I would steer clear of this firm! Their website states that they strive for professionalism and taking the guess work out of financial planning. HA HA I think not!.
It is now October and I am still waiting for my tax return with no help from Marty. He tells me that sometimes we just have to wait. How long do I need to wait?!?! Apparently, I need to wait until next April 15. I was then told that he can not contact them because he does not have power of attorney for me. So on June 30, 2011 I gave him POA. I have the email right in front of me. Two days ago when I called him about the status of my money he said that he couldn't talk to them for me because he didn't have POA for me. WHAT DID I GIVE HIM IN JUNE?!?!?!?! Apparently, my issues or account are of no real concern to him.
A direct quote from his website:
"Unlike some tax preparers, we are open year round, ready to assist our clients with whatever issues may arise. We strive for a personal touch in our business, offering face to face meetings and consultations.
Our goal is to make sure our client understands how income taxes and accounting methods affect their personal and business life."
His total lack of interest into my tax issue shows me that he has no real concern as to how my personal life has been affected. I have received no updates, no emails, no phone calls, not one thing from him. I am the one always calling him to check the status. If he really cared he would be finishing the job that I payed him to do. read more