Wednesday, 8 April 2015

Tips on choosing a tax planning and preparation service firm?

Tips on choosing a tax planning and preparation service firm?

There are several ways to find a suitable Tax Professionals in San Antonio. Easiest is to search the internet and look for them on a B2B marketplace, Google or the Yellow pages.

There are several things to keep in mind while hiring a tax consulting firm.
  • Preferably look for a tax consulting service that has previous experience in your industry.
  • Ask the tax planning firm about the educational background and experience of its professionals. Also check if the firm is registered and licensed to operate in your state or country.
  • If you want to hire the tax planning service for a short term assignment, make sure they have the requisite experience in the area.
  • Some firms have expertise only in personal income tax service. Make sure the company you hire has enough experience in business tax services. Can they help you with business tax preparation all agencies including federal, state and the city?
  • It makes sense to interview specific consultants who will work on your account. Do they have the requisite skills and experience to work for your company? Are they easy to work with and are they approachable? Are they interested in working on your account?
  • Ask the tax consultant for a few references. Call previous and current clients and inquire if they were happy with the service. Did they gain from consultant's advice?
  • Ask if the consultant is easily accessible. Does she take enough interest in the engagement?
  • Before you make the hiring decision, ask the company to examine your business model and financial statements and provide some example as to how they can help you save money.
  • If you use financial software in your company, make sure the software used by the tax preparation service is compatible with it or you will not be able to transfer any data back to your company.
  • As a small business owner you may need advice regarding capital gains taxes, estate taxes, real estate taxation, incentive stock options, multi-state operations, e-commerce transactions, purchase and sale of property, business succession planning, tax dispute resolutions etc. Can the firm offer you advice in these areas?
Uhlenbrock CPA is one of the leading CPA firm in San Antonio providing the best tax preparation Services in San Antonio. Profit Maximization of client is always our main motive if you want to get free quote then just Call @ (210) 701-1040

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