Finding the Right CPA

  • March 23, 2015

Buying a home requires a lot of planning to ensure you are financially stable in the future as well as anticipating its effects on your taxes. Visiting a certified public accountant (CPA) will allow you to receive expert advice in establishing your future financial success. With tax season upon us and the filing deadline just around the corner, let's explore CPAs further.
Make sure you work with the right CPA for you by considering the following details:
Referrals – A great place to start is by asking friends, family, and coworkers for a referral. Many will have connections or insight on whom in the community is well known, trusted, and successful. From here, begin your research.
Educational Background – Take a look at his or her educational background to ensure the field has been studied. An accounting degree and business-related courses are strong indicators this person has the knowledge necessary to successfully assist you.
Experience in the Industry – Most CPAs are required to maintain a residency at a reputable company before branching off on their own. Ask about his or her experience in the field prior to their current position.
Your Finance Goals – Determine what your financial goals are and make sure your CPA will be able to help you reach them. Ask for specifics so you are not surprised later when your path takes an unexpected turn. Be clear and upfront with how you want your long-term goals for financial success met.
Compare Fees – Gather information on local, qualified CPAs and compare their fees. Figure out what you are comfortable paying for the service you will be receiving. This should not be the only factor in working with someone but it is an important one.
Remember to search for a CPA as if you are looking to fill a position at a company. It is perfectly acceptable to interview potential professionals to ensure you work with your best match. You essentially trust this person to help guide you towards financial success. Laying out your goals and expectations in the beginning is the best way to ensure you are happy with your decision in the long run.

  • Facebook Icon
  • Linked In Icon
  • Twitter Icon
  • Google Plus Icon

Latest Tweets

© CMG Financial, All Rights Reserved. CMG Financial is a registered trade name of CMG Mortgage, Inc., NMLS ID #1820 in most, but not all states. CMG Mortgage, Inc. is an equal opportunity lender with corporate office located at 3160 Crow Canyon Road, Suite 400, San Ramon, CA 94583 888-264-4663. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act No. 4150025; AK #AK1820; AZ #0903132; Colorado regulated by the Division of Real Estate; Georgia Residential Mortgage Licensee #15438; Illinois Residential Mortgage Licensee; Kansas Licensed Mortgage Company #MC.0001160; Massachusetts Mortgage Lender License #MC1820 and Mortgage Broker License #MC1820; Mississippi Licensed Mortgage Company Licensed by the Mississippi Department of Banking and Consumer Finance; Licensed by the New Hampshire Banking Department; Licensed by the NJ Department of Banking and Insurance; Licensed Mortgage Banker – NYS Department of Financial Services; Ohio Mortgage Broker Act Mortgage Banker Exemption #MBMB.850204.000; Licensed by the Oregon Division of Financial Regulation #ML-3000; Rhode Island Licensed Lender #20142986LL; and Licensed by the Virginia State Corporation Commission #MC-5521. CMG Mortgage, Inc. is licensed in all 50 states and the District of Columbia. Offer of credit is subject to credit approval. For information about our company, please visit us at To verify our complete list of state licenses, please visit and NMLS Consumer Access (