gday111
Returning Member

Retirement tax questions

Thanks for pointing out the Errors and Omissions Insurance. The Tax Preparer I had been using for the past 18 years was an Older man who was a retired Accountant if I remember correctly. I last talked to him about 9 months ago when I first discovered theses excessive Contributions as I tried doing my Taxes for the first time using Turbo Tax.

He retired all together about a year ago due to health issues and the last time I talked with him he was noticeably slower and confused.

1_If he had Errors and Omission Insurance is there a way for me to verify that on my own? Is there a way for me to check with some Central registry? I think that would be key to getting this resolved without relying on him.

He was not eager to help me when I contacted him last and I am not so sure he would be willing to help me now if I am trying to get him to cover these expenses which are substantial.

2_Would I be covered if he did have Error and Omissions Insurance at the time of my Incorrect Tax filings and he no longer carries that Insurance or if he has passed since my last conversation with him?

 

Thanks Opus17_your expertise and advice are greatly appreciated