‘He didn’t seem very alert’: Our CPA said we owe the IRS $443, but we’re actually due a refund of $637. Do we fire him?
Yahoo Finance·2026-03-28 13:33

Core Insights - The new CPA's performance was unsatisfactory, raising concerns about the accuracy of the tax returns prepared [2][3][4] - There was a significant error in the tax calculation, initially indicating a refund but later revealing a tax owed [3][4] - The client is considering switching CPAs due to the lack of confidence in the current one [4][6] Tax Preparation Concerns - The new CPA was unfamiliar with a form that had been used previously, indicating a potential lack of experience or diligence [2][4] - The cost of the CPA's services was $355, which the client feels may not have been justified given the errors [4] - The client is contemplating the possibility of redoing their taxes themselves to verify accuracy [6][7] Future Considerations - There is a suggestion to reconsider using a CPA for future tax filings, especially if accuracy is in doubt [6] - New IRS forms for 2025 income taxes were mentioned, indicating ongoing changes in tax regulations that may affect future filings [7]

‘He didn’t seem very alert’: Our CPA said we owe the IRS $443, but we’re actually due a refund of $637. Do we fire him? - Reportify