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    Barbara Brueckner

    5.0 (1 review)

    Services - Barbara Brueckner

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    3 years ago

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    Merck & Shumen CPAs - The team as of December 2025 -  a great team indeed

    Merck & Shumen CPAs

    (4 reviews)

    I've had an outstanding experience with Merck and Shumen. They are incredibly knowledgeable, always…read moreprompt in their responses, and truly go the extra mile to ensure my finances are in excellent shape. I feel confident and stress-free thanks to their expertise. Highly recommend their services to anyone seeking reliable financial guidance!

    They did a good job for a few years but this year outdid themselves on less than professional work…read more All papers were completed on 04/01/23. IRS was paid it's fee on 04/01. In the AM on 04/17- the last day to file, staff called panicked because the IP number was not included on the 1040. IP numbers are issued by IRS when identity theft occurs. In prior years IRS sends a new number. This year however, no number was sent, leaving me with the conclusion after 4 years, an IP number was no longer required. WRONG! Merck couldn't file the 1040 sans an IP. Merck knew that for the past 4 years an IP was included in all IRS tax forms; they did not raise the issue with me and proceeded in the absence of (a) finding out if an IP had been waived or (b) needed to issue. On the LAST DAY, Merck support staff ( not Shumen or another CPA) contacted me, panicked and with no idea whatsoever as to what to do. What the hell did I know!!! That's why M&S was hired! I spent over 11/2 hour trying to track down what needed doing. Of course no CPA was in the office including the fellow who prepared the papers. Well, I got the info, filed for a new # and then had to notify the staff. To add insult to injury, the check sent (thinking all had been filed, silly me) was never cashed!!!! Really incompetent. I will NEVER use them again and suggest others find another firm. It appears M&S didn't follow through, had incomplete info and almost set me up for a late filing fee.

    H&R Block

    H&R Block

    (3 reviews)

    I would recommend going elsewhere if you need your taxes done…read more The reason I went here was because things were getting down to the wire and I was afraid that if I tried to do my taxes on my own, I would miss the deadline. I have filed online on my own before and so I knew that entire sections where deductions could have been entered were being skipped over by the woman helping me. I kept bringing it up and she said she'd go back and do it, then never did. She also told me that she had a certain number of codes to give out to her clients to reduce the fee that they had to pay H&R Block, but "Oops! She was out of them!" So why tell me? It seemed like she was just trying to make me feel bad. When all was said and done and I was about to leave, she told me how much I owed her and then told me that she was sorry she couldn't give me a receipt because the register tape had run out. I told her I wasn't leaving without a receipt so she wrote the number I had just paid her and nothing else on a piece of notepaper. I asked her where the printer was. It was out of paper but there was register tape sitting right next to it. I said "I will load this if I have to to get a printed receipt." She said "ok" and then another employee who was standing right there watching while talking on the phone said "You loaded the tape in backward". REALLY?! At least i was able to leave with a receipt in the end. Horrible, horrible experience and ridiculously bad customer service.

    H&R Block is the biggest rip off. If you need to get your taxes done go somewhere, anywhere else…read more They charged $200 for a basic tax return. Nothing special. All they did was type in the information. I could have done my taxes online for free. Use Tax Act or any other free service. At H&R Block they don't try and find you any extra money or even tell you what it costs for their services until it's too late. Do NOT go to any H&R Block.

    Barbara Brueckner - taxservices - Updated May 2026

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