If it didn't happen to me personally I'd think it was a episode of a hidden camera show. I was referred by my financial advisor, who has repeatedly given me excellent recommendations. (That is the only reason I did not trust my instincts and leave after my first visit.) From the first phone call, there was a series of miscommunication and unprofessional behaviors. The receptionist didn't book my appt when I called, but said she would have someone contact me. I specifically said I was referred to Rick and scheduled with him. Turns out they had booked us with an associate. I said I wasn't opposed to that, but did not like being surprised. I was told I could reschedule with Rick but, ""He is much more expensive"". She then leads us to a room, that is already occupied and an uncomfortable stand off with the occupant ensues. I arrive with a fully itemized spreadsheet of all my numbers, with corresponding receipts and references. (I only use a pro because we have our own businesses). We are asked a few clarifying questions and leave. It was really bothering me how badly things had been handled as a new client, so I called the associate to tell her why it made me feel uncomfortable. She told me she could transfer me to the front desk, because they were the ones who messed up. I hung up after being left on hold so long I missed 2 business calls. We did get one call from the owner Rick who asked a few good questions that allowed 1 more deduction. When I called about picking up our taxes I was told they would be e-filed. We always send registered mail. Again I said, no one has discussed this, not opposed, but want to know how I get evidence to show IRS received them. ""I don't know how it works, I'll transfer you to the front"". I then ask for my bill and I'm quoted $125 MORE than what I paid my previous guy who was a PARTNER in the firm. I question her on this and am told it took 5 hrs to prepare my taxes, I say absolutely bogus! I've been there with my previous accountant when it is put in the computer (20 mins), maybe another hour to review. Aside from the info I gave them, they only needed to add the one additional deduction and IRA info. I demand to talk to the owner and tell him my entire experience. He says he'll lower the bill to what I paid last year, but recommends I go back to the other guy. I say fine, pick up my stuff and plan to never contact them again. NOT SO LUCKY. I get a phone call last week asking if I can resend my check because the one I gave them (MARCH 31st), was LEFT IN THE OWNERS PANTS AND WENT THRU THE WASH!!!! Can I please send another check? I am appalled and swear I must be being PUNKED. I ask, SERIOUSLY? Even if this IS the truth, should you be telling people this? I decide if they are going to be this incompetent, I am not rushing to the mailbox. This week I get a call from the owner saying he knows I recently got a call about my check that went thru the wash, then mid way it changes to dry cleaners, then it becomes that it was at their bank this whole time and held for the last 6 weeks, and since it just went thru, can I let them know if I have sent another check? Where is the Camera? These are people who do numbers for a living? You don't know for 6 weeks that you are missing a deposit? Then magically it's back? WOW. I just don't know how they are in business. I have never posted a review, but had to post this in hopes to save some poor soul the trouble.
Cons: In charge of your tax information and handle money