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Services - SDR Consulting Inc.

Accountants

Business consulting

Current year tax preparation and filing

3 More Services

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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Wolfsohn Accounting Services

Wolfsohn Accounting Services

2.2
(10 reviews)

We had our taxes filed in February, 2025 for the 2024 year. We have now been waiting 12 months for…read moreour 2024 tax refund, an ordeal that has been marked by repeated missteps, lack of initiative, and an unacceptable level of service. Throughout this time, we reached out multiple times for assistance, only to receive surface-level responses limited to what we needed to provide, with little meaningful effort or follow-through on their part. After getting our local congressman involved, Wolfsohn amazingly discovered an error in their reporting of our withholdings, which forced us to start the entire process over again with an amended return. This was the third time the process had to restart, first due to two IRS errors, and finally because of theirs, which was the most critical since it started the IRS delay. What is most frustrating is that their error could have been identified back in March when we first sought their help. Had proper diligence been exercised then, this situation could have been resolved months ago. Instead, we are left paying the price for their oversight. We have been long-term clients, close to 20 years, and have always paid a premium fee, with the expectation that their professional tax services include not just data entry, but genuine follow-through and client support when issues arise. That is part of what we pay for. Unfortunately, this experience has shown us that once the paperwork leaves your office, the responsibility ends there. That is not acceptable, especially for loyal customers who have trusted them for years.

Do not go here! I lost my accountant and scrambled to find a new one for 2021 last year. He was…read morerecommended to me by a colleague years ago, so I thought I give him a try. - Super nice initial intro conversation. I was excited, but then very poor follow up, lack of communication and overall customer service. - He did a very low estimated state taxes for 2022 (for which I'm paying now a penalty) - No guidance on estimated federal for 2022. He gave me a super low number, I paid more just to be on the safe side. I was right. He's a super nice guy, but that is about it. They are not organized. I would never recommend him.

SDR Consulting Inc. - accountants - Updated July 2026

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