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    Shawn T Gregory, CPA

    5.0 (1 review)

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    14 years ago

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    Flatiron Advisors Tax & Accounting

    Flatiron Advisors Tax & Accounting

    4.6
    (10 reviews)

    We found the process of working with Flatiron Advisors very easy and straightforward. Their…read morecommunication is very timely and their portal is easy to use. Their rates are also reasonable. They provide a quote up front and stick to it. Who needs surprises on top of taxes!

    I had a good experience with Flatirons Advisors in 2024, but I'm updating my review because my 2025…read moreexperience was very negative and I can no longer recommend them. I have complicated crypto taxes and did my best to communicate this from the start, including a 45-minute call with Steve specifically about my crypto taxes before my 2024 return was filed. I made clear that the documents I sent, including a Schedule 1, were generated by my crypto tax software. In 2025, I discovered that the Schedule 1 income I provided had been left off my 2024 return. Steve never asked me what it was, never requested supporting documentation, and never told me he was omitting it. He simply left it off silently. When I raised it, he claimed he hadn't known I had complicated crypto taxes, which I believe is false and I have messages with the firm showing we discussed it. He also declined to prepare my 2025 return due to the crypto complexity, leaving me to find a new preparer on short notice. When I requested a refund of my 2024 prep fee, he refused unless I provided evidence of the income's source. While compiling that, I found that a mistake in my tax software had overstated the figure, and that the corrected amount was lower. I decided the refund wasn't worth pursuing, and I'm having the amendment handled by another firm. Steve was right to question the number. But the professional response was to ask for documentation before filing, not to silently drop income off a return without a word to the client. At no point did he acknowledge any mistake or take any accountability. In my opinion, that handling was not what a client should expect from a tax preparer, and based on my experience, I can't recommend them.

    Shawn T Gregory, CPA - accountants - Updated August 2026

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