PERSONAL FINANCE

TIPS TO FIND THE RIGHT CHARTERED ACCOUNTANT FOR YOUR FINANCIAL NEEDS

Published By Livemint | 27 Jan, 2023

Here's a list of 7 tips to help you find the right chartered accountant for your financial needs

Ask your financial advisor to recommend a Chartered Accountant as he understands your wealth portfolio

Read articles written by CAs in newspapers and magazines, and based on that figure out their areas of expertise

Approach an expert at the start of the financial year, or before you undertake any complex transactions

Find out if the CA has any experience advising clients in the relevant industry

Enquire whether the charges of a CA cover tax advice for only one person or the family

Ask your family and friends for recommendations for a good CA based on experience

It is ideal to have a conversation with prospective CAs about your requirements before you sign up