Many people likely focus most on the relationship they have with their accountant once tax filing season approaches. However, by maintaining your relationship with your accountant in Jamestown, ND throughout the year, the professional you’re working with will have a fuller understanding of your financial situation. This, in turn, will lead to a more seamless experience when you work with your accountant to file your tax forms.
Here are some key ways you can keep your relationship strong during all parts of the year.
Stay in regular contact
When you have questions throughout the year about tax planning or you have changes in your financial circumstances, you’ll want to contact your accountant. They will appreciate receiving an update about any changes or new goals, and there’s no reason to wait until tax season to find out the answers to your questions.
Also, if you have any questions or suggested feedback about the services your accountant provides, or you’ve noted any potential errors in their work, communicate openly to address the situation as proactively as possible so that you can quickly reach a resolution.
Remember that contact doesn’t always need to be in person
Technology makes it easy to share important documents or files with your accountant at any time of the year, so take advantage of secure methods, such as cloud-based services, to pass along any updates to the professional you’re working with.
Relatedly, you can also ask your accountant about their preferred method of communication, which will help ensure that they’ll be able to provide you with the best quality and most timely service.
Be prepared for appointments
Think about the relationships you have with customers or clients you provide services to. You probably appreciate when they are proactive in preparing for meetings with you and when they make sure that any information they are sharing with you is organized and easily accessible.
Likewise, your accountant will appreciate the advance preparation on your end before any scheduled meetings. As you are scheduling a meeting, ask them what documents or other information you’ll need to bring and when they’ll need it, then make sure to gather the needed details or forms and present them in an organized fashion by the requested date.
In addition, it will be useful for both you and your accountant if you come to your meeting with a written list of questions or topics you’d like to talk about.
Share your appreciation for their expertise
Everyone likes to be appreciated for their skills and efforts, so if you’re pleased with the services your accountant offers, let them know!
When you’re looking for an accountant in Jamestown, ND that you can form a true partnership with, you want someone you can trust who has the professional qualifications you’re looking for. At Craig S. Hanson, CPA, we’re dedicated to providing you with the best possible service. We offer preparation and e-filings for your individual, corporate or estate tax returns at the local, state and national levels.
To schedule a meeting, or to arrange for a free consultation, please give us a call. We look forward to making your tax filing process and any other tax-related needs you may have throughout the year as stress-free as possible!