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    Orcutt Financial Services

    3.0 (2 reviews)

    Services - Orcutt Financial Services

    Accountants

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    Fermann & Company

    Fermann & Company

    (3 reviews)

    Eastgate

    Fermann & Company was the worst accountant I've ever had. They did not carry over some capital…read morelosses from the previous year and did not account for the fact that the Commonwealth of KY does not tax interest income on Treasury Savings Bonds. I found this out because I decided on a firm closer to my home and the new accountant found Fermann & Company errors within 5 minutes of looking at their work. The errors they made amounted to $2962.00 in overpayment on state and federal taxes for that one year. I had to refile that year's return paying the new account for that work. I sent a letter after I received my refund to Fermann & Company telling them of the mistake and asking for a refund of their fee for that year. Fermann & Company ignored my letter. This was most upsetting because if I made a mistake in my profession costing someone money, I would do everything to make it right.

    I have used this firm since 2009, in 2022 all CPAs but David retired. I am paying the same price as…read morewhen a cpa did review or at least a qualified accounting assistant but all that is there now are data processors and him. They gave excuses , and filed for extension last year and despite having my taxes to them by Feb 28 had 2 excuses and kept insisting Infid not provide what they needed to proceed. After multi pal request to speak to David, whom is very nice and compitant, never received a phone call from him. Don't think he ever got the messages or system is so broken there right now I have lost all confidence in returning. Sorry I have to leave but NOT getting service I am paying for .

    Orcutt Financial Services - accountants - Updated May 2026

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