Oles & Associates filed our 2024 return incorrectly, listing the wrong spouse as the purchaser on Form 8936 (Clean Vehicle Credit). The car is registered to me. They listed my wife. The IRS disallowed the full $2,850 credit because of it -- we have the letter.
When the e-file was rejected, they switched us to paper filing with no real explanation. We waited over a year for our refund. When we finally hired a second accountant to investigate, they identified the purchaser error almost immediately.
Oles blamed the IRS and the system throughout. They took zero accountability, collected their fee, and moved on.
We lost $2,850 because of a name on a form. That's not a gray area. read more