Archives for CPAs

How to Work With CPAs

It is well-known that certified public accountants (CPAs) can be great partners for advisors to team up with in order to deliver comprehensive financial advice to clients. Additionally, CPAs may be looking for knowledgeable financial advisors to refer to their other clients. With tax season right around the corner (partnership and S-corp returns are due March 15th and corporate and personal tax returns are due April 17th)* the timing is perfect to develop a plan to work better with CPAs. So what are some ways that you can enhance these mutually-beneficial relationships? Recently Oeschli.com published an article, “5 Astute Questions
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