Consistency: You want someone who will be there year after year to help your family or business along the financial bumpy road ahead. You want someone whose high standards and specialized knowledge will consistently deliver excellent service time and again. And you want someone whose prices and fees are consistently stable and reasonable.
Commitment: You want someone committed enough to stay up to date on the diverse tax laws and changes, yet down-to-earth enough to apply it to your situation. And you want someone who goes beyond the April 15th deadline to provide you with financial resources as well as a year-round office to help you in your every day finances and business operations.
Confidentiality: You want someone you feel comfortable with. You have to be able to trust them and know that others trust them as well. You want to be sure that your information is secure and you want to be able to ask your questions and get honest and confidential answers.