Still Warm

Did everything on my 2Do list today. Everything. Think that means that I needed a more ambitious 2Do list.

Main thing I did was interview that potential CPA. He has more than a few negative Yelp reviews. But, mostly about his “bedside manner”. I am not going to date the guy. I want him to do my taxes. He is mid-40s. Should outlive me. If he annoys me too much this year – well – I’ll start looking for a replacement. I had fun teaching him how to share a screen in Zoom. 

And, what did I ask him? Well I asked ChatGPT for “questions to ask new tax CPA”

1. 1. What is your experience with tax preparation?
   2. Do you have any specific areas of expertise (e.g. small business, investment income, international taxes)?
   3. How do you charge for your services?
   4. What can I do to make the tax preparation process as smooth as possible?
   5. How do you stay up to date on tax law changes?
   6. Do you offer any additional services, such as financial planning or representation in the event of an audit?
   7. Can you provide references from past clients?
   8. How do you ensure client confidentiality?
   9. How do you communicate with your clients (e.g. phone, email, in-person meetings)?
   10. Do you offer any guarantees for your work?

Those were pretty good questions. I didn’t ask him everything. But most of them. I would never have thought of asking #4. And I don’t think anyone ever asked that question. His answer was “Read what I send you”.