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    February 2017

    questions-ask-tax-professional

    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.”