I heard that Mr. Friedman was a really good CPA, but I unfortunately was never able to meet with him. Back in June, I called and spoke with Lorena, who informed me he was fully booked until late October. I'm new so I understood and made an appointment for then. She was clearly rushing to get off the phone with me and almost hung up without scheduling a time for the appointment date.
I called a few days before my scheduled appointment to make sure it was actually on file, and she said that I was lucky to get around 30 minutes with him because they were moving. I asked what I should bring with me to the appointment. She told me that the person I scheduled with should've filled me in, but when I told her they did not, she refused to tell me what to bring. I said that I was pretty certain I scheduled the appointment with her, and she said it was impossible due to her being out for 8 weeks for radiation treatment. I understand that Lorena is clearly going through a lot and I honestly hesitated writing this review because of that. But she was so rude and seemed like she actively didn't want me to come in for my appointment. She said that I knew why I made the appointment and that I should know what to bring. I just wanted advice on my taxes now that I'm self-employed, but I felt like I was asking too much. She was basically fighting with me on the phone, so I ended up cancelling the appointment all together. She also mentioned that she might cancel the appointment in the upcoming days due to them being busy from the move, but didn't provide any potential reschedule time or date. It felt so uncertain that I didn't want to waste any more of my time. read more