• Discuss your goals with your CPA.
• Consult with your CPA when considering business or personal financial decisions.
• Keep good records and prepare routine work ahead of time so you won’t have to pay extra fees.
• Keep your CPA informed of all changes in your personal and professional life. A recent marriage or divorce, the birth of a child, a career change or an especially generous bonus can all have a significant impact on your tax liability and personal financial goals.
Our CPA has many years of accounting expertise to keep businesses in the black and to maximize clients' tax savings. She has demonstrated professional competence by meeting high education and experience standards for the accounting profession, passing a rigid nationally-uniform examination, and meeting state licensing and continuing education requirements.
Certified Public Accountant (CPA) gives guidance on a wide range of financial
matters, including business financial planning, personal financial planning,
estate planning, and taxation planning.
CPAs are considered to be among the most trusted financial advisors, and adhere to strict professional standards of conduct. In order to keep their CPA designation, they are required to meet continuing education requirements that keep them up-to-date on changing accounting standards.
• Is the CPA licensed to practice in your state?
• Are your needs compatible with the CPA’s expertise?
• How active is he/she in professional organizations?
Professional membership is important. CPAs who are members of the American Institute of CPAs and/or the Arizona Society of CPAs are regulated by a strict code of professional ethics. Once every three years, their peers rigorously review their accounting and auditing practices.
While we strive to maintain and update on a regular and consistent basis,
some of the content may not be as current as possible. Furthermore, while
we try to accurately convey new regulation changes through this website, there
may be exceptions to these new regulations that are not listed. To gain a
more complete understanding of the regulations, please contact our firm and
learn how we can add value to your financial state. The interpretations of
new legislation on these pages should not be taken as the final authority.
*All articles are presented for informational and educational purposes only and are not intended to constitute legal, tax or accounting advice. The articles profice only a very general summary of complex rules. For advice on how these rules may apply to your specific situation, contact a professional advisor.