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How to Choose the Right CPA for You or Your Business

A CPA is one of the most trusted advisors you can have by your side, but choosing the wrong firm could mean leaving money on the table come tax day. With so many choices, how can you determine if the CPA you’re hiring will be a good fit for your needs? On this episode, we’re joined by Donald Hoffman, MS, CPA, Managing Partner of The Hoffman Group and President of The Prosperity Consulting Group, to share valuable tips on how to choose the right CPA for you or your business.

In this episode, you will learn:

  • How to find a CPA who understands your personal or business needs
  • The difference between an accountant and a CPA
  • How to get the most credible references for a CPA
  • How to determine if a CPA is competent in your service area
  • Red flags to watch out for when choosing a CPA

Contact Don Hoffman:
dhoffman@hoffmancpas.com
410.320.4101

Contact The Prosperity Consulting Group:
www.prosperityconsult.com
info@prosperityconsult.com
410.363.7211

Contact The Hoffman Group:
www.hoffmancpas.com
info@hoffmancpas.com
443.320.4101

This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. You should consult your financial adviser prior to making any decision based on any specific information contained herein. It is not intended to provide, and should not be relied on for, any tax or legal advice. You should consult your tax or legal adviser prior to making any decision based on any specific information contained herein. The Prosperity Consulting Group is not affiliated with The Hoffman Group.