Your Accountant is Your Business Partner
Choosing an accountant is one of the most important business decisions you'll make. A good one saves you thousands in taxes. A bad one can cost you even more through missed deductions, compliance failures, and poor advice. We recommend working with our year-round tax planning team.
10 Critical Questions to Ask
Use this checklist when interviewing Calgary accountants:
- "How long have you worked with businesses like mine?"
- "What's your approach to tax planning — reactive or proactive?"
- "How often will we communicate during the year?"
- "Do you offer bookkeeping, tax filing, and year-round planning?"
- "What software do you use? Can you integrate with my tools?"
- "Can you provide references from similar Calgary businesses?"
- "What's your fee structure? Any hidden costs?"
- "How do you stay current on tax law changes?"
- "Will you represent me in a CRA audit?"
- "What happens if I need quick answers outside scheduled meetings?"
Red Flags to Avoid
- Unresponsive or hard to reach
- No tax professional designation or relevant credentials
- Only reactive (tax filing, no planning)
- Promises "guaranteed" tax reductions
- Resistant to modern technology/cloud software
- No industry experience in your field
- Aggressive or risky deduction strategies
Assessment Checklist
Rate your potential accountant on these criteria:
| Criterion |
Weight |
Score (1-5) |
| Calgary experience + your industry |
25% |
___ |
| Proactive planning approach |
25% |
___ |
| Communication & responsiveness |
20% |
___ |
| Technology & software |
15% |
___ |
| Fee transparency & value |
15% |
___ |
Multiply each score by its weight percentage. Aim for 4.0+ weighted average.
Next Steps
- Create a shortlist of 3–5 Calgary accountants
- Call and ask if they have capacity for new clients
- Schedule a 20–30 minute introductory call
- Ask the 10 critical questions above
- Check references if it seems like a good fit
- Make a decision based on experience + fit + value
Ready to find the right fit? Book a free consultation with Swift Accounting. We're based in Calgary, we specialize in small business, and we believe in partnership-style relationships.