Working With CPA for the First Time? What You Need to Know

A CPA can be a valuable asset to an individual or business throughout the entire year – not just during tax season. If you’ve never worked with a tax accountants before, it’s essential to understand what your working relationship might entail and how they will handle your finances.

Because you’re trusting your CPA with sensitive personal and business financial information, you don’t want to hire the first firm you hear about, without exploring your options. It’s essential to find a firm that’s meeting your needs and has your best interests in mind.

At Miller and Company LLP, we work with many clients who are entrusting their finances to a CPA for the first time. Here’s what you need to know about working with a top-rated firm like ours and how to prepare for your initial meeting with your accountant.

Expect a personal approach.

Every client is unique, so we never take the same exact approach from one to the next. When you meet with your Miller and Company accountant, you can expect a highly tailored experience, one in which we will ask detailed questions about your financial situation and goals. Our aim is to help you achieve the maximum tax savings with the best strategies for your circumstances. That’s why we seek to establish an intimate, trust-based relationship with each of our clients, so we can deliver creative ideas customized to your specific needs.

Come in with clear expectations.

We want to help you make your wealth work for you, and to do that, we need to know what you’re hoping to get out of your CPA relationship. We offer a wide range of services, from small business and self-employment accounting, to retirement planning, to tax preparation and audits. Knowing exactly what you want and your desired delivery date can help us determine the right product for your needs. 

Be prepared.

As your CPA firm, we can only work with the information you share with us. If you want the best outcomes, it’s wise to take some time before your meeting to get your financial statements organized and have a clear understanding about your current financial state. It’s OK if you’re not where you want to be right now — and it’s OK if you have a long way to go. What’s important is that you’re prepared to honestly answer the financial questions your CPA might ask you, so we can determine the best course of action moving forward.

Don’t be afraid to ask questions.

We want each of our clients to have a positive experience with Miller and Company. Part of that experience is being open and transparent with you about what we do and how we’re handling your finances.

During your consultation and all subsequent meetings, you don’t need to be shy about asking questions about how something works or what goes into preparing your taxes and books. We are here to provide answers and help you understand our approach to serving our clients. After all, you deserve an accounting firm that looks beyond the numbers on a page and gets to know you as a person.

Together, we can turn your personal and business dreams into reality by securing your financial future. Contact the top-rated accountants at Miller and Company LLP today to schedule your consultation. 

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