Have You Outgrown Your Tax Preparer? 6 Signs It’s Time to Upgrade

If your business has grown, but your tax strategy hasn’t — you may have outgrown your current tax preparer.

Most small business owners start with a local preparer or seasonal tax shop. But as income increases and structure gets more complex, so does the need for year-round tax planning, not just once-a-year filing.

Here are 6 unmistakable signs it’s time to level up.

1. You Only Hear From Them in Tax Season

If your accountant only reaches out in March and April, you’re missing 90% of the opportunity. Real savings come from year-round planning, not last-minute paperwork.

💡 Strategic CPAs meet with clients quarterly — or monthly — to optimize tax moves in real time.

2. They’ve Never Mentioned Entity Structure or S-Corp Elections

If they haven’t helped you restructure for savings, you could be overpaying thousands in self-employment tax. Entity structure is one of the most powerful tools in tax strategy — and your preparer should be guiding you through it.

3. You Get a Bill, But Not a Strategy

A tax return isn’t a strategy — it’s a report. If you’re just signing and paying without understanding where the savings are coming from, you’re likely leaving money on the table.

4. No Proactive Advice on Deductions

Are they asking about:

• Retirement contributions?

• Depreciation options?

• Hiring your kids?

• Vehicle use?

If not, they’re not really optimizing — they’re just inputting data.

5. You Feel Rushed or Like a Number

Growing businesses need attention and customization. If you’re stuck in a phone tag cycle or getting passed off to a junior staffer, it’s time to move on.

6. You’re Making More — But Still Overpaying

If your income’s gone up, but your effective tax rate hasn’t budged, your strategy is broken. A great firm helps you scale income without scaling taxes.

The Solution: Strategic Tax Support That Scales With You

At All American Tax, we specialize in helping growing businesses:

✅ Clean up old returns
✅ Rebuild books
✅ Plan ahead
✅ Maximize write-offs
✅ Avoid IRS headaches
✅ Pay less — legally

We don’t just prepare taxes. We engineer long-term savings.