Soar to Success December 2016

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Tina L. Moe, C.P.A., CGMA, formed A.C.T. Services in 2002, and began building
her business. Her practice has grown to a clientele more than 1,200 clients and a
team of more than a dozen staff members. Tina attributes her business growth
to being proactive with her clients, maintaining affordability and accessibility of
the business owner herself.
Tina is a member of the American Institute of Certified Public Accountants (AICPA)
and the Indiana CPA Society.
Contact her at: and on
Watch Tina’s video series
rate? Do they have a niche or a
specialty for which they provide
tax services?
You can find a full list of
questions to ask them on
the website for the American
Institute of Certified Public
Accountants. Be sure to
research this professional
by checking with the Better
Business Bureau, the State
Boards of Accountancy, or even
googling their name for some
potential online reviews.
Everyonewants to get their taxes
done quickly and painlessly, but
here are a few tips of things
not to do. Don’t agree to pay
contingency fees. This means
that your preparer is electing to
charge you fees based on your
refund. In our industry, that is
unethical. Don’t procrastinate
and do ask questions. Don’t sign
your tax return blindly. A paid
preparer, by law, is required
to sign your tax return and
provide their PTIN, but you are
ultimately responsible for the
results and accuracy of your tax
return. Ask questions; insist that
they review the return with you,
including all of the schedules
before you sign the return.
For more information, visit my
websiteat
SOAR TO SUCCESS / December 2016 / Core Business Strategies