How to find a good CPA as a divorcee

18.How to find a good CPA as a divorcee

Finding a good Certified Public Accountant (CPA) as a divorcee is crucial for managing your financial affairs post-divorce. Here are some steps to help you find a suitable CPA:

  1. Ask for Recommendations:
    • Seek recommendations from friends, family, or colleagues who have gone through a divorce or have experience with a CPA.
    • If you used an attorney during your divorce, they might be able to recommend a CPA specializing in divorce-related financial matters.
  2. Professional Associations:
    • Look for CPAs who are members of professional associations, such as the American Institute of Certified Public Accountants (AICPA) or your country’s equivalent.
    • These associations often have directories that can help you find qualified CPAs in your area.
  3. Online Directories:
    • Use online directories to find CPAs in your locality. Websites like the AICPA, state CPA societies, or local business directories can be helpful.
    • Consider using platforms that provide client reviews to gauge the experiences of others.
  4. Specialization in Divorce Finances:
    • Look for CPAs with experience and specialization in divorce-related financial matters. Some CPAs focus on helping individuals navigate the financial complexities of divorce, including tax implications and asset division.
  5. Interview Potential CPAs:
    • Schedule interviews with potential CPAs to discuss your situation and assess their expertise.
    • Inquire about their experience with divorce-related financial issues, understanding of tax implications, and their approach to helping clients post-divorce.
  6. Check Qualifications:
    • Ensure that the CPA is properly licensed and has the necessary qualifications. You can check with state licensing boards to verify their credentials.
    • Look for CPAs who have additional certifications or designations relevant to divorce financial planning.
  7. Communication Style:
    • Choose a CPA whose communication style aligns with your preferences. Clear and open communication is essential, especially when dealing with sensitive financial matters.
  8. Fee Structure:
    • Discuss the fee structure upfront. Understand how the CPA charges for their services, whether it’s an hourly rate, a flat fee, or a combination.
    • Clarify any potential additional costs, and make sure you are comfortable with the financial arrangement.
  9. Client References:
    • Request references from previous clients, especially those who have gone through divorce-related financial planning with the CPA.
    • Speaking with past clients can provide insights into the CPA’s competence and client satisfaction.
  10. Trust Your Instincts:
    • Trust your instincts and choose a CPA with whom you feel comfortable. A good working relationship is essential, especially when discussing personal financial matters.

Remember that finding the right CPA may take some time, but it’s worth the effort to ensure you have a trusted financial professional to guide you through the complexities of post-divorce financial planning.

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