June 2026 | Written By: Mark Gargano

How Do You Choose the Right CPA?

In this edition of Capital Compass & Key LIVE, I share some thoughts on a question many business owners and families eventually face:

How do you choose the right CPA?

Now, there are plenty of talented tax professionals. The challenge is finding the one whose process, communication style, and expertise align with what you need.

Throughout my career, I've spent a great deal of time working alongside CPAs, advisors, business owners, and families. One thing I've learned is that successful tax outcomes often begin long before a return is filed.

Good information matters.

Good organization matters.

Good communication matters.

In this conversation, we discuss the increasing demands placed on CPAs and why understanding their process can be just as important as understanding their credentials.

This conversation explores:

• The growing complexity of tax preparation
• Why coordinating documents is critical
• Common communication challenges during tax season
• The importance of accurate information
• Evaluating a CPA's systems and organization
• Finding the right fit for your unique situation

One phrase I often come back to is simple:

Wrong information, wrong taxes.

Once a problem has started, it can be difficult and costly to correct. That's why the best approach is often to focus on getting the process right from the beginning.

At the end of the day, there are many excellent CPAs. The goal isn't finding the "best" CPA. The goal is finding the right CPA for your needs and building a process that helps everyone succeed.

Capital Compass & Key LIVE is a series built around real business perspective, long-term thinking, and lessons shaped through decades of experience working with business owners, families, and advisors.

Thank You For Reading

Disclosure:

Investment advice offered through National Wealth Management Group, LLC, an SEC-Registered Investment Adviser.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.

Additional Disclosure:

This material does not consider any investor’s specific objectives, financial situation, or particular needs and should not be construed as personalized advice. All investments involve risk, including the potential loss of principal. Strategies discussed may not be suitable for all investors and may change based on market, tax, or regulatory developments.

Before acting on any information contained herein, individuals should consult with a qualified financial, legal, or tax professional who can assess their unique circumstances.