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Kihei, HI

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Nick Ponte Marketing

5.0 (4 reviews)
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Web design

Website development

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L&F Tax & Bookkeeping Services

L&F Tax & Bookkeeping Services

(7 reviews)

Lori is professional & did an ok job on my taxes. Didn't overcharged me & is honest & competent,…read morewhich I appreciated. She has good intentions and makes recommendations for the coming year in a way meant to be helpful (though it comes off as abrasive.) I have complex business taxes and in the past have had accountants who frankly knew more & were relaxed & more confident. She is a bit high strung and when I arrived she made me feel unwelcome & tense. For me to pay an account I want them to see deductions I overlooked because I didn't know they existed. She is very matter of fact and didn't pick up on anything I didn't already know.

Lori is condescending, abrasive & demeaning. The questions she asks and the way she asks them made…read moreus feel like we should know everything about doing our taxes. If that were the case, then we wouldn't need help & would file ourselves - and my husband was an accountant for several years!! We overlooked Lori's unprofessional behavior and used her services for 2 years thinking that we might get a different result, but we should have trusted our gut. After working on our taxes for weeks (in August - not busy tax season), we emailed Lori to get a status update. On 8/19, she told us our taxes will be completed in "a few more days". On 8/26, I sent another email gently requesting an update. I got no response for 5 more days. I was honestly worried if she was okay & reached out again on 8/30. She sent us an unprofessional response which I will post with my review. She then sent us a disengagement letter stating that she enjoyed working with us, but had to make a difficult decision to end our services. Avoid L&F Tax & Bookkeeping if you like kindness, good communication and professionalism.

Nick Ponte Marketing - web_design - Updated October 2026

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