(616) 776-6457 | [email protected]


It’s time to break up with your Tax Pro

Bill Morgan

October 16, 2019

There are a few telltale signs that you need to fire your current Tax Pro and start looking for someone new.

When you’re running a business every day, searching for an accountant doesn’t always rank high on the priority list. It’s work to transfer everything over, or even find someone new. But what if you could be saving thousands of dollars every year in taxes? If your tax accountant isn’t doing their job properly, it might be worth your time to make the switch.


Sign #1: You don’t understand your financial statements

If your accountant is hesitant to explain your financials, that’s a red flag. You should always know what’s going on with your own business. A misguided sense of job security on the part of an accountant shouldn’t prevent you from getting all of the information you need.

Sign #2: You only talk at tax time

Any time you have a question, your Tax Pro should be available to you. In fact, the best accountants are proactive, contacting you and setting up appointments quarterly  or monthly to sit down and go over your books. After all, if you don’t have an updated view of how your business is trending, how can you accurately plan your next steps?

Sign #3: They don’t help maximize deductions

One of the most important ways a Tax Pro can help a small business is by maximizing deductions. You should never just “repeat what you did last year.” You want accountants on your team that work hard for you, educating themselves on the latest tax code updates, and discovering how to make them work to your advantage.

Sign #4: They don’t know your industry

Good bookkeepers should provide insight and strategies to improve your company’s bottom line. They should be familiar with your industry and your organization’s standard business processes. Some industries have specific tax codes and breaks that can improve the profitability of your business. Your bookkeeper should understand those intricacies and approach you with ideas on a regular basis.

Your Tax Pro should provide more than just accurate financial statements; they should be a valuable asset to your strategic decision-making process. If that is not the case, it may be time to fire them.


If you’d like to see what a new CPA firm can do for your business, click the button below:


Back to List

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.


BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

 Our Specialties


We understand that the countless number of tasks associated with running a successful practice leaves you with little time to deal with your numerous accounting and tax responsibilities. That is where ...

read more

Property Management

With proactive tax strategies and industry-specific expertise, we have a proven track record of helping property management firms succeed from...

read more


If you contract your services as a salesperson, freelance writer, graphic designer, real estate professional, or other profession contact us to learn about the comprehensive, affordable...

read more


Morgan & Associates has extensive experience in nonprofit accounting, currently providing audit and tax return services to a growing number of...

read more


Latest from Our Blog

qb-proadvisor-desktop qb-proadvisor-advdesktop qb-proadvisor-online qb-proadvisor-advonline qb-proadvisor-enterprise

Learn More