Need a CPA, better check elsewhere. This is one or at least in my case, one of the worst CPA's in the area. Basically and simply greedy and wanting to do the least amount of work possible to get their paycheck. I literally had never used a CPA before and expressed this before coming into office. I was promised I would be taken care of, informed through the process and I can tell you, I was basically "taken" advantage of.
I met Brandon (whose initials are a representation of the office) and tried to ask him questions during our less than 5-minute meeting that was rushed. From the get-go, the documents I was told to have prepared for the meeting were insufficient and Brandon requested more items. Which was fine but remember I am new to utilizing a CPA and relying on Brandon's office to help me prior to our meeting, which was simply emailed me a form of documents to bring which I had, but obviously the doc they sent was not updated.
Next was just the overall customer experience... During my 5 minutes, Brandon maybe said 5 words, "hmmm", "oh" and "nodded" at the docs I did bring in. Literally still no explanation of anything, from what I need to do from the customer side of things...this continued throughout the rest of experience I encountered for this meeting and the duration of months I worked with the office. I never directly spoke with Brandon again, just got sent on my way and told to bring more documents.
I should have cut ties immediately and took my service elsewhere but I just thought, maybe I just drop docs off and that's how a CPA works. Far from the truth as you are paying them to advise and work with you on your taxes... Advise from a professional standpoint better than me using FREE to $50 TurboTax. Hence, why you hear people say I can't advise on that, it's recommended you get a "tax professional".
I tried to ask to come in the office to figure out what was actually going on if I was actually doing what I needed, and had questions and was deflected through email over and over again and did not feel any value as a client.
"...Therefore, we are not responsible. Please take your business elsewhere." The last sentence written in an email to an error I literally figured would be minuscule ended our relationship.
Please don't always believe the website of a company, as BKM has great marketing, not customer service. Visit their website today and you will see what I mean. http://brandonkmoorecpa.com See "Our Commitment", "Our Goal", "We Offer" sections
I really hope they consider addressing issues of being more involved with their clients. If my case is unique, I'd reply treat every client the same and your business will reflect your actions. read more