Congratulations. Life is not as simple as it used to be. You’ve got some combination of jobs, health issues, retirement accounts, kids who need cars and college, day-to-day stresses, a business with customers, vendors, employees and all their issues, and a limit of 24 hours per day. Oh yes – taxes too. Many practitioners can help you with taxes – but take a look at the bigger picture.
I have a CPA, but I’m not happy
Several issues are common:
CPA is not responsive to me |
Take a look in the mirror, buddy |
I send in my information early, but only get a response on the day of the deadline |
I wish I could cram a year’s work into three and a half months too |
|
Every year, a different (brand new) staff person works on my return and I end up training their staff person. |
You try hiring and keeping good staff in this environment… |
Here’s my diagnosis: If you’re reading this, you aren’t happy. You can try therapy, but chances are, one of you (probably you) is more invested in the relationship than the other.
There’s a better way. Let’s meet, examine what’s important, evaluate what’s possible, come up with a plan, and implement the solutions to achieve it. I’ll also explain how we’ll frame the relationship to overcome the common issues.
I just got a letter from the IRS that says I owe $397,688 (true story)
It actually turns out the (previous) CPA didn’t report the sale of a personal residence, and that generated the IRS letter. Even better – when we filed the amended return, the client got a refund for overlooked higher education credits.