Sullivan & Company - Certified Public Accountants 4709 Montgomery Lane #201 - Bethesda, MD, 20814 Phone: 301-657-8080



Paul Sullivan, CPA

Sullivan & Company


Call our Testimonial Hotline & give us your feedback at:


800-609-9006 extension 6779


What are the Top 5 Areas That You Should Ask Questions and Make Inquiries About When

Hiring a CPA Firm?


1. Background of CPA firm

  • Succinctly describe your CPA firm and what you try to offer.

  • What is the difference between your CPA firm and others?

  • Do you have public reviews on the internet that I can read?

  • Do you have a specialty or specialties?

  • How big or small are you?

  • Describe your typical client and what you do for them.

  • How do you charge and when do I pay you?

2. Personnel

  • Who works for your company and who will I work with at your company?

  • Where can I see the backgrounds and certifications of your staff?

  • Has your CPA firm been peer reviewed?

  • Do you outsource to other vendors to get the work completed?

  • Do you have full time or part time people?

  • What timeframe for response should I plan on in working with you and your staff?

3. Industry Experience

  • Do you have other clients in my industry?

  • What is important in my industry for accounting, tax and management issues?

  • What can you tell me that I can do different in my accounting and taxes that apply to my particular industry?

4. Accounting Systems

  • I use a particular type of software. Are you familiar with this software?

  • Do you have professional staff that is certified as experts in using this software?

  • Do you think I should consider any other software from what I have talked to you about?

5. Other Services

  • What other services do you offer besides accounting and tax preparation? Examples would be:

  • Personal financial planning

  • Audited financial statements

  • IRS audits

  • Management advice and recommendations

  • Estate planning

  • Accounting systems work

  • New company set up.

These may sound like a lot of questions but it is important to find the answers so you can judge and decide on the CPA firm that is right for your business needs and will help you grow.  For answers to these questions you are always welcome to call us at 301-657-8080.



Advantages of Keeping Good Records

You can avoid headaches at tax time by keeping track of your receipts and other records throughout the year. Good record-keeping will help you remember the various transactions you made during the year, which in turn may make filing your return a less taxing experience.


Normally, tax records should be kept for three years, but some documents - such as records relating to a home purchase or sale, stock transactions, IRA and business or rental property - should be kept longer.


In most cases, the IRS does not require you to keep records in any special manner. Generally speaking, however, you should keep any and all documents that may have an impact on your federal tax return.


Find out what the 6 TYPES of documents are by clicking here to read the full article.  It and more are on our web site, available to you at any time.



Would You Give Us a REVIEW on The Internet?


More and more people turn to the Internet to find supplies, vendors and even accountants to use and hire.  You probably use Google or another search engine to do the same in your business.


One way to HELP yourself to be 'found' is to have your clients, customers or patients give you a REVIEW on one of the popular review sites online.


More reviews encourages search engines to push your local listing to the top of the page where people will more likely click on it. 


We're doing the same here at Sullivan & Company and would like to ask you to give us a review on our Insider Pages listing.  Just click on this link and give us a review. 

And if you haven't yet, please give us a testimonial or feedback on our performance.  It only takes 60 seconds.  Just dial 800-609-9006 extension 9006 and follow the instructions.



Call our offices if you have any questions about these or any other accounting related issues, at 301-657-8080. 


Regards, Paul Sullivan, CPA



September 2009 Articles

Click here to review

Feature Articles

A SIMPLE Retirement Plan for the Self-Employed

Should You Invest in Life Insurance?

Employee Relocation in a Tightening Market

10 Things You Should Know About Identity Theft


Tax Tips

8 Tips for Taxpayers Who Owe Money to the IRS

What Income is Nontaxable?

Moving Soon? Let the IRS Know

Gift Taxes

Tips for Recently Married or Divorced Taxpayers


QuickBooks Tips

Tune Up Your Business Plan with QuickBooks


Financial Planning Tips

Create a Living Will

Update Your Will

Review Budget vs. Actuals