Does it mess up your taxes very much if you were in the habit of having it done by one person for many years and then switch to someone new?

I think the person who does mine is unwell, and I am thinking of getting someone else next year

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I was in this position. My accountant passed away last year, so his firm referred me to someone else there, and they had my information as their client. Of course I still had to provide the paperwork for 2021, and I brought some of the past work he’d done. So it went as smoothly as possible. It would’ve been more complicated with a different firm, but they’d always provided good service.

dancingtongue · 80-89, M

@bijouxbroussard[@house of cards] Like everything in life -- no guarantees; unpredictable. Luck of the draw, crap shoot, call it what you want. Ours retired a number of years ago, and she referred us to a colleague of hers. I wouldn't say it was a bad experience, but not the same. So we tried someone else that was recommended and it was a horrible experience. Our son recommended his, and she has been a delight -- just like the one who had retired -- and we have been with her ever since.