Choosing the Right Support
Questions to Ask Your Tax Pro (Before You Commit)
Hiring a tax professional isn’t just about credentials — it’s about clarity,
communication, and fit. These questions help you understand how someone works,
what they prioritize, and whether they’re equipped for your situation.
How to use this guide
- Bring these questions to an initial consultation.
- Listen for clarity, not jargon.
- Notice how comfortable you feel asking follow-ups.
1) Experience & Scope
- Who do you typically work with? (Individuals, business owners, online businesses, crypto?)
- What’s included in your services? And what’s scoped separately?
- Do you handle both preparation and planning? Or just filing?
A good fit understands your type of income and complexity — not just tax forms.
2) Communication & Process
- How do we communicate during the year? (Email, portal, scheduled check-ins?)
- What’s your response time during tax season?
- Will I understand what’s happening — or just sign forms?
You should never feel rushed, confused, or afraid to ask questions.
3) Planning & Proactivity
- Do you review estimated taxes during the year?
- Will you flag issues early — or only at filing time?
- How do you help clients avoid surprises?
Filing is reactive. Planning is proactive. The difference matters.
4) Records, Accuracy & Responsibility
- What records do you expect me to maintain?
- How do you handle errors or notices?
- Who is responsible for accuracy — and how is that shared?
Clear expectations prevent frustration later.
5) Crypto, Digital Assets & Complexity
- How do you handle crypto or digital asset activity?
- What records do you need from wallets and exchanges?
- How do you treat transfers vs. taxable events?
If digital assets are part of your world, your tax pro should be comfortable discussing them clearly.
6) Final Fit Check
- Do I feel heard?
- Do I understand next steps?
- Do I feel pressured — or supported?
The right relationship should feel calm, not stressful.
Want a consult that feels clear and pressure-free?
If you’d like to talk through your situation and see whether we’re a good fit,
a short consultation is the best place to start.