Here's just a few paragraphs from a long letter outlining our horrific Ballard HR Block experience. You'll get the drift.
TLDR: Tax preparer Arion Chung miscalculated our taxes by at minimum $30K, possibly even more than $100k. The whole experience was a bizarre exercise is bad communication, bad tax work, and a bad work ethic. There is likely malpractice here, and we will seek action against Chung and the person responsible for the Ballard HR Block office.
Chung asked us if we'd reviewed the documents, and we did our first few minutes of "who's on first" confusion before figuring out Chung had uploaded the summative tax form he promised that morning at 6:34pm, 4 minutes after our meeting to discuss them started. We were alarmed by this disorganization, but had no choice but to press on. Chung couldn't screen share, and he's an unclear communicator, so we fumbled to have the same documents up on our screens at the same time, and then struggled as he couldn't lead us through the numbered items in a sequential manner. He'd halfway start something, then jump around to something else. He'd alternately refer to line numbers and then the titles of what the numbers represented in a flustered way. I ended up leading him through his documents step by step. Every bit of meaningful communication with Chung happened in this pattern - him all over the place unable to explain; me carefully leading him in an orderly way in a struggle to extract any useful or clear information out of him.
The incredibly bad communication was a huge problem, but the grievous, amateurish, lazy, disorganized errors on our taxes were a catastrophe. Our tax bill seemed high at his $175k estimate. We asked questions to clarify and didn't get answers. Then Chung started telling us that there would be an additional $30k or $40k on top of that in extra Medicare tax, over and over failing to explain which numbers meant what in relation to that amount. The high income Medicare tax rate rate is .9%. We should have owed 1/10 of what Chung was telling us we'd need to pay.
At one point I asked him if we got any tax breaks because of our child? Chung apologized for "forgetting" about our dependent, and requested that a read out to him her name and social security number. Never mind that I'd entered info about this dependent on the HR Block intake forms, AND had provided Chung with our 2020 tax return for reference (where, of course, our daughter was listed as a dependent).
[more massive, obvious screwing up followed, cut for space, and then the higher ups failed to step in, blowing off a set appointment.]
Unbelievable. Blown off by Schwab (who appears to be the boss?) 15 minutes before an appointment. Ploeger, with whom we were originally scheduled by HR Block Ballard, WAS NEVER AVAILABLE AND WOULDN'T BE FOR MONTHS. SHE WAS NOT EVEN WORKING! Why did her office take appointments for her then? To rope in business with a tax pro carrot and then switch to beating the client with an incompetent stick?
This whole situation left us agitated, almost with a PTSD feeling, and searching up new tax accounting online. Which we were lucky to access at the last minute. We were guided through sets of specific interview questions Chung never even came close to inquiring about. Our tax bill came out more than $30k less than Chung's early total, before the miscalculated Medicare Tax, phantom underpayment penalty, and threatened capital gains double-tax on ordinary income.
I still can't believe what a total, absolute s-show this HR Block Ballard experience was, screwing up for massive amounts of money in a confusing morass of weird incompetence and snakey appointment booking practices. I'm assuming there's some sort of professional regulatory body that licenses accountant and accounting offices - if so you can be sure I'm going to them with a fully detailed complaint. read more