I am writing this review in the hopes that someone will benefit from it and avoid the awful experience I have had with this organization. I initially met with Brent and I was impressed by his presentation and his knowledge. I submitted the tax paperwork I had with me the same day and a couple of days later brought in the rest of the information and submitted it to Emily (the receptionist). I left it at that and expected the taxes to be filed accordingly. Unfortunately several months passed and I did not hear anything (Brent had told me that they were very busy so I thought it must be normal for them to have such a delay). I touched base with Emily again over the phone and she stated that she would inquire about my tax return and get back to me. Again, I did not hear back for an extended period of time, at which time I sent two emails to Brent. Finally, Brent called me back and apologized and explained that my records had been mistakenly placed in the "incomplete" file. Shortly thereafter, he complete my tax returns and waived the fee, both of which I appreciated.
Unfortunately, the problems did not stop there. For the 2018 tax year they failed to have my tax return completed on time. Apparently they require that all tax material be turned in by March 15 and I did not have all my tax paperwork turned in until after. Now, I am not disputing this policy. What I do have a problem with is just how disorganized, incompetent and unprofessional they are. The reason I say this is that I called them several times, over and over and even touched base with them via their email address and all I got was the run around. Even though I uploaded all of my tax material onto their website portal as they had instructed me to and verified with their receptionist that it had been uploaded, they had NO clue that I had presented new material to be incorporated into my tax return. Also, Emily specifically told me over the phone the Friday before tax day that they would be working over the weekend and that my taxes would be completed on time (she mentioned nothing of the above policy). Finally, on tax day, after multiple repeat calls I was finally connected with Dan (the owner). I tried to explain to him that they have very poor customer service and that I am frustrated with the fact that I have to contact them over and over again and with the run around treatment that I have been getting and he started yelling and saying something to the effect of "don't lecture me" and he abruptly hung up on me at the end.
I have used many CPA's throughout many different states in the past and this is the first and only time I have encountered such unprofessional and negligent behavior. I would have gladly respected them had they told me upfront that I had turned my tax material in too late and they would need to file an extension. On the contrary, I had to contact them on a repeated basis only to get false and incomplete information and finally be told by the owner not to "lecture him" and that my taxes will not be completed on time despite earlier contrary information.
Lastly, the original tax material that I provided to them when I originally met with Brent have all but disappeared. I say this because when I went to obtain my source documents, they only provided me with the few pieces of paper that I had originally given Brent and not the additional material that I had given to Emily to add to my file. Therefore, one can only wonder as to the amount of information that they failed to include in my tax return and the amount of money that I have lost as a result. The mistake on my part was not making copies of the original source documents before submitting it to them, a mistake I will not make in the future.
I encourage whoever is reading this review to think twice before doing business with this organization, and only after having done your due diligence and being mindful and very careful of their subpar business practices. As they say "the apple doesn't fall far from the tree." If the very individual who established the organization says "don't lecture me" rather than listening to a customers complaints and trying to come to an understanding of how such grievances can be prevented in the future, then how do you expect the rest of the business to behave?! Thank you for taking the time to read this review and I do hope that it help someone out there. read more
