You have some basic expectations when you hire a CPA for which you pay them - do tax returns, do them right, don't mess up so that the IRS comes after you. This firm did everything I paid them NOT to and I'm paying for it, literally.
Norman LeBlanc and Kahn Litwin Renza messed up big time on my returns. I was referred to Norman by a friend and Norman ended up doing our 2012 returns, unfortunately. It was apparent from the get-go that the firm had little understanding of how to do non-standard tax returns (we'd exercised stock options, which by the way, is fairly common in Silicon Valley but was alien to Norman and the firm although he claimed otherwise when I first interviewed him). Long-story short, the way Norman ended up doing my returns I ended up significantly underpaying the IRS. If you haven't deal with this before, this is a giant no-no. This is why you hire a CPA to do your taxes to begin with.
For our 2013 returns, I decided to find a new CPA because I wasn't confident in Norman's abilities. It took our CPA several hours of her time to undo the mess Norman had created (she had to fix what was wrong in 2012 to proceed with 2013). When we finally uncovered what was wrong, Norman plainly declined to fix the issue, saying "this issue will sort itself out". Just to be safe, I verified my situation with a close friend of mine who happens to be a CPA (but declines to do our returns) - his comment after listening to Norman's response was, "it's like you owing someone a large sum of money to someone and telling them, don't worry about it, I'll pay you some time down the road". So we decided to fix the returns.
57 emails, 3 half hour phone calls later, my new CPA had to explain to Norman exactly how to fix the returns (because Norman didn't know how to). After all this, I'm now stuck with a large penalty from the IRS for the interest owed and charges from my new CPA (rightfully so) for fixing this mess. Norman and this firm are taking ZERO responsibility in this matter.
Now, going back to the friend who originally referred me to Norman - I pinged him and told him about the situation. Here's his response, verbatim:
"Anand, I am sorry that Norm fucked up your taxes. He fucked up mine as well and over the same issue - underpayment to the IRS due to treatment of options. Like you, I am stuck holding the bag. I recommended him to you and, at the time, I thought he performed good service. Now, I have learned from personal experience and from your experience that he clearly does not know how to handle the treatment of options. I am sorry and had I known I would have never would have recommended him. Your course of action is sound and I would address and pay the IRS as soon as you can. They are reasonable and you can make payments if necessary. I am trying to set up a payment plan with the IRS for my underpayment. Regarding Norm, the decent action would have been to reimburse you for the interest and penalty since he fucked up. It appears he is not and that is a super dick move on his part. Once again, I am sorry for the recommendation and I am paying for it, literally."
If you're looking for a good CPA, I know a great one who will do the job correctly - feel free to hit me up. And avoid this firm like the plague. read more