When business owners or individuals need help with their finances, they’ll be wise to hire certified public accountants in Palm Desert CA to assist them. CPAs can offer many services as well as their financial acumen to help with financial issues. They can help with audits and estate and financial planning as well as tax preparation. This short guide will help folks in their selection process.

What To Look For In a CPA

When searching for a CPA, there are several things to keep in mind. First, what is their fee range? How many years of experience do they have? What areas do they specialize in? Perhaps the most basic question to ask would be if they are certified. A Certified Public Accountant has passed the Uniform CPA Exam and is certified in the state they practice in. This designation shows commitment and dedication to their practice. An accountant is an individual who has not passed the CPA exam but can practice accounting.

What Services Can They Offer?

When looking for certified public accountants in Palm Desert CA, customers should inquire about the services available. Can they prepare income tax returns? Can they handle bookkeeping? Can they provide a strategy for financial planning?

Ask About Their Client Base

It is wise to find out about the clientele a particular CPA may have. If a customer in the restaurant business learns that the CPA they wish to use has never dealt with a restaurateur, that may be a red flag. Ask if they work with entrepreneurs, nurses, or corporate executives. Each individual and profession has their own unique planning requirements. The CPA who will be most beneficial to a client is one who works with other clients with similar needs.

Deal With a Full-Service Firm

Customers want to deal with a CPA that has experience with everything from basic tax management to accounting services. They should also ask about more involved services that are offered such as audits, financial statements, and cash flow analysis. Log onto millermehr.com for an example of a firm that offers those services and more not only for businesses but for individuals as well.

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