Concerns About My Accountant’s Behavior: Should I Be Worried?

As a business owner or individual managing finances, choosing the right accountant is crucial for maintaining compliance and ensuring smooth operations. Recently, I encountered a few troubling issues with my accountant that have left me questioning his reliability and professionalism.

Initially, I was advised against filing quarterly taxes, despite my concerns. I sought reassurance, and he confidently told me to avoid filing altogether. Following his advice, I didn’t file my quarterly taxes, only to face several penalties down the line. While these fines weren’t devastating, they were certainly frustrating.

The situation intensified when I received a refund from the IRS. When I inquired about this unexpected outcome, my accountant’s response was alarming. He stated that it appeared “my computer screwed it up!” This casual dismissal raised red flags for me. It left me wondering why discrepancies were downplayed, particularly when such errors usually result in tax liabilities rather than refunds.

Since bringing these concerns to his attention, I have struggled to get a response from him for follow-up questions, which has only added to my unease. Given my limited knowledge in Accounting, I rely on his expertise, so his apparent lack of communication makes me anxious.

As I contemplate switching to a different accountant for the upcoming tax season, I can’t help but wonder if my instincts are correct. Should I be concerned about the level of service I have received, or is this generally acceptable behavior in the Accounting profession? Your insights would be greatly appreciated as I navigate this situation.