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    K2 Capital Management

    5.0 (1 review)
    Closed Closed

    Services - K2 Capital Management

    Bookkeepers

    Current year tax preparation and filing

    Life insurance

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - K2 Capital Management

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    10 months ago

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    Hough & Company, PA, CPAs

    Hough & Company, PA, CPAs

    (2 reviews)

    As a local business owner, I understand the importance of customer service and the value in "word…read moreof mouth" and typically would never leave a negative review without first having a discussion with the source. However, my experience with Hough & Co. has been exceptionally stressful and expensive. Fortunately I have a bookkeeper who manages both my business as well as my personal finances. She basically keeps everything organized, manages all the data entry in Quickbooks and then shares the ledger with the accountant once per year to file our year-end taxes. Believe me, she's worth every penny. (Even the Hough & Co. accountant commented on her organizational skills upon seeing my business's QuickBooks, and asked if she takes referrals.) Yet, having her provide accurate documentation in a timely manner never seemed to expedite the process or elevate any costs for his CPA services. Honestly, since 2018 my taxes have yet to be filed on-time despite my best efforts as a client. Delays occurred often in the 3 years of working with Hough & Co. Tax extensions were filed on my behalf and my business was changed from an LLC to an S-Corp filing without any prior explanation or authorization/my approval. (Although "it may be in the best interest of the business", it's ultimately a decision for the owner to make - not an accountant.) The last and final disappointment came (June 2022) while in the midst of acquiring financing for a mortgage and undergoing the underwriting process (which as a self-employed, single individual can be challenging and stressful in and of itself); I learned that yet again my previous year's taxes were not ready to be filed. Unfortunately, due to the urgency of the situation I didn't have additional days or weeks to wait for financial information that was shared with Hough & Co. back in Feb 2022. At the time, I already knew I'd be forced to expedite documentation (once again having to hand deliver my taxes to the IRS). It became very apparent I needed to make a decision and I sent an email notifying my accountant at Hough & Co. that I would be taking my financials to another firm to ensure deadlines and responsibilities would be met. At which point, the accountant reacted defensively to my decision; stating he felt very insulted by my email, followed by calls from his office - as though the situation was personal. It wasn't personal, it's simply business. I hired him to do my taxes, and after realizing he was unable to complete them in a timely manner, it was necessary to make a change. (For the record) Less than 48-hours of our meeting, the new accountant was able to complete and finalize both my business and personal taxes and I'm grateful to announce that I was able to close on my home. Hough & Company's inability to properly communicate or follow through on commitments was unfortunate, yet receiving a $2000 invoice for those "billable hours" without providing the work he was hired to complete is not exactly ethical; yet will be paid (because karma is real).

    Mark was awesome! He provided some great direction for this upcoming year with our finances. Very…read morepersonable both he and his staff. Wld highly recommend this business for your taxes. Thanks Mark

    K2 Capital Management - lifeinsurance - Updated May 2026

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