Bloomberg Tax
Aug. 19, 2021, 8:45 AM

Your Tax Pro’s Just Not That Into You: Why You May Get Dropped

Kelly Phillips Erb
Kelly Phillips Erb

“Next year will be different.”

It’s a mantra that I’ve heard over and over since the end of a long and stressful tax season—with apologies to those still working on extensions. After months of long hours, ever-changing rules and regulations, and shifting deadlines, many tax professionals are rethinking how they do business—and that includes a second look at who their customers might be.

Tax services can feel relatively simple when you’re just handing over a stack of papers or uploading files to a portal. But how you regard the process can be critical to understanding whether your tax professional is ...

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