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    Accounting Concepts

    3.0 (2 reviews)
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    Current year tax preparation and filing

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    Carlyle Tax Advisors & Associates - Me at Carlyle

    Carlyle Tax Advisors & Associates

    (2 reviews)

    I caught an error in my return and Carlyle had to then file an amended return. It's been six months…read moreand the IRS is still processing the amendment. If it would've been done correctly the first time I would have had my $1,000 in April.

    Carlyle Tax Advisors did not finish my taxes and I ultimately had to do them myself. I do not…read morerecommend using their services. I contacted Carlyle Tax to do my taxes in January of 2024. I was put in contact with Kevin Cooper who got back with me promptly and advised on how to share my documents. I provided all of my relevant info by the end of Feb 2024. Come the beginning of April, I hadn't heard anything. I reached out twice, no response. I started calling daily and getting responses like "we're working on it", and "we'll call you back." Out of the 10 times I called, I was called back once. At one point I was told I was getting a large refund, when ultimately I owed more than what the refund supposedly was. It turns out that they hadn't looked at half of the documents I submitted. By Friday, April 12 it became obvious that Carlyle Tax was not going to have my taxes done by tax day if they were working on them at all. I then completed my taxes on TurboTax in 1 hour and 15 minutes. I waited until 9 pm on April 12 to get a call back which never happened, so I filed my own taxes. Overall, a huge waste of time and energy for me to end up doing them myself. I now see that my experience seems very similar to the review written by Lindsay 1 day ago, so this must be a trend and not a one-off drop of the ball like I previously thought. Even if they had finished my taxes, I do not think it's appropriate to wait until the literal due date when you've had the information for more than 2 months.

    Accounting Concepts - taxservices - Updated May 2026

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