I tried to use this service for my taxes this year, for the 2016 tax year. However I've ended up disappointed and took back my records; I will do my taxes myself yet again. Women -- think twice before going here.
Disorganized and condescending, they lost their records of having ever met me only two months ago in early January.The bottom line here, IMO, is they have a sexist view of women as head of family finances. They even tried to tell me my husband had brought our taxes to them last year. Oh really? Seriously, they did try that. Obv they had not looked very closely at the form for 2015 which I had left at my first meeting in January, for if they had they'd have seen no outside professional tax prep was used.
Is my experience a one-off? Maybe.
Can they do taxes correctly and professionally after all? I'll never know.
Updated 10/23/2017.
I just read the Talon reply below dated 9/1/2017.
It provides more reason to avoid this firm.
1) Schwab, which I never mentioned in my review so they are only trying to name-drop by adding it, has nothing to do with their working on my return. Don't go to them if you are looking for a qualified Schwab broker or office because this isn't one.
2) I did not storm in but I did storm out, based on the poor treatment I got when I asked for my file. Yes, it was sexist to say my husband had had our taxes done there the previous year. Sexist and ignorant. Don't try to hide behind a female owner.
The only reason this firm asked me for information, which it had in its possession in my file, was because I had not heard from it since my meeting in January. It was I who contacted this firm asking for the status of my tax return. When I got the resulting question for more information, I knew my precious time had been wasted, along with plummeting confidence in its ability to do the work . read more