Tax beginner here...really don't know much. Its why I use a CPA.
My question: How can I validate my CPAs work? I've used the same CPA for last 7 years and he just retired and has handed the business off to his son. Ever since the transition occurred, experience has been sub-par. Not responding to my questions, lots of non-answers, delays after delays due to which I was forced to file an extension. I finally was able to get my return, but I'm having strong doubts. Without having to find another CPA, what is the best course of action here?
My general concern - in 2021, i made less, had a new born - and in talking to others, i should have received a bigger return than in 2020. Again, i know the numbers matter in the end, but curious if by looking at these, can anyone provide some guidance - does the refund for 2021 seem reasonable?
| | 2021 | 2020 |
| W2 wages | $ 150,409 | $ 184,930 |
| Cap gain/loss | $ 16,469 | $ 7,339 |
| Total income | $ 169,980 | $ 188,891 |
| AGI | $ 167,979 | $ 182,891 |
| Deduction | $ 25,100 | $ 24,800 |
| Taxable Income | $ 142,879 | $ 158,091 |
| Tax | $ 22,019 | $ 26,307 |
| Refundable CTC | $ 5,300 | $ 2,000 |
| Total payments | $ 24,211 | $ 27,795 |
| Refund | $ 2,192 | $ 3,488 |
