When we first got married, we wanted to start having our taxes professionally done rather than using TurboTax online. We were referred here by a friend, who has a significantly different tax situation than us. I should I have thought about that more, and I regret going here.
The first year, we didn't have much to compare our experience to. We met with one of the owners of the business who assisted us with getting all of the paperwork we needed lined up to properly start our tax prep account with them. She was nice, but 100% about doing the work and moving along in her day. No chit-chat or much for pleasantries. I understand that - it's their busy season. But a little bit of casual conversation or compassionate discussion builds a relationship with the client. The lack thereof was disappointing.
We completed our taxes, then came back the following year.
Round two was with the other owner. We chose to come back because we hoped they would appreciate the repeat business and our experience would be a bit more welcoming. I brought everything we needed in a folder with things labeled by section (W2s, assets, deductions, etc). The gentleman acted like it was a problem that I labeled everything and he seemed was upset that I was even standing there in his office. I was certainly put off by this, and my husband wasn't happy when I explained how I was treated.
Needless to say, we didn't come back for a third year of business with them. We've since moved to a tax accountant that has been incredible to work with. I would not recommend doing business with this firm unless you have a pre-existing relationship with them. read more
