A friend recommended Alan several years ago. Initially, I found the office atmosphere pleasant and was delighted to receive refund within a matter of days after my return was filed. My problems with Alan began when I questioned an error in our 2012 return which resulted in a 900..+ state bill & penalty. When I informed him of the problem, he seemed to dismiss my concerns, said he'd take care of it "just write a letter to the state. This was never done, despite numerous requests. My husband & I continued using his services primarily because we formed a relationship with Reid Beyerlein the Raymond James financial advisor with whom Alan shares an office, As the client base was being built, it was fairly easy to get an appointment. Over the years, however, Alan became more difficult to deal with. Several years ago he changed his scheduling guidelines without informing existing clients. As a result we had to file an extension for 2015 using another accountant. Alan eventually did our return, I accidently overpaid him by a couple of hundred dollars. His comment, oh well, we'll just apply it to next year's return. In April 2016, I suffered a heart attack, was hospitalized, underwent surgery. Unfortunately for me this event interferred with my appt. with Alan . My "referring friend" cancelled for me. I had an appointment for March 14th 2017, or so, which I had to cancel due to illness. When I spoke to Julie, I expressed concern about getting another appointment. She told me not to worry, as he had pleanty of openings. I called the office at least 5 times to schedule another appt. Each time I was told Alan would call me back. Finally, on APRIL 5th, Alan informed me by email that he would no longer be able to keep us as clients as he had to allocate his valuable time to those who did not cancel appointments! He did agree to file an extension at no charge for Tax year 2016. For years I put up with Alan's moods and condescending attitude (toward women only?). He certainly has a right to cull clients, but why wait until the deadline was upon us? I adore Reid and feel he has given us excellent advice. Julie Melrose, the cheerful face of the office recently left. Alan left us in a mess. AND I have not received my refund from Alan. read more