The first year that Robert Guest did my five returns (4 trusts and 1 individual) it went well and painlessly. Year two was another matter. My 2022 personal return was done incorrectly. Robert neglected to list my four quarterly tax payments on the return- even though he had furnished the coupons for me to pay them. I was told that I had a substantial balance due, and without questioning it I sent the funds in to the IRS. Within a few weeks, I realized what happened and questioned Robert about why I had owed this money when I had paid quarterly estimates. We then filed an amended return. He has proceeded to blame me entirely for not checking his work and not "telling him" that I had paid the estimates. He has accepted no responsibility for not verifying with me as to if these were paid when preparing my taxes- no email, no phone call, no contact. Mr. Guest has since made ZERO EFFORT to help me recover the $15,000+ in overpayment and still takes ZERO responsibility. To this date, I have spent nine months calling the IRS (almost monthly) and speaking to various clerical folks who can give me no information as to where my $$ are. This is a nightmare which was completely avoidable if Robert Guest would have done what I paid him to do, which is to file an accurate return. At the very least, he could have accepted responsibility and worked on rectifying his egregious error. I would highly recommend your looking elsewhere for your accounting "professional". read more