If you’re searching for a tax accountant in North Sydney and not quite sure how to go about in then read on below for our important tips on finding the best professional to fit your needs.

 

Consider your needs

When searching for a tax accountant in North Sydney it is important that you consider your needs. If it is a straight forward tax return then there are many professionals that can help with this, but if you’re after someone with specific knowledge and experience, such as auditing experience then it’s worth going to a bit of additional trouble to try and find the right fit for you.

There are a lot of areas of specialty in the profession and it is a complex area so it is important to get the right person working on your business to help ensure compliance and the easy handling of your business.

 

Do your research

Do your on the tax accountants in North Sydney, what kind of cases do they handle? Is their business conveniently located for you and will they be available to meet you at convenient times. What are examples of positive outcomes they’ve had for clients in the past. What should you expect from professionals in your area?

Before shortlisting businesses you need to narrow down which ones in your area align with your needs and values. Which professional are you going to feel most comfortable trusting your business to?

 

Get referrals

The best way to find a trusted expert is by getting a referral from friends, family and colleague. Recommendations and referrals from a trusted source is the best way to ensure that you will have a good professional experience with your chosen tax accountant in North Sydney.

Get someone close to you to recount their past experiences or vouch for a professional, if they had similar needs to you then there is no better recommendation than word of mouth.

 

Interview

Before settling on a tax accountant in North Sydney, you should sit down with them for a face to face interview. This will give you the opportunity to address any questions or concerns with them and outline the nature of your business needs.

This will give them the opportunity to ask questions and gauge your needs and provide the opportunity for them to offer solutions or recommend another agent who might be a better fit, if they cannot meet your needs.

If the professional can produce references post interview this is even better, as you can verify the quality of their work with previous clients.

 

Important questions to ask

There are some important key questions that you ask your tax accountant in North Sydney before proceeding with any work, these questions will help you to understand if they are the right fit.

You should also ask about licenses and certifications, it is important for example to verify in some situations that they are a CPA certified tax accountant in North Sydney.

You should also ask about their work history, experience and what tasks they perform regularly and are most comfortable with.

This would also be the time to ask about fees, if you have a budget in mind then make sure you discuss it with them in detail.

 

Do a background check

A search online and on social media is always a good idea to ensure that they don’t have any skeletons in their closet before proceeding with any work for them. If they’ve done anything shady in the past you will probably be able to find it online.