Can't say I'm impressed. Was referred to Samantha by a co-worker, contacted twice before getting a response. Explained my situation which involves a family trust tax (possible amendment) and personal taxes. Was told she couldn't amend trust taxes but would refer it to someone else. Didn't hear anything for almost 2 weeks, and was told my info was passed on and if the other person was interested, she would contact me. When talking to Samantha the one time, she said whoever filed my parent's trust taxes did it in a shady way, took advantage and would help filing a complaint, nada. I received (2) 1099-R forms for my parent's trust taxes which she said I could ignore. Now, almost 2 weeks later "I'm not taking on new clients", I ask for confirmation on ignoring the 2 1099-R's, no response. Was I given inaccurate information, if so, just tell me the information I was provided at the moment was incorrect.
When I first spoke with Samantha on the phone, I was open to her doing both my personal taxes and aother set of personal taxes, I was even given an idea of the cost. If she was "no longer taking on new clients", I don't know why this would have even been brought-up. Also After telling me she would check with someone who could handle amending my parent's trust, she could have reached-out to me to check if anyone was in contact with me yet I was willing to have her do my personal taxes but not at this point.
The bit about being told whoever did my parent's trust taxes before did it in an unprofessional way, exploited the situation and "I'd help file a complaint myself for you", sounded fine on the phone but to not hear a word afterwards sounds like a complecte act.
Also, this "She'll contact you if she's interested"... if you have a possible tax situation that you want to have resolved sooner than later, having someone contact you if "they're interested" really doesn't fly. I had zero contact. How am I supposed to interpet that, give this person a week, two weeks, three weeks of waiting to determine if she's interested while there's no communication? How about this person contacts me in a professional manner, "hello, I was referred to you by Lockhart CPA, I have a highlevel understanding of your situation, I'll be in contact with you within a few days to let you know whether or not I can assist you/you can make use of my services, and these are my rates". No, nothing, and that is not professional
At first I was appreciative of her showing interest in my situation, now basically minimal/no response, can't say I would recommend to anyone. read more