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February 2017


Five Questions to Ask When Interviewing a Tax Professional

Recently, a prospective client called for a consultation. He’d received a recommendation and is on the hunt to find a new tax preparer for 2016.

During the preliminary phone conversation he asked if during our in-person meeting, he could interview me.

When I said “yes, of course,” there was a pause before he admitted, “I know I should be asking about your background and experience, but I don’t know exactly what questions to ask.”