A little over a month ago, I wrote about how I finally went out and got a CPA after a CSR working for an automated tax software program told me “you really need a professional to do your taxes.”
Here is how my CPA experience went! I am curious if it was anything like other people’s experiences with CPAs and financial advisers.
1. I had no idea how much it was going to cost.
My CPA’s website didn’t have any rates listed, which is fine, but it took me to the end of our first in-person meeting (after a few phone conversations) to finally say “um… what do you charge, and is it by hour or by project?”
It was per hour, and since some of those hours happened without me in the room I really didn’t have any idea what my bill would be until I received it. That, of course, made me nervous because I like to plan things in advance, but it turned out fine.