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Allison Duffy CPA

4.9 (9 reviews)
Closed • 9:00 am - 5:00 pm

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Response time

6 hours

Response rate

100%

Services - Allison Duffy CPA

Accountants

Bookkeepers

Business filing for current tax year

7 More Services

Individual filing for current tax year

Current year tax preparation and filing

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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2 years ago

Allison did my taxes and was very satisfied! Would recommend her to others. Very professional and assisted me in the online process.

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The level of service and follow through here is horrible. I had to contact them multiple times for…read morestatus on my returns, they had software issues, and they delayed my filing multiple times. For one of my returns they had to file an extension due to their incompetence. The manager and Jim Register would say they'd call back and didn't. I'd have to go in to the location in person to get status. Several times my meetings were canceled at the last minute as they still weren't ready. Going to go to a real accounting firm in the future. Stay away!

I called Saturday morning (9/19) to schedule an appt. The call went unanswered and rolled to the…read morecall center (in Florida). The call center said the Capitola office was open until 4pm and I should get a call back by 2pm confirming the appt for Wednesday 9/23 at 2pm with John. I called the Capitola office at 3pm and the receptionist told me that the tax preparer who our appt was with was still w/a client. I explained that the call center said I would get a call confirming our appt with (for Wednesday 9/23 at 2pm). The Capitola receptionist then said the office manager (a male?) had not put out the schedule for (9/21-26). She then said that she wrote us in for the appt. And as I thanked her, she said the Capitola office is closed on Wednesdays. I said that I'm confused, do I have an appt or not? She said the manager would see the scheduled appt and call me. On Monday (9/21) morning I was called by the Capitola office manager (a male). He said that I had a drop off appt scheduled for Wednesday 9/23 at 2pm. I said that I scheduled us an in-person appt. He said those are not being done. I said that I misspoke and that it was a social distancing / in office / in person appt, and he replied "Oh, ok, good we are doing those." He then told me that he was going to call our tax preparer (John) and then call me back. Well, you guessed it that never happened. I just looked at the Capitola HR Bock website and the office is open by appt on Tuesday/Wednesday. Yet, I still do not know if we have an appt or not. Total management incompetence!! The only reason we travel to there is that John has prepared our taxes for decades. Later this morning (9/22) I called again...no answer...transferred to Florida... From there an email was sent to all email contacts for the Capitola office. About 10 minutes later my phone rang. It was the male office manager and he said, "So there is confusion about your appointment?" I replied, "I am not confused. You said you'd contact John, confirm our appointment, and call me back. You never called me back as promised. No one answered at your office, and we live about 1.5 hours away. Do we have an appointment tomorrow with John on Wednesday 9/23 at 2pm or not?" Maddening!

Allison Duffy CPA - accountants - Updated July 2026

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