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    Foundations First

    5.0 (2 reviews)
    Closed • 9:00 am - 5:00 pm

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    11 years ago

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    Hersman Serles Almond

    Hersman Serles Almond

    (8 reviews)

    My experience with Julia Proudlove was slow and inefficient. 2 weeks passed after several emails…read morerequesting 1099 form. Then finally after issuing the requested form a bill is sent to me that costed me an arm and a leg. She will charge you $350 for 30min whether you sit down with her the first time or whether you speak to her by phone. Good Luck!

    You might want to think about hiring this firm for your tax related issues, if you care about…read morepaying the right price for the job. It would be also a good idea to ask for a written estimate of the bill before letting them work for you. I used their service for one issue, they did a reasonable job, so I sent them the next year's tax return preparation with some international complications. Only thing I heard from them was they needed to do some research, before handing me a bill for several thousand dollars for a single year's tax return. Perhaps it was my fault that I didn't ask for a quote first but frankly I didn't expect a bill for tax preparation could be more than a few hundred bucks. If they didn't know how to handle certain things and had to research them, I'd expect either (1) they did it on their dime since they didn't know how to do their job, or (2) at least they should have first asked me that they were about to spend thousands of dollars of my money to study up on the issue and if that was okay with me. If you want to hire so-so CPAs and pay them through your nose, go ahead and hire this firm. Otherwise, I'm sure there are much better and cost-effective service firms you can retain somewhere else. Another personal issue for me was, I never got the impression that they had any respect for me as a customer. They went from being merely polite to quite rude very quickly once I complained about the unexpectedly high charge. Obviously, money matters much more to them than building long term relationships with customers. I'm glad my business with them is done. Hopefully, I won't have to deal with them again.

    Foundations First - marketing - Updated September 2026

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