If there's any area of your life where you want a seasoned professional on your side, it's when you're choosing someone to help with your taxes and financial life. You want a knowledgeable partner who understands your goals, listens to your concerns, and gives you reliable, year-round advice. That's where a CPA comes in.
What Sets a CPA Apart
CPAs are licensed professionals with advanced training in tax law, accounting, and financial planning. They must pass a rigorous exam, meet ongoing education requirements, and follow professional standards.
Unlike general financial advisers, a CPA focuses on your complete tax picture. They help you manage your income, track expenses, file your taxes, and identify ways to reduce your tax burden over time. Whether you're self-employed, a small business owner, or managing investments, a CPA can give you the clarity and structure you need.
Why an Initial Consultation Matters
Think of your first consultation not as a business meeting but as your interview of a potential financial partner. It's your opportunity to gauge their communication style, ask specific questions about your financial situation, and see if their expertise aligns with your goals. A great CPA will welcome this dialogue and use it to understand how they can best serve you.
This initial consultation is also the perfect time to bring up major life changes like a new job, getting married or divorced, starting a business, selling property, or planning for retirement. A great CPA will listen, ask follow-up questions, and look for areas where they can help you meet your financial goals.
What to Ask Before You Commit
The right CPA is someone whose experience and communication style match your needs. During your first consultation, it's smart to ask:
- What types of clients do you typically work with?
- How are your services priced?
- Do you provide advice year-round or just during tax season?
- How do you prefer to communicate: email, video calls, or a secure portal?
- How do you stay updated on tax law changes?
These questions can help you understand how the CPA works and whether their approach fits with your expectations.
FAQs
Can I use a financial adviser instead of a CPA for taxes?
A financial adviser may help with investments, but a CPA has the training and certification to handle tax preparation, planning, projection and compliance.
What's the difference between a CPA and an accountant?
CPAs are licensed and held to strict professional standards. Accountants without the CPA designation may not be qualified to provide the same level of tax service.
Do I need a CPA if my taxes are simple?
Even straightforward returns can benefit from expert input, especially if your income changes or you want to make better decisions for the year ahead.
A CPA is a Great Fit for Individuals and Small Business Owners
Myrick CPA works with individuals, entrepreneurs, and business owners in Washington, D.C., across the U.S., and internationally. Services are provided virtually, with secure document uploads and video consultations through their client portal. Whether your tax needs are complex or straightforward, Myrick CPA takes the time to understand your goals and build a plan that supports them. Their team offers long-term guidance, not just once-a-year filing.
The OBBBA Act became law on July 4, 2025 and it contains significant tax changes for businesses and individual taxpayers alike. Concerned about how the new provisions will affect your tax situation? Schedule a consultation with Myrick CPA to learn more and get the advice that will best fit your circumstances.
