Important Traits for a CPA Firm

Whether you are a taxpayer who has decided that tax preparation has simply become too complicated to go it alone or a Miami business owner looking for help organizing your general ledger and payment systems, working with a downtown Miami CPA will provide you with the answers you’re looking for. Staying up to date with our constantly changing tax laws and making sure that all of your paperwork is in order can be overwhelming, especially when you know that an innocent mistake can result in an audit or a fine.

A CPA, or Certified Public Accountant, is not only educated on all of the processes and regulations that are involved in tax preparation and business accounting, but they are also required to keep current on all changes that Congress or your local municipality may make to your filing requirements or capabilities. Putting yourself into their capable hands will provide you with a new level of confidence.

There are a number of traits that you want to look for when selecting a Downtown Miami CPA. Keep these in mind when you’re having your initial conversations, and if you don’t feel comfortable after your first meeting, keep looking until you find somebody that meets all of these checkpoints:

Responsive and Reliable – Whether you are a big business or small, or even an individual, you are deserving of a professional who will provide you with prompt feedback every time you call. This is a tough trait go gauge from a meeting, but there are plenty of online sites where you can see what other clients have had to say.


Comfort Level – Having a sense that your CPA understands your needs and goals is extremely important. Tax preparation, planning and accounting are all important to you, so you want to have a strong sense that the person you are working with sees you as much more than a pile of papers that needs to be taken care of. Look for a professional who not only seems well qualified but who also gives you a strong sense of personal connection.


Meeting Your Specific Needs – Though accounting is a generalized service, there are many accountants who specialize in a particular area of interest. If you have a specific need it is a good idea to find a CPA that can meet that criteria. Examples of specialization include those who may work with Chinese business owners or high-income taxpayers, or who are able to speak and work with clients from a specific background.

At Ivy Accounting, we are a proactive Downtown Miami CPA firm with a reputation for being responsive and knowledgeable. Whether you need tax services or business planning, we work hard to understand your goals and needs and to help you meet them while keeping you in compliance with America’s fast-changing tax laws. We treat each of our clients as an individual, paying close attention to your concerns and addressing each and every one of them, and specialize in working with Chinese companies and entrepreneurs.

If you are looking for a Downtown Miami CPA firm who will treat you and your accounting needs with respect and diligence, call Evelyn Hsu today at (786) 363-0233 to set up a convenient free appointment.

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Our Location: 200 Brickell Ave., Suite 1450, Miami, FL 33131