Perisho Tombor Loomis & Ramirez

Which Firm Is For Me

Identify Your Needs

PTRFB Info Sheet

CPA Interview Form

Typical CPA Charges

Getting The Most Value

How to Choose a CPA

First, decide what you want from your CPA. Not all CPAs provide the same range of services. Perisho Tombor Ramirez Filler & Brown focuses on the needs of privately-held companies, their owners, tax planning needs of high income individuals, audits of non-profit organizations and employee benefit plans. When looking for a CPA, analyze your current and future financial needs and select a firm that can address your particular goals.

Worksheet to help Identify Your Needs

Identify What You Need From A CPA
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After you have determined your goals, the next step is to identify CPAs who provide the types of services you need. Seek recommendations from people who have consulted with CPAs for similar reasons. You might turn to bankers, attorneys, business contacts, or friends and colleagues.

Eventually, you must make the selection. Meet with the CPA firm and determine if the firm is right for your needs. Once the decision is made and the CPA agrees to perform the required services, hopefully you have initiated a lasting relationship. We have a number of clients we have served for over twenty years.