My Mom's tax attorney surrendered his license for personal reasons and closed shop. He filed an extension for herself and her Marital trust and I'm wondering if I can just finish the taxes myself, or if I have to file a form to change the preparer?

Also looking for a new accountant in Austin, not a glorified data enty person. I want tax saving ideas and proactive tax saving strategies.

Any help would be appreciated.

You can file your own.

You can file yourself, but marital trust returns are not the easiest to deal with. I would try to find help.

My wife and I use Kathleen Hausenfluck with Lolley & Associates here in Austin and have really enjoyed her. Our taxes are somewhat tricky with us having ownership in multiple corporations, dbas, properties, etc. When we started using her, we sat down with her and went through everything and she was really helpful in guiding us how to minimize our taxes as much as possible.