Dan bought this business from the tax guy I was using. At first it was fine, and Dan is very nice. Because I pay estimated taxes, every year Dan would over estimate my payments by thousands of dollars. I would call him each year and inform him my income was going up or down and asked him to verify these estimates of my quarterly taxes. Finally, in January 2016, he reassessed this payment and charged me $120 for that task. He had already raised my yearly fee the prior year and my taxes are fairly simple. He did not have my consent to charge me for this telephone call and he did not notify me of that possibility. So I left and found someone far better and less expensive. Subsequently, I have spent many many hours on the phone (around 10 hours with about 4 hours just holding or being transferred) with IRS trying to get them to credit my 2016 taxes with the $4000 in back over-payments that I knew nothing about. I still have over $4000 in over-payments to the state, but it automatically credits my past over payments to my current tax obligation. IRS does not do that with estimated taxes.
Dan is nice, but my encounter with him was bad and, frankly, probably not legal to charge me additional money without my knowledge or consent. That and the fact that he was responsible for all my many years of over-payments. read more