Don’t waste your time! Look elsewhere. I met with Dan at his office in late February and provided him with my Tax information.
Upon leaving his office he gave the impression that my return should be pretty straight forward and that he would have the paperwork complete in about a weeks time.
I sent him a follow up email the following week asking if he needed any additional paperwork from us and I got no response.
I sent him another email the week after asking for an ETA and once again asked if he needed any additional information from me, still no response.
Week 3 we left a voicemail with his office admin and still did not receive a call back or reply via email.
To make matters worse, the person who answered the phone was quite rude and reminded us that it was a “month before the tax deadline, what do you expect?”.
I finally went in person to his office (without an appointment) to ask about the status of our return.
He pulled out the paperwork and notified me that he needed some addtional info for our child expenses and some info for stocks I had sold that year.
Really? Why didn’t you mention that earlier, you know…when I emailed you once a week asking if you needed anything else? Or why not pickup the phone and return a call?
When confronted about the lack of response to my emails and phone message, he was rude and once again stated that it was “only a month before the deadline” what did I expect?!? Seriously?
Who operates a business like that? Regardless, I provided him with the information he requested within 30 minutes of leaving his office.
Another week went by, still not a word. I sent a follow up email the following week, you guessed it…NO RESPONSE.
Over a month has gone by since I met with him in person and turned in my paperwork when we receive an actual email from Dan.
Exciting right?? nope…he was asking for basic information which had already been answered by us (more than once) at our initial meetings and via email. Unbelievable.
Finally when confronting him via email about this, he stated that he no longer felt comfortable handling our return and mailed our paperwork back to us with two weeks left before the deadline.
Extremely unprofessional! I highly recommend you stay away from this CPA and take your taxes elsewhere.