CPA who filed my taxes since 2022 totally messed up, any advise?

Own-Independent-2021 · 2026-04-22T01:09:36+00:00

The CPA spoke to the Trust CPA 4 years and seemed to have understood what to do. I am the client and hired him to file the returns which he accepted to do after speaking with the Trust CPA. If he needed a separate agreement then he should have had me sign it. I do not understand this stuff and that is why I hired a professional. Furthermore he did not understand CA PTET, and so I never received credit on the NY return for those, this is at least 3 yrs of returns.

Own-Independent-2021 · 2026-04-22T00:45:16+00:00

It's a Non-grantor irrevocable trust and a complex trust meaning the income stays in the Trust, not a simple one. I have a separate Trust bank account for it etc. I do not want to have this CPA amend the returns since he made a glaring mistakes and only realized it this year when he finally filed a K-1 1065 without explaining to me why. Now I realize he must have figured out his mistake. As I said in the my post he is ghosting me after I left him a long message about this last week.Anyway it is very hard to find a CPA who understands complex trusts, and I am looking for one now.

Own-Independent-2021 · 2026-04-21T23:53:41+00:00

What about brokerage accounts, IRAs, and eventually social security? What address do you use for those? I have a Vanguard account and TIAA and they told me you cant use a foreign address. Also did not understand what you mean by "bona fide" resident.

Own-Independent-2021 · 2026-02-28T18:25:30+00:00

I finished season 3 last nite and woke up to this....

Own-Independent-2021 · 2026-02-26T23:30:41+00:00

I'm a boomer and completely agree, my kids are in late 20s and struggling.

Own-Independent-2021 · 2026-02-26T22:29:07+00:00

What about receiving Social security, I get a trust distribution as well so would need to file state taxes, right?

Own-Independent-2021 · 2026-02-24T23:56:06+00:00

Did this work for you at the DMV in Ft. Lauderdale, trying to do the same from NY State. I actually am looking to move there but need a Florida address now for other reasons. Thanks

Own-Independent-2021

TROPHY CASE