Female CPA working at desk
Bookmark and Share

Be a Good Partner to Your CPA


While recent tax reforms may have simplified the tax code – and thus the tax return preparation process – many taxpayers will still want to hire a CPA.


Below are some tips to keep the process efficient and cost-effective on both sides.

  • Be early. Getting your data to your CPA early lets them work without the deadline pressure of Tax Day, meaning less chance for errors and more time to identify ways to minimize your tax bill.
  • Use your CPA's questionnaire. Filling out forms is tedious, but these are designed to ensure you don't forget anything important.
  • Avoid making your own summary schedules. If your summary doesn't match the original documentation, then your CPA needs to reconcile the differences, ultimately slowing the process and increasing your fee.
  • Be as complete as possible. Try to send all your data to your CPA at once, rather than in pieces every week or two.

Photo of Mike Schroeder

Letter from Mike Schroeder

PWM President Mike Schroeder on the significance of Baird's 100th anniversary.

Baird 100 logo

The Past Is Prelude

It's not so much the number of years as it is the successes we've helped our clients achieve.

Sail boat on a calm lake

2019 Market Outlook

Baird's Investment Strategy Team makes the case for caution and patience in the New Year.

Young couple sitting on couch looking at papers

2019 Planning Perspective

Baird's Director of Advanced Planning considers how a divided Congress could affect your financial plans.

Two women working at a table

What Women Need to Know About Social Security

Tips for women looking to maximize their Social Security benefits.

Mother hugging two sons

Wealth Management in Real Life

A new Digest feature that helps readers tackle their most pressing wealth management concerns.

Close up of hand writing a donation check

A Smarter Way to Give

With donor-advised funds, you can respond to a natural disaster in a way that fits your broader financial plans.

Female hand holding a model of a house

Don't Put Off Your Estate Plan!

No matter the size of your family or bank account, the conversation about estate planning needs to be had.