Choosing the right CPA matters. The right professional can save you thousands in taxes, prevent costly mistakes, and help your business thrive. At Henriquez Accounting & Tax Services, we specialize in guiding Tampa and Hillsborough-area clients to pick CPAs who match their goals, values, and financial complexity—and we can coordinate with your chosen firm while we handle accounting & bookkeeping, tax preparation & planning, and Outsourced Controller/CFO reporting.
Why Having a Local or Nearby CPA Matters
- Better understanding of local rules: Florida and county tax considerations vary—local CPAs are more attuned to the nuances.
- In-person meetings when needed: Some conversations (entity choice, complex audits, exit planning) are best face-to-face.
- Network & connections: Local CPAs often know bankers, attorneys, and business peers in your area.
Top Criteria for Choosing a CPA
- Credentials & licensing: Confirm active FL CPA licensure; bonus if tax specialist or EA on staff.
- Relevant experience: Have they handled your industry or complexity (self-employed, real estate, multi-state, cross-border)?
- Range of services: Beyond tax prep—look for advisory, audit, bookkeeping oversight, strategy, and planning.
- Communication & accessibility: Responsiveness, clarity, and availability during peak seasons.
- Fees & transparency: Ask for clear, written scopes and itemized pricing.
- Client feedback & reputation: Referrals, reviews, and evidence of long client relationships.
Benefits of Hiring the Right CPA
- Maximize deductions, credits & tax savings
- Reduce audit risk and improve IRS compliance
- Receive proactive, year-round financial guidance
- Gain clarity from accurate reporting and forecasts with our CFO dashboards
- Build long-term trust and a professional partnership
How We Help You Choose (and Work With) a Great CPA
- Assess your needs and help you interview a shortlist of CPAs
- Coordinate with your chosen CPA for smooth handoffs
- Set up bookkeeping, reporting, and tax workflows
- Provide oversight, quality checks, and ongoing advisory as needed
Want help finding the right CPA for you?
Let’s explore which CPA fits your goals, risk tolerance, and financial vision. We’ll also ensure clean books and tax-ready records from day one. Schedule Consultation
Frequently Asked Questions
Can I switch CPAs even if I’ve worked with someone already?
Yes — you can change your CPA anytime. Ensure your records are current, request copies of prior returns and workpapers, and align on scope, timing, and fees before the handoff.
Do CPAs only handle taxes?
No — many CPAs also deliver business advisory, financial planning, audit support, and bookkeeping oversight.
How do I vet the CPA’s integrity and reliability?
Ask for references, read reviews, confirm active licensure, and look for clarity when they explain fees, deadlines, and complex topics.
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