation now instead of waiting until next new year.
The best way I have found to come up with a list of potential tax professionals is to ask family, friends and business contacts about who they use to prepare their taxes. If you are a small business, ask another small business owner that you know if they are comfortable with their tax preparer and see if you think their style and/or personality will mesh well with yours. Next, meet in person!! Sometimes you will immediately hit it off with someone and sometimes the communication is awkward and you wonder if they really understand the issues that your business or personal taxes deal with. Be honest and don't only interview one professional.
Good luck if you are on the search for a new CPA or tax preparer! Don't wait until next year to start the process or you might miss out on a great opportunity to find a great professional to help you.
Spring/summer is also the best time to shop for a new CPA or tax preparer. June and July are perfect times to interview and begin working with a new tax professional so that you have established a relationship with them and have good communication throughout the year. It's such a nightmare to try and interview and find a tax preparer during the tax season rush! You will be so thankful that you did the preparation now instead of waiting until next new year.
The best way I have found to come up with a list of potential tax professionals is to ask family, friends and business contacts about who they use to prepare their taxes. If you are a small business, ask another small business owner that you know if they are comfortable with their tax preparer and see if you think their style and/or personality will mesh well with yours. Next, meet in person!! Sometimes you will immediately hit it off with someone and sometimes the communication is awkward and you wonder if they really understand the issues that your business or personal taxes deal with. Be honest and don't only interview one professional.
Good luck if you are on the search for a new CPA or tax preparer! Don't wait until next year to start the process or you might miss out on a great opportunity to find a great professional to help you.
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