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Katherine Caldwell, CPA

5.0 (2 reviews)
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Services - Katherine Caldwell, CPA

Accountants

Bookkeepers

Current year tax preparation and filing

3 More Services

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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Recommended Reviews - Katherine Caldwell, CPA

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1 month ago

Professional, knowledgeable & outstanding Service. Waited to get on with her, but so glad we did!

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6 years ago

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H&R Block

H&R Block

(3 reviews)

An update. The regional manager called after reading the review below (from last year) and offered…read moreus $100 credit if we would give them another try. We gave them another try and it was JUST AS BAD as last year. We had an appointment at 1:00 2/12/21 and were assured we would have our taxes done at that time whether we sat in the office or dropped them off. This DID NOT HAPPEN again this year. In fact - when I stated they should have been completed at our appointment time, NOT MORE THAN 24 hours AFTER, JUDY said, just come get your taxes, I'm not doing them!!! Horrible service!! Absolutely HORRIBLE SERVICE!!! Stay as far away as possible from these folks! We had to find a new tax prep person this year as ours retired at the end of last season. My husband and I went in Feb. 13, had our taxes completed, were quoted $285. We needed to bring back one (1) receipt, (ended up being a $14 receipt) which we did that afternoon. I didn't hear back from them until April. They quoted us significantly different returns than they had while we were there. Had to redo them again to find the problem. We went in to pick them up tonight, yet another mistake, SO MANY signatures and they charged $13 more than they had quoted. An hour after I got home, I received yet another call from them... just returning a voice-mail. I had left 2 days prior. We'll be finding someone efficient and qualified next year. They were HORRIBLE!!!!!!!

Frustrated as fuck! Filed our taxes with a "Master Tax Advisor" here last year. Thought…read moreeverything was fine and then we get a $1500 bill from the state of MT because our taxes were filed wrong! Thank God I purchased the protection plan which was like an addition $250. So, I go in, visit with another "Master Tax Advisor". She admits it was their screw up and that she'll file a claim. In the meantime, I need to pay the $1500 and H&R Block should refund my money in about 6 weeks. It's been 4 weeks so I call to ensure that we are going to get the refund and lil miss "Master Tax Advisor" has not even filed a claim yet?!?!?! What in the actual fuck?! Have another appointment for next week and now I wait again to see IF they'll issue a refund and IF/WHEN they do, it'll be another 6-week wait. You all need to change the title of these people from Master Tax Advisors to Mediocre Tax Advisors. UPDATE: Just received in the mail from H&R Blockheads an income form for the money they had to REIMBURSE us because they screwed up our taxes. Lovely! (SMH)

Katherine Caldwell, CPA - accountants - Updated May 2026

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