I completed their online form to request information about scheduling a meeting to discuss tax…read moreservices. The only response I received was a two-word reply: "Not interested." Wow. That is some really bad customer service.

HORRIFYING! As a new client to Cowen Tax Advisory Group, I had my initial appointment to bring in…read moreand review our 2025 tax forms including copies of our last 2 years of tax returns. I was contacted about 2 weeks later to schedule an appointment to come in to review our returns so they could be filed. I believe I met with Roger Cowen based on the pictures on their website, but he never introduced himself to me. We sat down in his office to review our returns, and one of the first things he said to me was "I need to see your husband!" When I asked why, he said because we're paying too much in taxes, so I asked him to explain our taxes and help me understand how to reduce our tax liability. He talked in circles, never answered my questions, was very rude and condescending to me (I felt like I was being scolded for paying too much in taxes), and had clearly not reviewed our tax forms or prior returns because he couldn't answer any of my questions about them. By the 3rd or 4th time he said "I need to see your husband," I stopped the conversation and asked why he kept saying that and why he needed to see my husband. He said - "because I need to speak to the person who manages the money and finances." I said THAT'S ME! I asked why he would assume that my husband manages our finances and not me, and said I was completely insulted that he thinks that only men could possibly manage a family's finances. He then abruptly ended the conversation, only pointed out where we needed to sign to authorize electronic filing, never apologized, wouldn't even speak to me, and said "I'll walk you out." Some might consider this to be gender discrimination.