What are red flags when hiring a CPA?
Short Answer: Poor communication and lack of proactive guidance are major warning signs.
A CPA relationship should feel clear, responsive, and strategic not reactive or confusing.
Common mistakes:
Only meeting once per year at tax time
Receiving surprise invoices
Getting vague answers to specific questions
No discussion of planning or future strategy
What we recommend:
Choose a CPA who communicates clearly, explains your numbers, and helps you plan ahead not just file forms.
Still have questions?
If you’re not sure what applies to your situation, we can help.