You don’t have to own a multi-billion dollar company or be a CEO of a fast growing small business to need a tax accountant. Maybe you’re a new business owner and you’re not sure what to do and you don’t want to make any mistakes, or maybe you just don’t have enough time to sit down and plan all of this out. That’s when you need to consider hiring a tax accountant.
Let’s take a look at some things you need to consider to hire the right tax accountant.
First thing to do is Find an Accountant.
When looking for an accountant, referrals are always the best way to go. Ask your friends and family, your business partners, and of course take a look at those Google reviews. Make sure you find someone who knows what they are doing and has dealt with your situation before. A local independent firm is always a good choice, though they may not have a lot of reviews just yet. Consider contacting Matthews & Nulty! We have over 35 years of experience and our kind and professional CPAs will guide you through every step of the process.
Don’t forget to keep in mind the Different Types of Tax Professionals:
EAs have passed testing and background checks made by the IRS. Most of the time, they specialize in complex tax situations and can represent you before the IRS if you’re dealing with an audit or collections.
CPAs have passed the very challenging CPA exam and they are licensed in the state in which they work. They specialize in areas specific to accounting which include tax accounting. Keep in mind not all CPAs specialize in tax issues but most of the time they do. A CPA can also represent you if you are dealing with an audit or collections before the IRS.
Tax Attorneys are lawyers who specialize in tax law. They are required to have a juris doctor degree, and often have a master of law degree in taxation. They are best at complex and detailed legal matters such as preparing estate tax returns or taking a case before the U.S. Tax Court.
Before you decide to hire any of these or anyone outside of these choices, always set up an interview. You don’t want to give your personal information to someone you don’t know or someone that can’t be trusted. A short phone interview is what most people opt for so that you can ask you questions and get to know them.
Whether you’re filing personal or business taxes, the best option is to let our qualified team members at Matthews & Nulty guide you through the process. Our experts will help you stay organized and accurate when filing taxes so you can feel confident and maximize deductions.
To set yourself up for success this tax season, contact us today to schedule your tax consultation. Give us a call at 732-257-8604, email us at firstname.lastname@example.org, or fill out a form on our website. We look forward to being your reliable CPA firm this tax season!