A man meets with his CPA

Services CPAs Provide

CPAs offer a wide range of assistance, including business financial, personal financial, auditing/accounting and tax advisory services. In addition to these advantages, CPAs often serve as consultants on management, human resource and litigation issues. The core services CPAs deliver are compatible with any business or personal need.

Get the Most Value out of a CPA’s Service

  • Discuss your goals with your CPA.
  • Consult with your CPA when considering business or personal financial decisions.
  • Don’t pay unnecessary fees. Keep good records and prepare routine work ahead of time.
  • Keep your CPA informed of changes in your personal and professional life. A recent marriage or divorce, the birth of a child, a career change or an especially generous bonus can all have a significant impact on your tax liability and personal financial goals.

What is a CPA?

A Certified Public Accountant (CPA) gives guidance on a wide range of financial matters, including saving for college, personal financial planning, estate planning, and taxation planning.

What Qualifications You Should Look for in a CPA

  • Is the CPA licensed to practice in your state?
  • Are your needs compatible with the CPA’s expertise?
  • How active is he or she in professional organizations?
  • Professional membership is important. CPAs who are members of the American Institute of CPAs and/or the Massachusetts Society of CPAs are regulated by a strict code of professional ethics. Once every three years, their accounting and auditing practices are rigorously reviewed by their peers.

CPAs are considered to be among the most trusted financial advisors, and adhere to strict professional standards of conduct. In order to keep their CPA designation, they are required to meet continuing education requirements that keep them up-to-date on changing accounting standards.

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