What you should expect from a proactive CPA relationship
Overview
If you have searched how to know if my CPA is doing a good job or switching CPAs mid year, you are not being difficult. You are noticing a mismatch. A CPA should not feel like a once a year transaction. A high quality CPA relationship should feel organized, strategic, and responsive.
The biggest signs you have outgrown your CPA
1) You only hear from them during filing season
A reactive CPA files what happened. A proactive CPA helps shape what will happen.
2) You get surprise tax bills with no warning
Surprises usually mean there was no quarterly forecasting or planning.
3) Communication is unclear or slow
You should know what is needed, when it’s needed, and why it matters.
4) Repeated errors or penalties
Penalties often come from missed deadlines, inaccurate reporting, or underpayment.
5) No guidance on structure, systems, or compliance
If you have an LLC or are considering an S Corp, you need strategic modeling, not guesses.
Can you switch CPAs anytime?
In most cases, yes. Switching is a process, not a drama:
-
request prior returns and workpapers
-
transfer bookkeeping files (QuickBooks, Xero, payroll reports)
-
clarify who will handle pending filings and notices
What Avocet International CPAs believes you should expect
At Avocet International CPAs (formerly Janssen and Igar), we believe clients should have:
-
a clear planning cadence (quarterly baseline)
-
clean books that match the tax return
-
predictable tax reserves and estimated payments
-
documentation standards that reduce risk
-
responsive communication and clarity
Suggested read
FAQ
Can I switch CPAs anytime?
Yes, most clients can switch at any point with proper records transfer.
Will switching CPAs hurt my taxes?
Not if done correctly. In many cases outcomes improve because planning improves.
What should I ask a new CPA?
Ask about planning cadence, communication, advisory services, and how they handle bookkeeping quality control.
