Decide for yourself. Edie was my dads CPA and my mom had never done taxes. My dad passed away and the last two years Edie did my moms taxes.
The first year, my mom owed huge, $13K+. I asked Edie why and she blamed it on my mom, said my mom said "to keep everything the same." Had Edie responded with something like, "We can do that, but your husband had it set up where you're taking very from your pension and without you late husbands work expenses that usually evens things out, you may owe over $10K in taxes at the end of the year". With that advice, my mom would have said "Well, let's change those deductions, I can't afford that kind of hit". Well hit she got and messily stressed.
So I call Edie and ask what happened? That's when she blamed in on my mom and only THEN suggested we change the pension withholdings. So I do exactly that, tell Edie the percentages we changed it to and she says that should be perfect. Great.
Fast forward to next year (2017). My mom makes her quartiles through the year as Edie set up, Edie does her taxes saying my mom owes roughly $9K between state and federal. Say what???? My poor mom freaks. I send a note to Edie asking why so much taxes after we changed the withholdings AND paid the quarterlies??? She wasn't sure and would look into it. Didn't hear back. My mom does what Edie says and pays her taxes. Then a couple months later, my mom gets checks back from the Feds and State equaling what Edie said to pay in taxes, plus extra, as "over paid". I send another note to Edie asking what happened??? Guess what, she never responded.
My tax person looked at her tax return and guess what, Edie neglected to account for the quarterlies she told my mom to pay. Not only did Edie not advise a recently widowed senior of what tax ramifications would befall her in her significantly changed world, but she made a beyond rookie mistake preparing my moms taxes correctly. And to add insult to injury, she went MIA when asked what happened. Edie is not cheap either and caused my mom serious panic attacks. Needless to say, we will not use Edie Moses nor endorse her. But, you decide for yourself. read more