alt

"Not Everyone Knows What They Are Doing".

Please be careful when choosing a CPA. Some studies show that as many as HALF of all tax preparers aren't certified public accountants. Some are nothing at all, they just showed up, watched a couple videos, and got hired. So, when it comes to your taxes, and your business, do your research and make sure your CPA is qualified.

"Please Get Your Stuff Together".

Yes, it is their job to do your taxes, manage your finances, etc. It is not their job to be your maid. Don't show up with a giant box of receipts, and other miscellaneous junk. At least attempt to find some form of organization, even if it's folders for each category. A spreadsheet would be, just divine!

"Tax Extensions Are Not A Big Deal".

Don't freak out if you are not going to be ready by April 15. Don't drive your CPA up the wall by trying to squeeze you in at the last second. If you need more time with your taxes, let them know so they can file an extension for you.

"Please Get Documentation of Everything You Do".

Please. If you give a bunch of stuff to the Goodwill, please have them give you

an itemized receipt. When you go out of town on business, please keep your receipts. No one thinks it's any fun to sit with you while you try to remember exactly what it was you did six months ago.

"Come To Me NOT Just At Tax Time"

Your accountant should know what is going on in your business at all times, not just at tax time. Most accountants recommend an end of the year visit, to get ready for tax time, and to remind you of anything you should be doing that you might not be.