I am writing to share my deeply disappointing experience with Tracy Taubert and Phillips and Tauberts, CPA. I engaged their services for both business and personal taxes, as well as for my partner's taxes, and the outcome has been nothing short of frustrating.
From the beginning, the communication from this firm was poor. The tax advice provided by Tracy Taubert was unclear, and it seemed as though keeping us as clients and considering our best interests were not priorities for them. In 2023, we encountered significant issues with their bookkeeping services, marked by a severe lack of communication and unacceptable inaction by the team at Phillips and Taubert.
By March 2024, we had not received any documents for the tax extension. Despite being told that multiple emails had been sent, we did not receive any on our business, personal, or family email accounts. When we finally managed to get the necessary documents signed and asked for a quick submission, we were shocked to learn that none of the bookkeeping we were charged for had actually been completed. Instead, we were billed for email exchanges supposedly teaching us how to do bookkeeping ourselves.
After leaving an initial review about this issue, we continued to use their tax services for our 2023 filings. However, the situation only worsened. By June, after our books were finished, I attempted to set up a meeting to discuss the next steps for our taxes. Instead of speaking with me directly, I was redirected to the office to schedule a call. Following this, I received an email from Tracy Taubert abruptly withdrawing their services after we had already signed with her for 23'
This entire experience underscores the complete lack of professionalism and accountability exhibited by Phillips and Tauberts, CPA. Their failure to provide consistent and clear communication, along with their unprofessional conduct, has caused significant inconvenience and stress. I strongly advise against using their services if you expect reliability and a customer-focused approach. read more