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‘He didn’t seem very alert’: Our new CPA said we owe a $443 tax refund, but we’re actually due $637. Do we fire him?
- What: A new CPA made an error in calculating the tax refund, stating $443 when the correct amount is $637.
- Why: The discrepancy may be due to a misunderstanding of tax laws or a simple calculation mistake.
- Signal: The error may indicate a lack of experience or attention to detail on the part of the new CPA.
- Target: The couple should request a detailed breakdown of the calculation to identify the source of the error.
- Risk: Firing the CPA may be premature, but it's essential to address the issue and ensure accurate tax returns.