DEAR HARRIETTE: I have worked with the same accountant for more than 20 years. He is a good man who has always helped me with the finances. In recent years, I have noticed that he is slowing down a lot. He is an older guy. I wonder if I should be looking for someone to fill his shoes. I worry that without this support, I will be in trouble. I don’t want to upset him, though. Should I talk to him about it? I’m not quite sure what to do. -- Time To Move On
DEAR TIME TO MOVE ON: Does your accountant have any support in his office? Check in with him and ask him what he plans to do with his clients when he retires. Hopefully he has a succession plan in mind. It’s OK to ask him about it.
For now, since you know that he is moving more slowly, you should get your taxes to him as early as possible so that he is not backlogged when he is working on yours. If he has recommendations for who will take over in the future, that’s great. If not, you should ask your friends for referrals. Tell them what you like about your accountant, and ask if they know anyone with similar skills and demeanor.