Top 10 Questions to Ask Before Hiring an Accountant

As you work to build and safeguard your wealth, tax considerations can get increasingly complex. We’re here to help.

Accountants have endured countless jokes about green eyeshades and nerdy dispositions but, in reality, they are crucial members of your wealth management team. To ensure that you’re taking advantage of all the opportunities available for maximizing your tax savings, it’s best to work with a trained professional you can trust.

Unfortunately, that’s easier said than done. Having spent more than 25 years working closely with our clients on all aspects of their financial plans, we know that finding a good accountant can seem daunting. After all, how can you tell if they possess the detailed knowledge you need when you’re not an expert yourself?

The peace of mind that comes with having an experienced professional in your corner—making sure you keep every dollar possible and that you won’t find a surprise bill from Uncle Sam in your mailbox—is worth every penny.

For our clients, we may be able to recommend an accountant in your area or someone you can work with remotely. But if you are hunting for one on your own, we’ve compiled the following 10 questions to help you evaluate whether an accountant has the skills necessary to help you reach your goals.

Topics include:

• Getting concrete answers about an accountant’s qualifications and references
• Understanding the scope of their services
• Key issues to consider before you decide who to hire