I’ve mentioned previously that we hired an accountant to do our taxes last year, and we were pretty happy with him (let’s call him Harvey). Harvey had been my in-laws’ accountant for many years, and I trusted my father-in-law’s judgment in this regard, so it was an easy decision to have him do our taxes last year.
However, Harvey retired at the end of last year, though I didn’t find out until last week. Our account was transferred to another accountant in the firm, but I’m not thrilled by the fact that the only reason I found out about the retirement and transfer was because I called to make an appointment with Harvey. My father-in-law, whose taxes are a lot more involved than ours, says the new accountant (let’s call her Susan) seems well-qualified and he’s going to give her a year or so to prove herself. And since I’m not really interested in searching for a new accountant this tax season, we’ll just stay with her as well.
But I’ve been wondering what we’ll do if we’re not happy with Susan, which seems a real possibility considering that I’m not pleased with how she and the firm handled the transfer of our account. Word of mouth and referrals is my favorite way to find new professionals. I have one friend who’s been with her accountant for years, so I can ask her for a referral. I could also ask our estate planning attorney.
Hopefully, things will work out with Susan, but just in case they don’t: