Use our ShareFile    

We’ve put together some commonly used forms and links to helpful websites so you can stop spending time searching online and get back to business as usual.

How to find the right CPA for you

There are specific questions you should ask before you commit to hiring a CPA.

Some important criteria to consider include:

  • the CPA’s experience
  • education and training
  • areas of concentration
  • professional and community involvement
  • firm size

Compatibility is important. Consider whether the person’s business style and attitude match your own, be it formal or informal, conservative or aggressive. A long-term working relationship between you and your CPA can offer you an informed, consistent approach to your personal and business financial issues.

Below is a list of frequently asked questions you can ask a CPA to determine if they are the right fit for the services you need.

General questions to ask a potential CPA

How long has your firm been in business?

Our firm has been in business for over 30 years.

Do you maintain an active CPA license?

All of our partners maintain an active CPA license.

Do you have a firm license to practice public accounting?

We do have a firm license to practice public accounting.

Do you offer an initial consultation and is there a charge?

We do offer an initial consultation at no charge.

Can I contact any of your current clients for a referral?

We will provide references upon request, but only with our client’s approval.

What education have you recently completed in your area of expertise?

We are required to complete numerous hours of continuing education each year.  The subjects may vary depending on the scope of work that we each provide. We are all up to date on our continuing education and we encourage our staff to take classes even if they are not required to do so.

Are you members of any professional organization such as the American Institute of Certified Public Accountants?

All partners are members of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

What other certifications do CPAs in your office hold?

All of our partners are Notaries and we have a QuickBooks ProAdvisor and an Enrolled Agent on our staff.

Questions for small-business owners

Are you looking for expertise and industry knowledge of your business? 

We are knowledgeable in many different industries.

What computer programs do you prefer your clients to use for record keeping?

We prefer QuickBooks, but we have the expertise and experience with many different record keeping programs.