7 Reasons Why It Might Be Time to Get a New CPA

Another year has gone by. 

It's time to begin gathering my material for my taxes to be prepared.

Then it dawned on you, why hasn’t my accountant called me to discuss some possible strategies? If these are questions you are having, it may be time to consider a new CPA. The following are some reasons to consider whether you should find a new accountant:

1) Doesn’t return my phone calls in a timely manner

2) Always puts me on extension

3) There is no proactive tax planning during the year

4) There is no clear fee agreement; then the bill is higher than expected

5) You no longer have a good rapport with them

6) Your existing CPA does not keep up with the new tax laws

7) Too many correspondences from the IRS due to filing errors


These are just a few complaints one may have with their current accountant, but when they become a yearly issue, it may be time to take a look at a change. However, if you have been with your CPA for a long time, it is important to be honest as to why you are moving on. State your reasons and make a phone call, or put it in writing.


ACTION ITEM: Know when it's time to get a new CPA.


Thomas F. Scanlon, CPA, CFP®


Tom Scanlon has over thirty years experience in public accounting with an extensive background in the areas of financial, tax, and estate planning. He prides himself on providing in-depth and customized solutions to privately held businesses and their owners. He is a Certified Public Accountant and Certified Financial Planner®. Tom is a frequent speaker for area organizations and has  recently been quoted on CNBC, Fox 61 News and AARP's blog. Tom also has been a guest columnist for numerous publications including The Wall Street Journal, Barron's, Money Magazine, The Hartford Courant, The Hartford Business Journal, and The New Haven Register. He is a member of the American Institute of Certified Public Accountants, the Connecticut Society of Certified Public Accountants, and the Financial Planning Association. Active in the community, Tom supports a variety of not-for-profit organizations.

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