The Ultimate Interview Guide: Questions to Ask When Choosing an Affordable Tax Consultant (Canada & USA)
Choosing a tax consultant is a critical decision that can significantly impact your financial well-being. Whether you're in Canada or the USA, finding an affordable yet reliable tax consultant requires careful consideration and thorough vetting. To help you make an informed choice, we've compiled a comprehensive list of questions to ask during the interview process. 1. What are Your Qualifications and Experience? Start by assessing the consultant's qualifications, certifications, and experience in tax consulting. Inquire about their expertise in Canadian or US tax laws, depending on your location, and ask for examples of similar cases they've handled. 2. What Services Do You Offer? Understand the range of services offered by the tax consultant, including tax preparation, planning, filing, audit defense, and compliance. Ensure they can cater to your specific tax needs and provide comprehensive solutions. 3. What Is Your Approach to Tax Planning and Optimization? Inquir...