Retirement tax questions

First do you really need a high priced CPA ?   Do you need your books done (seems like they need to correct your work).  Or do you just need a tax pro like an Enrolled Agent to file the return ?   Call your guy and if you can't get a satisfactory answer then consider switching ...  https://www.irs.gov/tax-professionals/enrolled-agents/active-enrolled-agents-and-the-freedom-of-info...