Before you select a tax, accounting, or personal financial advisor, make sure you consider the following questions:

* Is the Individual a certified public accountant?

* Is the CPA licensed to practice in your state?

* To what professional organizations does the CPA belong?

* Are your needs compatible with the CPA’s personality and expertise?

Do not underestimate the importance of the CPA designation. Remember, those three letters are awarded only to those who pass a rigorous two day uniform national examination.

In addition, CPAs are distinguished from other accountants by stringent licensing requirements, which may vary from state to state. Most states require members to have at least a college degree or its equivalent, but several also require post-graduate work.

Membership in professional organizations is also an important qualification. For example, almost 300,000 CPAs belong to the American Institute of Certified Public Accountants (AICPA). All AICPA members are governed by a code of professional ethics which is among the most exacting of any profession. What’s more, their firms must undergo a quality review of their accounting and auditing practice every three years under rules adopted by the AICPA in 1988.

AICPA members must also satisfy extensive continuing education requirements.

Compatibility, the last qualification to look for in a CPA, is harder to define but is just as important as technical proficiency. Make sure that the CPA’s personality and expertise match your needs.

Keep in mind that a long term working relationship between you and your CPA can help you take an informed, consistent approach to personal financial and business problems– and may enable you to meet your financial goals.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

At Berger and O'Toole we are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Berger and O'Toole CPAs, L.L.C. is located in Omaha, Nebraska. Robert H. Berger and Dennis L. O'Toole, both Certified Public Accountants, founded the firm on July 1, 1997.