I swapped my tax preparer of 5 years after one year he showed he doesn't understand stocks and I had to explain why my ESPP was being taxed twice, which eventually he helped amend, but still did not understand what he did for me. I started doing it myself and just compared with previous years. If things don't change, it should be similar.
Waulnut163 t1_jad12ix wrote
Reply to How do you know when to change tax preparer? by eddy_g1
I swapped my tax preparer of 5 years after one year he showed he doesn't understand stocks and I had to explain why my ESPP was being taxed twice, which eventually he helped amend, but still did not understand what he did for me. I started doing it myself and just compared with previous years. If things don't change, it should be similar.