Unfortunately we were fooled by her presentation when we first met Julie Clifford, CPA.
She said she would take care of our business and personal taxes needs completely.
During the tax season, she said she had everything taken care of during the first few weeks.
when we would call her to see what our liability in taxes would be.
She said she would let us know shortly…..well, shortly turned into one week, two weeks….no return call either way to say, “sorry, been meaning to call, but I am busy, will call you as soon as I can”….”not a word or response to our attempts to contact her via email or phone.
Suddenly, one day she sent our taxes “completed”….with none of the deductions or special circumstances we spoke with her in detail, addressed!
We were furious and had to seek services with CPA who listened to us and corrected all of the mistakes she made.
I say this with no malice, Julie should not be practicing or else stick to completing simple tax forms.
Her management style, organization and people skills need some training.
I am surprised she is still in business.