Hi, last year I had to amend some returns due to some errors I made so since then I used professional help. My CPA has been to busy so I went with a big tax firm and they assigned me a person qualified for my situation.

    My situation- W2 job in one state, live in another, where I have an owner occupied rental.

    My lasts errors were largely entering state income wrong in turbo tax, and mortgage interest wrong. Anyways

    Now, going in person, I was reassigned to someone else and was like okay.

    I had all my documents in order, I also knew to compare any big changes to my previous returns.

    Now time for review they were big jumps – I owed the state I live in 4 times what I typically owe them. The refund from the Fed was much smaller. Then I had to ask them to walk me through my income again and we saw my income had been doubled somehow for the state, Fed line 8 was not correct.

    I feel even bad writing bad about the experience here coz the person worked really hard.

    My 1099-B’s, INTs, DIVs he handled them and I think well. But now I caught all these big errors and almost had to fight the person for it to be corrected.

    And I’m sure I’ll have to pay $900 for my complex situation.

    In the past I’ve just left a CPA I figured wasn’t right. But I feel bad because this person has done so much work already. But I’m also like I basically found a bunch of big issues by the way myself. My role in the last year (at work) also involves maintains data integrity so I’m good at checking variance explaining big differences, and knowing don’t get people’s money numbers wrong!!!! So I’m so upset and on one hand I feel bad for all the work done.

    Most CPAs right now want to extend which I don’t want.

    And some CPAs don’t even understand my situation like I do except the one who amended last year who has terrible communication but skilled technically. It is actually insane me correcting these people.

    I’m thinking – do it myself, comparing numbers to last year, get a CPA to review. And next year find a better CPA technically strong, and good communication in time.

    Or I can go back to my final appointment with my current person and since the last “error” is being fixed, it’s okay and he gets paid for his effort.

    Conflicted on whether to file with tax preparer or not given issues found
    byu/grmahs intax



    Posted by grmahs

    2 Comments

    1. What makes you think you’re right and the people who do this for a living are wrong?

    2. EveryPassage on

      Have you actually found errors or just things you think are errors?

      Refund amounts can vary substantially year to year.

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