Not all tax professionals are the same; choosing one that fits your specific needs can help you build a successful partnership and can save you thousands of dollars. This video will discuss the reasons for working with a tax professional and the questions to ask when interviewing potential Certified Public Accountants (CPAs).

Topics Covered

• Questions to ask when interviewing a tax professional
• Reflecting on your own risk tolerance so that you can identify a CPA with a similar level
• When to meet with your CPA and topics to cover at each meeting

Course Duration

• 9 minutes

About The Instructor

As president/CEO of one of the nation’s oldest real estate schools, Brent offers a variety of solutions to the challenges that agents face in today's real estate environment. In 2003, Brent developed his first online course and has spent every year since continually searching for innovative ways to bring quality and consistency to every agent using multiple delivery formats. Today, he continues to teach classroom instruction but has also transformed the traditional brick and mortar classroom into a multimedia educational experience. Brent is also the broker/owner of his own real estate firm, Brent Lancaster & Associates.