Decide if you need a yearly tax return, ongoing accounting, tax planning or all three. It helps firms quote accurately.
Ask who prepares and who reviews your work, and ask for license details if the work calls for a CPA.
Flat monthly, per-return and hourly pricing cover different things. Ask what is included and what costs extra.
Ask how often you will meet, how fast questions get answered and what software they use.
Ask for a written scope and references before you sign.
General information only, not professional advice. Harbor Accounting Match does not do this work. Last updated October 15, 2026.