Dh and I filed taxed jointly for the first time last year. His late father had been a partner in an accounting firm and dh had his heart set on going back to "John," who'd taken over his tax prep for the last 10 years or so, with the provision that if I wasn't happy, we could go back to my accountant, who I think very highly of, the following year.
I was less than thrilled with John. I don't doubt his competence, but he simply rubbed me the wrong way. He implied that my accountant had not handled certain things correctly. I took it as a possible difference in their approaches but I didn't like his tone and I've never had any issues with my accountant, who's done my taxes since 1995. Another issue I had was the way he questioned every deduction I claimed, including a remark about how many career-related books I had bought the previous year. He put me very much on the defensive. My accountant's attitude has always been that if I can back them up, deductions are no problem. And quiet honestly, I didn't have that many.
Anyway... here we are, well into tax season and I've been putting off calling my old accountant for a few reasons. I never called him at all last year. Should I have called him and let him know where I was going and why? Would that have been the polite thing to do? How much of an explanation, if any, do I owe him? Part of me would love to tell him how annoyed I was by the other guy, but that would not be polite, either.
Also, there are only two days next week that I'm available to meet before I go in for surgery and I don't expect to be able to do much for a couple of weeks after. Am I out of line in asking if he can meet with me on either of those days? How much of my situation is it proper to share? If I'd gone back to him last year, I'd feel better about the whole thing. Now I feel awkward.
Is it possible to make this turn out okay, or would I be better off finding a brand new accountant?