Five Questions to Ask When Interviewing a Tax Professional
Feb 23, 2017
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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.”