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Stop the Search Party: How to Find the Right Tax Consultant

drawing of people with one circledA tax consultant who is fit to support you in your journey to achieve your business dreams is a certain kind of professional. There’s no such thing as a “one-size-fits-all” tax partner

Whomever you partner with must have specific experience and qualifications, a personality that’s conducive to a successful and productive relationship, and the availability to tend to your needs whenever they arise.

Finding such a person might not seem so easy at first glance. But, there are definitely steps to take to locate the tax consultant you’ve always wished you had but haven’t found yet.

Where To Start Your Search For A Suitable Tax Consultant

The right partner for you and your small business might not be the first professional you talk to. In fact, it may be difficult to find advisors worth speaking to in the first place. It’s always best to talk to your peers for recommendations.

Other small business owners are a great resource. These people have working relationships with professionals and have insight into those experiences. While you still need to do your own due diligence (as people tend to believe that their tax consultant is best), collect some names of professionals whom your peers trust.

How To Interview Your Candidates

When you have several recommendations, narrow your search down to a handful of qualified candidates and set up interviews with them to get a feel for who they are and how they will work with you. Some questions worth asking include:

  • How long have you been in business?
  • Do I fit in with your practice?
  • Do you work with many small businesses?
  • Would I be a valuable customer of yours?
  • What’s your specialty?

If a tax professional gives you too much advice in a meeting such as this – before he or she truly knows much about you and your business – you probably want to stay away. You also want to understand any consultant’s policy for charging clients, as you’ll need to estimate your costs to some extent. In general, flat-fee arrangements are far more advantageous than hourly rates.

A tax partner is just that – a partner. You’re bound to have questions throughout the year, and issues are never planned. A consultant who’s fit to support you is always there to answer your questions and address your concerns.

If you go through the process outlined above and feel comfortable that you’ve found the partner for your business, it’s just a matter of time before you streamline your small business and start making even greater strides toward your goals and dreams.

Do you have the support you need to manage your small business bookkeeping? Contact us to schedule an appointment to speak with a local small business advisor.

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