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‘He didn’t seem very alert’: Our CPA said we owe the IRS $443, but we’re actually due a refund of $637. Do we fire him?
- What: A couple received a surprise refund of $637 after their CPA claimed they owed $443.
- Why: The discrepancy may be due to the CPA's inattention or a simple error.
- Signal: This incident highlights the importance of double-checking tax returns for accuracy.
- Target: The couple should consider seeking a second opinion or switching CPAs.
- Risk: Firing the CPA without investigation may be premature and potentially costly.