CPA vs Tax Strategist: Compare the Service, Not Just the Title

What to compare

Ask what is included in your current service before buying another. Compare a written plan, implementation steps, entity and state coverage, ongoing support, fees and coordination with your preparer.

Bring these records

Prior returns, current profit-and-loss and balance sheet, entity details, payroll, ownership, significant purchases and your business goals.

Questions to ask

• What strategies are relevant to my specific circumstances?
• Who verifies and implements the recommendations?
• What assumptions, costs and risks appear in the written plan?
• How will this work with my existing CPA?

• Compare preparation and planning
• Choose a service category