PORTEIRO

Accountant Hiring Checklist

Typical cost: $150–$400 · Use this before booking any accountant in the US.

Questions to Ask

  • Organize receipts and bank statements before the first meeting
  • Ask about experience with your business structure
  • Clarify year-round advisory vs seasonal filing fees
  • Are you licensed and insured for this type of work in my state?
  • Can you provide a written estimate before starting?
  • What is your cancellation and rescheduling policy?

Red Flags to Watch For

  • tax preparers unfamiliar with freelance or gig income
  • slow turnaround during filing season
  • unclear fee structures for audit support

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