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+--- Thread: Prospective CPA is asking for bank and credit card statements + last years tax retur (/showthread.php?tid=7126)
Prospective CPA is asking for bank and credit card statements + last years tax retur - Aplus - 06-17-2021
Prospective CPA is asking for bank and credit card statements + last years tax retur
I’m searching for an accounting firm / CPA to handle my books/accounting, payroll, and tax planning.
They said they’ll give me a price quote only after submitting the aforementioned documents. This seems a little iffy but I’m not sure if standard practice.
Should I be involving a NDA at all?
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