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Hiring an accountant means trusting someone else with your money and financial security. The right accountant will minimize your tax bill, track your cash flow, and give you the guidance to make strong financial decisions for the future. Before choosing an accountant, here are three characteristics to look for to make sure you hire one suitable for your needs.

How to Hire the Right Accountant

1. Professional Certifications

Anyone who performs basic functions can call themselves an accountant, even without professional training or official certifications. Certified public accountants, or CPAs, are those who have advanced degrees and have passed a state-administered exam. In many states, CPAs also have to engage in continuing education, ensuring they can provide accurate services with updated methods and cutting-edge tools.

2. Specific Experience

accountantMany CPAs focus on a specific area of accounting, like business tax preparation or personal financial planning. Whatever your needs, find an accountant who has handled similar situations before. For instance, if you’re facing an IRS audit, don’t turn to an accountant who specializes in business finances or payroll services.

3. Open Lines of Communication

Find out how easy it would be to get in touch with an accountant on short notice. Pay attention to how simple it is to schedule an appointment, and ask how they prefer to communicate. These days, many accountants use text messaging, video calls, and secure online document sharing to answer questions and provide faster service.

 

No matter what financial situation you’re in, you can rely on Roy E. Carter, CPA, PC in Staunton, VA, to provide the individualized attention and expertise you need. Their accountants have been serving individuals and businesses throughout Augusta County since 1998, delivering effective services in a wide range of areas, from IRS representation to business tax preparation. Visit their website or call (540) 886-6251 to make your appointment today.

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