How to Choose the Right CPA in Fort Myers: 7 Key Questions to Ask

Aashir Abbas
Sep 16
2 min read

Finding the right CPA can make all the difference in your financial success. Whether you’re a small business owner or an individual in Southwest Florida, a CPA isn’t just someone who prepares tax returns — they’re a trusted advisor.

At MarkhamNorton, we know how important this decision is. Here are 7 key questions to ask when choosing a CPA in Fort Myers.

1. What Experience Do You Have in My Industry?

Your CPA should understand the challenges of your business. A construction company and a medical practice have very different financial needs.

2. Do You Offer Year-Round Services?

Some accountants only appear during tax season. Look for a CPA who provides year-round tax planning, bookkeeping, and advisory support.

3. How Do You Communicate With Clients?

Ask whether the CPA prefers in-person meetings, virtual check-ins, or a client portal. Consistent communication is key.

4. Can You Help With Long-Term Planning?

A good CPA looks beyond tax returns. They should help with retirement planning, estate planning, and business growth strategies.

5. Do You Work With Clients in Fort Myers and Naples?

Local expertise matters. A CPA who knows Florida tax laws and local business regulations provides better guidance.

6. What Technology Do You Use?

Modern CPAs use cloud-based software for bookkeeping, document sharing, and secure communication.

7. Can You Provide References?

A reputable CPA firm should be willing to share testimonials or references from satisfied clients.

FAQ

Q: Do I need a CPA or is a regular accountant enough?

A: CPAs are licensed professionals with higher standards of expertise and can represent you before the IRS.

Q: How do I know if a CPA is right for my small business?

A: Look for industry experience, proactive advice, and local knowledge of Fort Myers regulations.

At MarkhamNorton in Fort Myers, we don’t just file tax returns — we build relationships.