Originally posted by Darren@UptonAccountants
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Reply to: Would you expect your accountant to:
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Previously on "Would you expect your accountant to:"
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If the accountant offers pro-active advice as part of their service then, yes, I would. If the advice isn't pro-active or the accountant isn't providing all the services they advertise/are paid for then I'd be looking for a partial refund or voting with my feet.
(All hypothetical and not related to any accountant/company in the real world).
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Loss Relief
Yep, this should be covered when the CT returns are prepared....loss relief is pretty simple/standard stuff...if you make a loss carry it back or forward whichever is applicable in the client's circumstances!
The boxes are available on the returns to be able to do this. Hopefully not too many people will be using it on this board!
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Originally posted by TheRefactornator View PostYou might be able to get this sort of service with a local accountant or one who is a genuine friend, but I think it'll be less disappointing for you if you lower your expectations because you'll be lucky to get this from the one's the majority of CUK bods use..
I must change the meaning of proactive in my dictionary at least in terms of expectations from others, the definition remains the same when I market myself to clients!
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Originally posted by TheRefactornator View PostYou might be able to get this sort of service with a local accountant or one who is a genuine friend, but I think it'll be less disappointing for you if you lower your expectations because you'll be lucky to get this from the one's the majority of CUK bods use..
I'll take it to them then and also suggest that maybe they should be looking for ways to save me money, after all - I'm paying them enough.
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Originally posted by MPwannadecentincome View PostI do not have an accountant yet but will be looking for one. Whoever I pick I will expect them to come to me (as they are the experts) to suggest these things to me.
This is what I call being pro-active. However I am concerned that accountants who claim to be pro-active do not appear to be offering this - according to other recent postings on this forum.
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I do not have an accountant yet but will be looking for one. Whoever I pick I will expect them to come to me (as they are the experts) to suggest these things to me.
This is what I call being pro-active. However I am concerned that accountants who claim to be pro-active do not appear to be offering this - according to other recent postings on this forum.
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I've from the school of: give me the advice I need when I need it, where my accountant is concerned but in reality it never really happens and I suspect general opinion on here could be different.
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Would you expect your accountant to:
Inform you that you qualify for Loss Relief or in the esteemed forums opinion should you be approaching them to ask the question?
It's something that I admittedly don't know a great deal about but I'm a little peeved that it looks like I could get a fair few grand from it and my accountant hasn't even suggested it
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