Certified Public Accountant

Scott Macklin, Darrel Whitehead CPAs

CPA Orange County

Why You Need an Accountant

Certified Public Accountants (CPAs) act as advisers to individuals, businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial matters. Today, many individuals and businesses turn to CPAs for help with tax preparation, auditing services and advice on developing effective accounting systems.

What can a CPA do for you?

CPAs are no longer just number crunchers and tax preparers, they are business and financial strategists who help chart the paths of businesses and individuals. Businesses are tapping CPAs to not only manage finances and taxes, but also to determine profitable new product lines, help diversify investments, and provide a variety of other consulting and business services.

As technological advances, globalization, new laws and regulations, and marketplace competition continue to complicate financial and business decisions, CPAs will be called upon to analyze information, determine effective financial and business strategies, and help individuals and businesses achieve profitability.

How can you get the most value from a CPA’s services?

When it comes to working with a CPA, you are in control. There are a variety of things you can do to get the most value out of your time and money spent with a CPA.

Before you even contact a CPA, be prepared with your goals and objectives of what you want the CPA to do for you. Have a list of questions and a clear idea of what you want to accomplish.

Before you meet with a CPA, gather all the documents and information you think you may need – past tax returns, financial statements, investment documents, business plans – and take this information with you to the first meeting.

Keep your CPA up-to-date on what’s happening in your life. Are you getting married, divorced, having children, needing to plan for your child’s college education, expanding a business, or giving the business to an heir? You’d be surprised what life experiences can have a significant impact on your tax liability and personal financial goals.

714-841-0995
Fax: 714-841-2305
18592 Main Street
Huntington Beach, California 92648
scott@whiteheadcpa.com
www.whiteheadcpa.com

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