Income tax problem - - accountant seems to have ghosted me. Due to medical issues, I have taken over much of

[3Hotdogs]

my ex's finances. Tax was filed by the accountant in April. Then comes a refund of $600.00. Looking at the filing, he reserved $4,000 toward next year's filing. That was because she hadn't taken enough out of her monthly pension check and owed $2k for last year's tax.

I told the accountant that we had adjusted the W2 so that there would be no balance due this year. He should not have reserved any money for next year's filing.

Then I reviewed the entire filing. He did not list a deduction for the $6,700 medical co-pays she paid before reaching the Medicare maximum.


I emailed him in May to raise questions about these items. I got no response.

I followed up on June 1st., again, no response.

How difficult is it to file an amended return? She would be willing to pay for an amended return since the difference would be at least $4k in her account.

Am I missing something? Time for a new accountant?