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Questions to Ask a Certified Public Accountant

A Certified Public Accountant (CPA) is a licensed accounting professional who is expected to conform to the highest standards in the field. They can work in a firm or be self-employed; they can offer their skills to the corporate sector, small businesses, or the general public. As they are usually trained to deal with a wide variety of financial matters, you will likely find yourself seeking out the services of a CPA at one time or another. Here are a few important questions you may wish to ask them.

  • Are you authorized to work in this state?
    A lot of people don’t realize that a Certified Public Accountant must be licensed by the state where they work. If your CPA is originally from another area, they may no longer hold a valid license and could be operating illegally. This can cause serious legal problems down the road, as there are some functions that only a properly licensed CPA is authorized to provide.

  • What services do you provide?
    Some CPAs offer a variety of financial services. Some deal with relatively basic services like bookkeeping and helping individuals review and prepare their tax returns, while others deal with areas such as forensic accounting, estate planning, and bankruptcy.

  • How much will your services cost?
    Compared with your average accountant involved with simple bookkeeping services, a CPA can be quite costly. To avoid unnecessarily taxing your finances, you should first get an engagement letter from them spelling out exactly what they will be doing; this should include a “not-to-exceed” fee that places an upper limit on what they can charge.
  • American Institute of Certified Public Accountants
    Our association represents certified public accountants nationwide to further the industry. Providing valuable resources for any certified public accountant to gain education and knowledge.
    Write review for this local business
    National Association of Tax Professionals
    We represent certified public accountants, or CPAs, serving people with a variety of tax needs. If you're struggling with your tax preparation, contact one of our certified public accountants!
    MAP
    Write review for this local business
    Thode Paul
    Let our Certified Public Accountants in the Dublin area handle all of your accounting needs for you. CPAs provide service including comprehensive accounting, tax return preparation and audit filing, bookkeeping services, and more. Fully licensed and insured. Call us to schedule an appointment.

    "Paul Thode knows his business. If you bring him all of your papers, you will be on your way before you can finish a cup of coffee. I have been using Mr. Thode for 12 years and will use him as long as he has his business. I highly recommend Dimond Tax Services! ..."
    1 review: *****
    Write review for this local business

    STANDARD LISTINGS:   CERTIFIED-PUBLIC-ACCOUNTANTS-CPA IN/NEAR DUBLIN
    Erich Heston, Cpa Write review for this local business
    554 Positano Place, Brentwood, CA 94513
    (925) 698-6720  
    We offer a full range of tax and accounting services, call us today for a free consultation. Our certified public accountants are known for reliability and affordability to clients in the area.
    J. Tiger Consulting CPA Cfp Write review for this local business
    790 Laurel St Ste 14, San Carlos, CA 94070
    (650) 551-1040  
    Reliable CPA certified public accountant J Tiger Consulting CPA, best CPA Rates tax preparation income tax preparer, including federal CPA in accounting bookkeeping company services.
    Ash Varikkat, Cpa Write review for this local business
    2200 Monroe Street, Ste 308, Santa Clara, CA 95050
    (510) 301-8230  
    Accounting, Tax and Business Advisory Services. Not-for-profit Consultation. Contact me for a free consultation.
    Gordillo Joseph E CPA A Professional Corporation Write review for this local business
    6850 Regional St, Dublin, CA 94568
    (925) 803-8100  
    Hernan CPA Puentes Cfp Write review for this local business
    6850 Regional St, Dublin, CA 94568
    (925) 803-8100  
    Kathryn Valva Chambers CPA Write review for this local business
    11828 Dublin Blvd, Dublin, CA 94568
    (925) 803-0800  
    Falls Steven Scott Write review for this local business
    7600 Dublin Blvd Ste 220, Dublin, CA 94568
    (925) 828-3728  
    Peter J Passantino CPA Write review for this local business
    7080 Donlon Way, Dublin, CA 94568
    (925) 829-1158  
    Compass Financial Solutions Write review for this local business
    7033 Village Pkwy Ste 210, Dublin, CA 94568
    (925) 803-1400  
    Frances Gonsalves CPA Write review for this local business
    7080 Donlon Way Ste 109, Dublin, CA 94568
    (925) 828-5050  
    E Gribbell Nancy CPA Write review for this local business
    7567 Amador Valley Blvd Ste 206, Dublin, CA 94568
    (925) 829-6411  
    Bunny Chuah CPA Write review for this local business
    6360 Clark Ave, Dublin, CA 94568
    (925) 803-2988  
    Costello Accountancy Corp Write review for this local business
    7080 Donlon Way, Dublin, CA 94568
    (925) 828-2914  
    Pamela J Buck CPA Write review for this local business
    7567 Amador Valley Blvd Ste 206, Dublin, CA 94568
    (925) 560-0770  
    Cho Jenny CPA Write review for this local business
    6500 Dublin Blvd, Dublin, CA 94568
    (925) 803-0200  
    Beltrami Cpas Write review for this local business
    7441 Rolling Hills Cir, Dublin, CA 94568
    (925) 551-8460  
    Accounting Service Write review for this local business
    7567 Amador Valley Blvd Ste 102, Dublin, CA 94568
    (925) 829-5699  
    C Day Michele CPA Write review for this local business
    11828 Dublin Blvd, Dublin, CA 94568
    (925) 551-8100  
    Huang Christopher CPA Write review for this local business
    11740 Dublin Blvd Ste 205, Dublin, CA 94568
    (925) 829-7628  
    Jja CPA Inc Write review for this local business
    7080 Donlon Way, Dublin, CA 94568
    (925) 556-6200  
    Gracie Uchida Ea Write review for this local business
    7080 Donlon Way Ste 214, Dublin, CA 94568
    (925) 248-2940  

    Certified accountants are able to perform many services beyond tax preparation. CPAs are able to analyze and review the financial systems that a company has in place. They can report which products or locations are returning the most profit. They can pinpoint which employees are getting the most return from clients. They often prepare bookkeeping reports and information that can be taken to owners and board members when making proposals.

    Public financial experts are available to research and analyze your market. They will determine how your business compares to other businesses in the same market of similar size. They can report to you how your enterprise is stacking up against the competition. Employing and drawing on these resources is a wise investment in your ventures profitability.

    CPAs can also offer professional services during times of crisis such as bankruptcy or legal challenges. Businesses enjoy a level of attorney client privilege that allows them to seek advice with confidence. CPAs can draw from their intimate knowledge of a company's bookkeeping to perform forensics and make recommendations.

    Financial firms offer many types of planning services. The benefits or liabilities to a company's tax cost are discussed as business decisions are considered. Financial frameworks are planned so that small businesses have a plan that determines their future financial decisions. An expert in finance is able to make investment recommendations based on the bigger picture of a company's goals and current situation. Estate planning may inform an owner's long-term goals.

    Qualified certified public accountants are equally valuable when a corporate entity wants to hold itself to the highest standards. Highly accurate and trustworthy financial records build a relationship of quality and integrity with clients and potential consumers. When your business is viewed in this light, clients are more likely to choose your sound financial prospects over those of your competitor.



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