Unprofessional and a waste of time. I was looking for a local tax professional in Morgan Hill so I thought I’d give Ann a shot.
Called her and after a few dropped calls from her side we set up an appointment later in the week.
She asked for my email address and name so she could send me some material to prepare. Days go by and no email.
She wanted to meet me at Peet’s Coffee which I thought was a bit unprofessional.
I showed up only to wait around 15 minutes with no call or text. I give her a call and leave a voicemail but receive no response until an hour later.
Her excuse was that she “miss placed” her phone. Phone missing or not, she should have still showed up instead of wasting my time.
So I went to another local tax professional who had integrity and an actual private office.