Evaluating a tax professional
A potential tax client stopped by yesterday. They were looking for service on a rather infrequently seen tax issue. Luckily, I had recent experience providing tax service to another client with roughly the same circumstances.
It's tough to decide on who a client should pick. Factors which aid in the decision process include professional certifications, longevity of service, experience in handling your particular tax matter and how comfortable you feel with them.
Will yesterday's potential client use our firm? I don't know but they now are better equipped to make an informed decision on the matter after meeting with me.
I am a CPA in San Antonio and provide bookkeeping, payroll, taxes and more. We offer a free initial visit and look forward to serving your business needs.