We had one good year with this firm. For 2017 they prepared our individual taxes, including Schedule C for an existing home business. Brad also gave us some good advice about creating a new bed and breakfast business that we were planning.
For 2018 the situation was not as happy. We created the bed and breakfast as a limited-liability company partnership, and asked Brad's firm to prepare the tax returns for the LLC as well as our individual returns. After looking at the paperwork for a few days, Brad called on February 28 and declined to do any of the work, saying that he didn't have time to make the March 15 deadline for the LLC filing (we turned the paperwork in on February 25), that this was not what he was expecting after our conversation last year, and that he didn't appreciate having this sprung on him. He advised me to find another firm to do the work, and asked me to come in and pick up my paperwork. He did not offer to file an extension for the LLC (I later found out there is a form for a 6-month automatic extension), and did not offer to do the individual returns if we could get the LLC return finished somewhere else.
I thought it was unlikely I could get a new CPA at this point, and was not aware of the possibility of getting an extension. After some studying I decided that the TurboTax Business program could probably do the LLC return for me, without getting an extension. I spent about 2 days studying the forms and instructions, and about 2 hours entering and checking the data, and was able to file on March 4 without too much trouble. read more