(616) 776-6457 | [email protected]


Ask Yourself These 3 Big Questions About Your Previous Fiscal Year

Bill Morgan

August 13, 2019

As you think back through the last year of tax season with your current CPA, how did it feel? Was it an overall positive experience? Did everything go as you planned?

Here are 3 major questions to ask yourself about the last fiscal year. If you find too many negative answers, it might be time to honestly assess that CPA relationship.

1. Did the inattention of your CPA firm force you to file an extension?

It’s one thing if you were to blame and didn’t prioritize sending the proper paperwork on time to your CPA firm. But if you had all of your documentation in place and got it to your accountant in early January, you should know a specific reason why an extension was necessary. If not, that would be a red flag to remember.

2. Did you pay too much?

Did you pay too much in taxes? You should know very early in the year how much you’re estimated to pay so you can budget for that quarterly payment. What kind of tax strategy did your CPA firm have in place for your specific business? It shouldn’t be a one-size-fits-all form that they use for every single client. Your industry has its own unique strategy so that you can take advantage of specific deductions. You should be aware of it and be partnered for your business goals.

3. Was their communication lacking?

You should always be able to get ahold of your accountant. Did your firm answer your phone calls and your questions? Or did you get the runaround? It’s our experience that if you can’t get ahold of a service vendor, it’s because they haven’t done your work yet. That’s not very professional or responsible. If anything, owning up to the truth goes a long way for an explanation.

What are the pain points you’ve been ignoring with your current CPA?

If you’d like to look for a new accountant who communicates well with you, contact an expert from Morgan & Associates today.

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