Properly vetting service professionals i.e. CPA's or bankers

[Bill Pollnow]

Hello Bigger Pockets world

I am hoping to get direction on a good way to properly vette a CPA, Banker or Insurance agent.  It is a constant struggle to find professionals that are a resource and not simply transactional.   For example, ALOT of CPA's will fill out/complete your tax paperwork when asked.  They will answer any question asked.  I would like to find a CPA that proactively asks me questions to base a strategy on for taxes.   To find this out UPFRONT is what I need help with.           

     If anyone has a good book recommendation I would love to hear that as well.    

     Thanks for listening.