f you are looking for a tax preparer, keep looking. This place is tanking.
My husband and I had been going there for a couple years, but after this year's experience, no more.
I always get our taxes done in Feb of that year. Why? Because we always owe. This year, I was told we would owe $5000. That gives me 2 months to work it out. This year, however, a week before filing, Ken told us he made a mistake and did not add in the AMT. Our taxes, he said on our voicemail, were an additional $1000. He said this A WEEK BEFORE TAXES WERE DUE!
I looked at our previous taxes, and we pay the AMT (alternate minimum tax) every year. I called his secretary to see when he could talk about why he left this to the last minute and didn't figure it out earlier. His secretary scheduled us in for the next day at 10:00 a.m.
The next day, after holding forever, Ken got on the line and said he was too busy to speak with us. I responded, but your secretary made an appointment. He responded, "well I just don't have time." I retorted, "I just want to ask why it took so long to figure out the AMT and why you are telling us about this a week before tax day?" He responded:
Your taxes are just too complicated and I don't want to do them anymore. Mind you, we are just a 2 income household with a rental property. No capital gains, no bought and sold stocks, nothing crazy at all! A few days later, days before tax day, we get our W2s in the mail with a letter saying Ken would not be filing our taxes. GREAT, so not only did he screw up but he wouldn't file either.
SO, I turned to Turbo Tax. 2 hours later, and I was saved about $900 that Ken forgot to include (We told him we moved for my job last year, and he failed to write off the moving expenses...BIG MISS KEN). Turbo tax, otherwise, gave us the same info as Ken did and I wouldn't have been given the hassle of finding an extra 1k in 1 week.
My inlaws also told me of the time when he advised them to file an extension and make payments, without telling them how much the would end up in fees. My father in law got a bank loan and ended up paying way less interest.
This guy does not have the best advice, is forgetful and doesn't give you all the write offs you're entitled to. I trust Turbo Tax more than I do his "expertise." read more