I used a CPA firm since retiring simply because I was sick of doing them myself. However, two years in a row I decided to check their work and found major errors that almost cost us a bigger refund. So this year I was going to go back to using Tax Act, but it so happens I am going in for spine surgery soon and I don’t think I will want to deal with it, nor do I have the energy to find another accountant.
Our Financial Planner thinks I should just let the CPA do them again and he offered to check the return for me before the accountant submits it.But the issue is sometimes the mistakes are not a matter of math but a matter of something left off. Crazy because I wrote detailed notes when I submit my paperwork to the accountant. Since I’ve always done our taxes I know exactly what the accountant needs. I’m so organized it should be a piece of cake for the accountant.
Plus I don’t think the accountant would send me a PDF version before it’s signed and submitted, but I’m not sure.
Our Financial Planner thinks I should just let the CPA do them again and he offered to check the return for me before the accountant submits it.But the issue is sometimes the mistakes are not a matter of math but a matter of something left off. Crazy because I wrote detailed notes when I submit my paperwork to the accountant. Since I’ve always done our taxes I know exactly what the accountant needs. I’m so organized it should be a piece of cake for the accountant.
Plus I don’t think the accountant would send me a PDF version before it’s signed and submitted, but I’m not sure.