As we are now heading into the tax filing season, you don't want to delay searching for the best Tax Services in Penticton. Although, you must never settle with the first tax preparer you find.
Several things should be considered before you make such a huge decision. If you select the first tax professional you meet, you might not get a chance to meet other professionals in the field.
You should meet up with several professionals, understand their working ethics, their knowledge, review the cost of their services and then choose the best from the lot. But how do you decide which is the best? You can keep in mind the points mentioned in this blog.
1- Contemplate what are your tax preparation needs
Before hiring a tax preparer, you must identify what your needs are. Whether you want someone who would deal with your taxes, estate taxes, or corporate taxes.
Once the goal is finalised, finding the right professional becomes very easy. If you're looking for someone to manage your corporate work, you will benefit from a CPA.
2- Compare the fees
Thanks to the internet, you can compare the fees charged by several professionals of your locality without ever leaving your house.
Some professionals charge hourly fees, while some send you monthly bills. While the services' need also plays a pivotal role in their charges, you should know that accountants will charge you anywhere around $250 for filing your average tax forms.
3- Ask for referrals
Once you've figured out what services you want, it is time to ask your network for referrals. A trusted CPA will have connections, and these connections will help you connect with the trusted CPA. These referrals will come in handy when you are looking for tax preparers.
Although this method is time-consuming, you will be guaranteed a professional who is experienced in handling these situations. They will also let you know what you can expect or should be on the lookout for when searching for CPAs.
4- Set up an interview
Granted, you will learn a lot from the online interviews, but nothing beats a personal conversation. Setting an interview is especially important if you're looking for someone who will cater to your needs for the long term.
The interview need not belong; it should be a small 5–10-minute interview. While taking the interview, ask these questions to get clarity about their work: -
- How will you keep the data secure?
- What are your hourly and monthly charges?
- In the previous year, how many returns did you file?
- Does your staff prepare the returns for you, or do you do it personally?
Wrapping up
These points will help you scout the best tax services in Penticton. However, let us save you the trouble as you can directly connect with our professionals from Long-Haggerty Robertson.
Matthew Parker is the author of this article. For more details about Bookkeeping in Penticton please visit our website: longhaggertyrobertsoncpa.ca
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