In this episode of The Tax Translator, Cecily Welch sits down with Thomas Bowen, CPA and attorney, to answer a question many clients have probably wondered: What does your CPA actually do all day? Tom and Cecily unpack the work happening behind the scenes, from tracking down missing information and correcting bookkeeping problems to responding to IRS notices, preparing financial statements, and managing deadline-driven emergencies. They also explain how clients can make the CPA relationship more efficient and valuable by maintaining good records, communicating proactively, understanding the limits of DIY accounting technology, and treating their CPA as a member of their financial team rather than simply a tax-return preparer.
