I am unable to recommend Lynda Boman or her office based on my experience with her, which is identical to the experience that Yelp reviewer Stephen F. related in his review on this page. Lynda and her team prepared my 2016 and 2017 tax returns. In each year, Lynda and I agreed on a price before she began her work ($600 for my 2016 return and $650 for my 2017 return, which I had negotiated down from a proposed amount of $675). In May 2018, after completing my 2017 return, Lynda's office invoiced me for $675. It's only a small amount more than what we agreed on, but it was more, so I asked her staff to correct it. They refused several requests to do so. I received an email from Anneliese Scadden, who said "I did meet with Lynda regarding your tax return and after reviewing the time spent preparing your return, and reprocessing the return, we are providing you over $1,200 discount as is. I'm sorry, but this is the best price we can give you." I said I would only pay the amount on which we had agreed, and so I paid $650 via their online billing system. I then asked for my original tax documents to be returned to me. After not receiving a response to several emails requesting a tracking number, I went to Lynda's office in person to ask for my documents back. Lynda was not present but a woman from the front office staff did give me my documents, but only after I agreed to sign a retainer form document.
Prior to this, my interactions with Lynda and her staff were pleasant and Lynda and the junior tax associate who worked on my returns seemed competent, though there were some issues over the years with not receiving responses to e-mails. I would have remained her client if she and her office had not repeatedly attempted to collect a greater payment than what we had agreed on. After retrieving my documents, I retained another local accountant who confirmed that market rate for a return like mine is ~$600 or less, though my current accountant provides significantly more tax advice throughout the year for free, while Lynda charges by the hour for basic advice.
I had hoped that the fact that I am unable to work with Lynda again had gone without saying, but this month I received a letter sent via Certified Mail informing me that Lynda is terminating our client relationship. It's concerning to read here on Yelp that Lynda has apparently attempted to receive payments in excess of the agreed upon amounts with other clients as well and that she is continuing to contact these clients some 7+ months later with "termination letters." I'm unfortunately unable to recommend her to any potential new clients. read more