In this episode, we dive deep into setting clear expectations between CPAs and clients. Too often, there are misconceptions about the roles and responsibilities of both parties when it comes to tax preparation and business finances. We’ll address these misunderstandings, explore how to set realistic expectations, and discuss how you and your CPA can work together efficiently.

I’ll walk you through the workload that a CPA faces and why it's crucial for clients to show respect and provide timely, accurate information. It’s a two-way street, and understanding your CPA firm’s expectations can make the tax season much smoother. Whether you’re preparing business tax returns or your personal returns, I'll share tips on how you can get organized and be proactive to minimize stress and maximize your returns.

What you'll hear in this episode:

[0:50] Setting Expectations: CPA and Client Responsibilities

[1:05] Common Misconceptions and Client Involvement

[3:10] CPA Workload and Client Respect

[5:15] Understanding CPA Firm Expectations

[13:40] Preparing for Business Tax Returns

[17:30] Preparing for Personal Tax Returns

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