So my CPA of a decade turned out to be a turnip.
He produced quality tax returns.
And almost no assistance with tax planning.
So last Friday I gave him the boot.
I knew this was coming so I've been taking steps to find a new CPA.
I first interviewed a nice guy who forgot to tell me the $150 fee for 1 hour consultation, we passed on him.
I then interviewed a nice local CPA woman who seemed to know her stuff, but I feel she will try to cross sell me on stocks, bonds and IRA's as she has her licenses to sell that type of stuff. She wanted $150 hour consultation also.
So then I contacted my attorney who recommended someone.
He called back this morning and we chatted for a while.
He knows his stuff, no nonsense, giterdone, with no consultation fee.
So I think we will go with CPA #3.
The thing is, as you go through the years receiving the same (lousy) service, you don't question things.
But then when you find that almost all other people are providing better service for the same price, you realize you should have made the transition much sooner.
I suppose that works with most things like jobs, relationships, etc.
And there you have it!