This CPA firm is a disaster.
One year, Stone McGee prepared a tax return with a mistake, that I caught. It was an incorrect tax assessment not a simple miscalculation.
Subsequently, Kelley Wyatt gave me egregiously incorrect advice, causing tens of thousands of dollars in unexpected tax debt for 2 reporting years. And they failed to file a tax return for one year. Wyatt's malpractice has caused a nightmare with the IRS.
Further, Edward Jones financial services referred friends to Kelley Wyatt with McGee Stone. Their tax return was prepared incorrectly, which was caught by a third party.
I have filed complaints with: (1) the IRS via the Preparer Tax Complaint, (2) the New Mexico Board of Public Accountancy, and (3) will be suing Wyatt and Stone McGee for breach of fiduciary duty and/or malpractice.
Wyatt and Stone McGee are utterly incompetent and unqualified to provide financial services to the public.
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