Send us a textWorking with a CPA effectively requires understanding both what to do and what to avoid to create a productive professional relationship that benefits your business.• Be organized when providing documents rather than dropping off unsorted boxes• Avoid piece-mailing documents and instead provide complete packages when ready• Consolidate questions and communications to respect your CPA's time• Ask questions to understand your tax situation and learn from your CPA• Plan ahead for taxes and save a portion of profits throughout the year• Set clear expectations about which specific services you need from your CPA• Respect their time as a professional service provider who bills for consultations• Don't wait until the last minute to submit documents during busy season• Never ignore tax deadlines or expect your CPA to care more about your business than you do• Understand that CPAs cannot eliminate all taxes, only help minimize them legally• Keep business and personal finances completely separate• Budget for CPA fees as a regular business expense• Don't assume your CPA handles everything without specific agreements• Feel comfortable switching CPAs if the relationship isn't working wellIf you've found this episode helpful, please leave us a review!!!Support the showCreate a STAN Store - Click here to try it out!Here's where you can find us! Shop our business guides!Our Instagram PageOur family page

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