We were referred to OD for our individual taxes by some good friends whom we trust deeply. Our…read moretaxes are more complex than I felt confident doing on my own with TurboTax or whatnot, and we wanted professional help. On our initial calls, OD gave us some great free advice on our situation, and quickly built trust. Unfortunately, all that trust was quickly flushed down the drain during the tax prep process. We were pawned off to another accountant, who was very unresponsive and the opposite of prompt. After getting them all of our information weeks before their requested deadline, then multiple emails, calls, and voicemails, we finally got a return call late in the evening only a few days before the filing deadline asking for more information. After this, we didn't receive our review copy of the return until the date of the filing deadline! We had hoped (and communicated the same to OD), to have our CFP (not from OD) review the return before filing, but didn't get this opportunity due to OD being extremely late with the draft. We barely got it in! The simple way to handle this would've been clear communication, an estimate of the taxes we owed, and a recommendation to file and extension. None of this happened. There was no apology or acknowledgment of this, just an impersonal request for feedback months later, and a surprisingly huge $3500 bill (!!) in July. They also promised to review our return with us after the fact and make some recommendations for our next-year tax planning, but never made good on this promise. Needless to say, we will not be using OD in the future. Take your business and dollars elsewhere.
