Free Ebook.

Enter your email address:

Delivered by FeedBurner

« 10 Steps to Writing a Great Resume | Main | The Best of Money Carnival »

May 15, 2012


Feed You can follow this conversation by subscribing to the comment feed for this post.

As a previous public accountant I can tell you that meeting with both the owner and the preparer should speed things up and leave less room for confusion. Also, having the previous year data in the system should make things go faster too as there is a precedent for what they'll likely be doing. The more organized and earlier you get your information in the faster it will likely get done, speaking from experience.

Sounds about par for the course for a CPA firm. I agree that there needs to be more upfront communication between you and the preparer; it's something CPA firms don't do enough of. I am also a previous public accountant like Lance (I'm still a CPA, but work in industry) and I concur with everything he said.

The comments to this entry are closed.

Start a Blog


  • Any information shared on Free Money Finance does not constitute financial advice. The Website is intended to provide general information only and does not attempt to give you advice that relates to your specific circumstances. You are advised to discuss your specific requirements with an independent financial adviser. Per FTC guidelines, this website may be compensated by companies mentioned through advertising, affiliate programs or otherwise. All posts are © 2005-2012, Free Money Finance.