How to Choose the Right Tax Accountant (Ask These Questions)

Sometimes we get asked, "how do I find the right tax accountant? someone who can help my business"

And so today in this video, what I want to do is help you identify what makes a great tax accountant:
- Difference between a tax preparer and a tax strategist
- What questions before you work with an accountant
=- And what to expect in terms of pricing

Timestamps
Intro (0:00)
#1 - What Accountants are Trained to do (1:39)
#2 - Questions to Ask (4:28)
#3 - What to Expect with Pricing (9:23)
Positive Return on Investment (11:00)

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Disclaimer: The information provided in this video is for informational purposes only and is not meant to take the place of professional legal, accounting, or financial advice. If you have any legal questions about this video or the subjects discussed, or any other legal matter, you should consult with an attorney or tax professional in your jurisdiction (i.e. where you live).

[Magnuschase-mwhl]

*Successful people don't become that way overnight. What most people see at a glance-wealth, a great career, purpose-is the result of hard work and hustle over time. I pray that anyone who reads this will be successful in life..*

[nicholeNTCjackson]

Always spot on 💎. I can’t wait to watch these videos I wait and then binge watch them. Currently doing my own taxes for small business but when future I went them 😤 and only them ☕️

[kevinrobinson]

Great questions! Keep up the helpful content.

[KarenSaunders-bp]

Another valuable video. We have been in business for 4 years and in those 4 yrs, gone through 3 tax preparers and 1 CPA firm. Thank you!

[amandaelliott-ester]

What about asking how familiar they are with your industry? Some people are in specific industries that some people might not understand all the common business practices. For me, this might also be good information if everything else checks out.

[efrainanaya]

Thank you for always providing this quality content. Do you guys offer CPE for small business tax practices?

[njokikaranja]

I am skeptical about telling clients about on average how much I have saved money on my clients. Each situation is different, so I wouldn’t want to raise their hopes high if they have a whole different situation.

[pedrobatrez]

We have a small business (S-Corp) & I am desperately needing advise. I was told to change to a C corp. However, I want to understand so I can make a wise choice.

[MrPauloAmf]

How come they give you a answer like I'll save you 15k in taxex with out knowing how much is the business revenue ? I would agree with you if the number was in percentage. If a CPA tells me I'll save you X amont of dollars in taxes this will be a huge red flag.

[ilc-nlyy]

I filed my W2 and small business taxes with Turbotax, printed them but I haven't mailed them out yet. I never efile. I needed to remove a business expense and my only option was to amend it because it was completed. Being that I haven't mailed anything out yet, can I mail the first return and the amended return all together? I owe a little over $300 more than my original amount owed, so should I use a separate check for the difference?

[houstonshomeautomation]

Then get back on that good bad doctor thing. Lyfe accounting! It fits!

[INTJATarot]

What's the microphone you use? trying to get one but no clue what to look for

[pech_wake_day]

Is it too personal to ask if they’ve ever been in an audit???

[micheletcesar]

Do you guys only handle business tax??

[margaritarivera]

Hi there how can I reach out to you? I own a business I need a great accountant I watch your videos

[knightyabut]

CPA is a good indicator if they're a decent tax accountant. Just ask that lol

[gamesmoney]

I didnt know Jaleel White is a tax accountant...lol

[judyhall]

WtH? "Aks your tax professional how much they saved you." Is that including your fees..😂😅😂

[Gingersaurus_]

Please learn to say “ask” and not “axe”. Being grammatically correct will effect your credibility.