I'm frustrated over a series of events. For the past 40 years, I have been using the same tax preparer. This winter, she announced her retirement. And now, I had to hustle to find someone new. So, I ended up reaching out to a transgender CPA I know, and was awakened to a hard fact - I've had it very easy over the past few years. Without mentioning this CPA's name, I know that she follows all the rules. And that's a good thing for me. I don't intend to break the law just to save a few pennies. Privately, I will give this person's name out and make a recommendation - as I did for RQS.
Most of the information this new tax person is requesting is something my brother and I should have at hand. Given that my brother is the financial expert in the family, I always took what he gave me and handed it to my old tax person. Now, I have to provide more information, and have my brother explain what's going on. I'm not looking forward to a conflict that will force me to look for a new person at the last minute.
This weekend, I had a chat with RQS and explained why I want to dissolve this tie that binds me to my brother. I depend on him too much, and the extra complexity that owning an income producing property provides is not worth it. Hopefully, my brother will soon feel the same way about the old family homestead.
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