• Accounting
        • Your financial statements should show a complete picture of your business, and lay the foundation to help you create a strategy for the future.
          READ MORE>

        • Tax
        • Tax returns prepared to ensure we minimize your liability and keep more of your earnings over the long term.
          READ MORE>

        • Business Advisory
        • From proper entity selection at the inception of a business to developing an exit strategy, we are here to guide you in making informed decisions that are goal driven and take into consideration the materiality of your financial situation.
          READ MORE>

        • QuickBooks
        • We maximize your QuickBooks investment by customizing the software to meet your specific needs and industry best practices.
          READ MORE>

        • Litigation Support
        • We employ strong analytical and communication skills to produce evidence that supports your position in cases of a dispute or negotiation.
          READ MORE>

        • M&A Advisory
        • Whether you are selling, acquiring or expanding, we are well equipped to ensure you respond to opportunities swiftly and with confidence.
          READ MORE>

        • SJG
        • Manufacturing & Distribution
        • Success in manufacturing and distribution hinges on your ability to manage numerous details with accuracy and foresight into how they impact current and future operations.
          READ MORE>

        • Consulting Services
        • You focus on your core competencies, customer service and strategy and we’ll keep you from getting caught off-guard by daily financial tasks or overwhelmed by growth.
          READ MORE>

        • Medical
        • Patient care is your primary concern. Providing the best clinical experience for your patients continues to get more difficult and costly. Delivery models are changing from fee for service to quality based.
          READ MORE>

        • Legal
        • Running a legal firm is a balancing act with high stakes. Your reputation hinges on your ability to support clients with responsiveness and accuracy.
          READ MORE>

        • Real Estate
        • Real estate is characterized by large material gains and losses. Every transaction has the potential to impact your accounting and tax situation.
          READ MORE>

        • Technology
        • Perhaps more than any other industry, technology companies must have an infrastructure built to scale. A culture of continuous iteration requires an ability to account for a fluctuating profit margin.
          READ MORE>

        • Professional Services
        • With a consultative, integrated approach to accounting, tax and consulting services for businesses and individuals, we work hand in hand with you to achieve your goals.
          READ MORE>

        • Renewable Energy
        • Renewable energy is an area of growing interest for businesses, as well as the advantageous tax incentives when transitioning operations to include new energy solutions. Read our series of articles to LEARN MORE.

  • CAREERS
  • LOCATIONS

SJG Blog

Is Your CPA Just Checking Boxes and Filling In Blanks?

By Stacey Gorowitz, CPA, MBA

Taxes are the first thing most people think of when they think of their CPA. In fact, the need for help completing their annual returns most likely drove them to seek the assistance of an accountant in the first place. It’s an important task, without a doubt. At the same time, preparing tax returns can almost be viewed as a commodity in some cases. Filling in the blanks is all it amounts to, sadly, from many service providers.

check boxFinding someone to fill in the blanks on the right generic forms for your business or personal return isn’t a challenge. Finding someone who really gets to know you and your company, however, isn’t so easy. It’s worth it to make the extra effort and search until you’ve found the right fit though, because with a well matched CPA who’s motivated and knowledgeable, the difference is astounding.

By putting in the time and attention to understand the nuances of your financial situation – your goals, your unique business, your family, your time frame, etc. – the right accountant will open up a different world to you. Through changes and adjustments to your tax approach, you’ll create significant savings on what you owe now as well as in the future.

Even the forms you use might change, because with a deeper level of knowledge the right CPA could find new credits and deductions or simply a more appropriate approach for you to use.

Is your accountant interested in the details of your life? Does he or she delve into your goals and ambitions, your personal style and the nitty gritty of your business plan? The right accountant is not only someone who wants to know these things, but someone with whom you’re comfortable sharing them.

If you don’t have this kind of personal, intimate relationship with your CPA then chances are good that your tax returns aren’t as finely tuned as they could be. I encourage you to examine this relationship and think honestly about whether it might be time to look again for a tax partner who’s also your overall financial partner to help you build the future you want and deserve.

Share This:

Facebook
Twitter
LinkedIn

Subscribe to Our Newsletter

Recent Posts

Scroll to Top