Would your CPA file without consent?

professional profile

June 20, 2025

by a professional from Tulane University - A. B. Freeman School of Business in Portland, ME, USA

Our $35M revenue client's last CPA did something that truly blew me away... After years helping ~50 SMBs per year, not much surprises me anymore. But this one caught me off guard. Their last CPA filed their 2023 taxes WITHOUT permission. No notice. No visibility. This violates every professional standard in the book. The AICPA is crystal clear. No CPA should ever file without explicit client consent. But here's what really concerns me: How many other businesses are experiencing this? How many CFOs are losing control of their tax strategy? ‍ The financial implications were staggering: →They missed key deductions we identified. →They had zero visibility into their actual filing. →They couldn't implement any tax optimization strategies. Your tax professional should be your strategic partner, not someone who operates in the shadows. You deserve transparency, communication, and control. That's why we have a fully transparent client portal. Processes set in stone. Quick answers to questions. All statuses shared in real-time. Demand more from your CPAs. What wild tax preparer stories have you heard?
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