Need to Create a Business Tax Plan? How to Work With Your CPA

An honest conversation can determine whether your CPA is able to meet your tax planning needs, and if so, getting prepared yourself is imperative to make it possible for them to do a good job.

A couple sits at a desk with an an accountant going over paperwork.
(Image credit: Getty Images)

Ask any business owner to name their most trusted adviser, and they usually mention their accountant. They assume their CPAs will accurately file their companies’ tax paperwork on time, as well as develop a business tax plan with strategies to keep their taxes as low as possible.

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Bruce Willey, JD, CPA
Founder, American Tax and Business Planning

Bruce Willey has been working with small to midsize businesses across the country for more than a decade, helping them navigate business and tax law in a variety of situations. His services include assisting with business start-ups, operations, growth, asset protection, exit planning and estate planning.