Choosing the right CPA for your small business can feel overwhelming, but it doesn’t have to be. With the right questions, you can find a CPA who not only handles your taxes but also becomes a trusted partner in your business’s success. Whether you’re a growing startup or an established company, working with an experienced Austin, Texas CPA can make all the difference.
Here are the 8 essential questions you should ask when evaluating potential CPA firms.
1. Do You Have Experience Working with Small Businesses Like Mine?
Running a small business comes with unique financial challenges, from managing cash flow to understanding deductions. You want a CPA who has worked with businesses your size and understands your industry.
At Insogna CPA, we specialize in small business CPA Austin services, tailoring our solutions to meet the specific needs of entrepreneurs like you.
2. Are You Familiar with Texas Tax Laws and Local Regulations?
As a Texas business, it’s important to work with a CPA who knows the ins and outs of state-specific taxes, like Texas franchise taxes. Missteps here can lead to penalties and missed opportunities.
We’re proud to be a local Austin, TX accountant, and our expertise in Texas laws means your business will always stay compliant.
3. What Services Do You Offer Beyond Tax Preparation?
Taxes are just the beginning. A good CPA should also offer services like bookkeeping, payroll, financial planning, and business advisory.
At Insogna CPA, we provide comprehensive Austin accounting services that go far beyond tax filing. We’re here to support you year-round, not just during tax season.
4. Can You Help My Business Grow Strategically?
Your CPA should do more than just file forms—they should help you think long-term. Ask how they can assist with budgeting, financial forecasting, and strategic planning.
As your Austin small business accountant, we work with you to create actionable plans that help your business scale and thrive.
5. What Tools and Technology Do You Use to Simplify the Process?
In today’s world, technology is key. Look for a CPA who uses tools like secure portals, automated systems, and cloud-based software to keep your finances organized and efficient.
At Insogna CPA, we use cutting-edge tools to make managing your finances simple, secure, and accessible.
6. How Will You Communicate with Me?
Communication is everything. You want a CPA who is responsive and proactive, providing updates throughout the year—not just when deadlines are looming.
Our team at Insogna CPA believes in clear, consistent communication. Whether it’s virtual check-ins or timely reminders, we’re always here to keep you informed.
7. What Does Your Pricing Look Like?
No one likes surprise fees. Make sure you understand the CPA’s pricing structure, whether it’s flat-rate or hourly billing.
At Insogna CPA, we offer transparent, flat-rate pricing so you know exactly what to expect—no hidden costs, ever.
8. Why Should I Choose You Over Other CPA Firms?
This is the big question. Ask them to explain what sets them apart—whether it’s their local expertise, personalized approach, or specific services for small businesses.
Here’s why Insogna CPA stands out: We’re one of the most trusted Austin CPA firms, combining innovative tools, deep local knowledge, and a client-first mindset to deliver unmatched service.
Let’s Build Your Business’s Success Together
Finding the right CPA isn’t just about taxes—it’s about finding a partner who supports your goals and helps your business grow. At Insogna CPA, we offer the expertise and personalized care that small businesses need to thrive.
Whether you’re searching for a CPA in Austin Texas, need a tax advisor in Austin, or want to work with one of the best Austin accounting firms, we’re here to help. Contact us today to schedule a consultation and take the first step toward a stronger financial future for your business!