Skip to main content

How To Find The Right Tax Consultant

doing taxes with calculator and computer

Finding the right tax consultant for your business should be a high priority. After all, dealing with tax and accounting woes is the last thing you want to do.

And while you can do your taxes yourself, we recommend looking into the idea of outsourcing this aspect of your business so you can focus on growing your company and not worrying about your taxes. Outsourcing your tax work will save you money and reduce stress by freeing up your time and ensuring that your taxes are done properly.

While outsourcing your taxes, it is important to find a CPA firm you can trust. When seeking the right tax consultant for your business, we recommend finding a partner with the following credentials:

Small Business-Oriented:

If you are a small business, make sure the tax consultants you hire have experience working with small businesses and know the ins and outs of how small business taxes work. The way small businesses file taxes is different from how large corporations do their taxes, so it is important to hire consultants who are experts in your particular type of business.

CPA Credentials:

This should go without saying, but it is crucial to ensure that your tax consultants are Certified Public Accountants, or CPAs. When getting advice on or outsourcing your taxes, it is important to make sure you have expert accountants handling this delicate aspect of your business. Again, you cannot afford to make mistakes with your taxes.

Offers a Variety of Services:

While seeking a business tax consultant, you should go with a firm that offers a variety of accounting-related services. This is important because as a small business, you may need help with a variety of accounting-related aspects of your company, and having one firm you can trust is much more efficient than needing to hire multiple firms for various tasks. So, find a well-rounded CPA firm that also offers services like the following:

  • Controllership Services
  • Full-Charge Bookkeeping
  • Tax Planning and Preparation
  • Quickbooks Consulting
  • Business Evaluation
  • Personal Financial Planning and Accounting
  • Life Change Tax Evaluation
  • Major Purchase Evaluation
  • Investment Evaluation

Prioritizes Communication:

Communication can make or break a partnership, so be sure to find a tax consultant that prioritizes excellent communication. And especially for something as delicate as your taxes, being able to communicate issues and solutions effectively is crucial for success. Moreover, as the business world becomes more digital, be sure to ask any prospective tax consultants how they prioritize digital communication.

Get Professional Help With Your Taxes:

If you would like help with your taxes, please do not hesitate to reach out. With the full range of accounting services Allman & Allman APAC provides, we are equipped with the expertise for which you may be in need. Seeking guidance from our firm will provide you the opportunity to work with individuals armed with broad and deep financial knowledge, able to provide advice on a wide range of issues. As a full-service public accounting firm, our professional services will surely help you succeed and thrive. Please feel free to reach out to Allman & Allman APAC via email at [email protected] or via phone at 760-773-1120 (Palm Desert) or 310-544-1120 (Rolling Hills Estates) to discuss your situation and find out how we can help you grow. We look forward to hearing from you.

One Comment

  • I appreciated it when you shared that it is great to find a tax consultant who will prioritize excellent communication while working with you. It is also crucial to find someone who is experienced working with a similar type of business. I would like to think if a company needs to hire a CPA, it should consider working with one who is experienced and has excellent communication skills.