Reply to New Tax Guy redid a bunch of things that affect investment convert values without asking won't budge

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Reply to "New Tax Guy redid a bunch of things that affect investment convert values without asking won't budge"

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[quote=Anonymous][b][quote=Anonymous]I'd pay the $1,200 and tell him you don't need further services. If he gets pissy I think it's totally fair to say that you agreed to $1,200 and when it became evident he would go over he should have contacted you. [/b]

I also agree that whether you use sale price or assessed values is totally a subjective decision and the idea that one is categorically better than the other is false. Moreover, if any such argument could be made, it would favor sale price data as that's reflective of actual market conditions while assessed or appraised value is based on models and forecast data.[/quote]

Agree with this.  But if he is a CPA (?) doesn't he have to sign the return if you leave it with him.  We've been with the same CPA for 20 years and he always signs as the preparer - never been audited.  Ours is complicated.  Two home offices and trusts.  It's about $3K a year but money well spent and I think having the CPA sign off on the return has probably saved us a few audits.  We also file extensions and quarterlies so that also may be why we pay as much as we do.  You need someone new but you need to straighten this out quickly unless you are going to pay estimateds and file for an extension.[/quote]

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