Finding a Tax Professional for your Business – Belk on Business – Episode 154
1) Make sure your professional is licensed.
2) Do your research.
3) Does the preparer know and use technology for productivity, accuracy and efficiency both internally and for advisory purposes?
4) How responsive are they to client needs?
5) Are they able to make the complex simple.
6) Do they have a good internal culture at the firm level?
7) Are they able to deliver high quality work in a timely manner?
8) Do they have a network that can support and assist both them and you for execution of strategies, processes, etc?
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