All CPAs meet substantially the same basic educational, training, and licensing requirements, but they do not all provide the same range of services. Therefore, when looking for a CPA, you should analyze your present and future financial needs and consider questions like these:

• Do you need help with personal financial problems, income tax returns, retirement planning, or estate planning?
• Will your company require help in preparing its financial statements?
• Will your company’s financial statements require an audit or review?
• What are the requirements for special reports to government agencies?
• Will you need help preparing a business loan application?

Additional considerations:

• Ask your lawyer, banker, insurance agent, investment advisor, or people in your field for recommendations.
• Before you talk with a CPA, develop a basic idea of your plans and objectives. Compile information about business or personal financial issues under consideration so you can ask specific questions.
• Ask what professional organizations the CPA belongs to and how active he or she is in those organizations.

Select your professional accounting advisor carefully. A long-term working relationship between you and your CPA can help you take an informed, consistent approach to personal financial challenges and business opportunities and help you meet your financial goals.

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