Your tax preparer should be working for you, not you working for them. TP is welcome to give their recommendations...that's what you want, frankly. But you call the shots. If TP isn't willing to do things the way you want, then, yes, you need to break up.

Same with a Financial Advisor. They work for you. They do things the way you want. They give you advice and make recommendations, but in the end it's your call. And if they can't handle that, you need to break up.

I think you need a tax advisor, not just a tax preparer.