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    Duncan CPA & Advisor PLLC

    5.0 (1 review)
    Closed • 9:00 am - 5:00 pm

    Services - Duncan CPA & Advisor PLLC

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

    Duncan CPA & Advisor PLLC Photos

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    Jeff Pickering

    Jeff Pickering

    (4 reviews)

    I called to find out if our ideals align and if we would be a good fit to work together. I was told…read moreto provide my tax information and then they will do the meeting. So my personal information and then they will talk to me. Fishy. Very fishy. I even got recommended to them by a friend. I advised the representative on the phone that I would like to speak with them before I provide this information. She said "we will not speak with you then". I guess that made my decision easy. Already can see that this place is not here to provide service.

    I've been filing with Jeff Pickering for the last 2 years and never going to look at any other…read moresources to file my taxes. There are numerous instance where I found his knowledge in tax laws and customer service to be extraordinarily good. For my 2010 tax returns - it took us a long fight with IRS to get my refund, even though I had given up, Jeff insisted that I should get my refund, we had to stay with IRS for multiple hour long calls and finally got my refund on a complex filing. No other tax consultant will be patient and persistent enough to work with IRS to get their clients the fair refund. He never advertises himself as 'maximizing returns' , but very willing to work with you in an optimal return within the confines of the tax laws. Stay away from those who advertise as maximum return - it is an usually a segway for an IRS audit. And he has a wonderful staff who support in the tax filing ! Before finding Jeff, I was alternating between H/R block and filing it myself online. The biggest problem with H/R block is that the tax consultants have no motivation to do a good job, never updated with the latest information and have extremely inconsistent performance from one location to other. Few Tips: (1) Get all your deduction items in order - carry any receipts etc and preferably prepare an excel sheet with all your deduction items (2) If you have any stock trades - you might want to generate the Schedule D yourself - some companies such as TD Ameritrade provide free tools to generate Schedule D - if not you can find one online where you can upload your transactions and the software will generate the Schedule D (3) If you traveled internationally, prepare an excel sheet with each date of travel - if it was a business travel day or if it was a personal travel Finally - keep all the records - receipts, tax filing ... + make some of the notes yourself and keep them in a folder - IRS can audit tax filings and if you get a knock on your door - you want to make sure that you have your papers with you.

    Duncan CPA & Advisor PLLC - financialadvising - Updated October 2026

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