I was a client for six years. I thought Rick was looking out for me. He’d done both my Npersonal and business taxes and had given me advice that I thought was sound.
And then came the divorce. Rick did my soon-to-be-ex-wife’s taxes, even though things were pretty contentious and a lot of what was contentious had to do with finances.
It didn’t really occur to me that it would have been appropriate for him to have bowed out of doing my taxes too because I assumed he would be fair and impartial.
Silly me. When he finished my return, my lawyer advised me to hire a different CPA to review the taxes as he prepared them for me.
The new CPA found out that Rick had done a couple of sneaky things, like attributing 100% of the losses from my business to her and letting her claim all the tax benefits for the mortgage payments on the house.
Bottom line, she got an $18,000 present. When I asked Rick about this, he said that he was instructed by her lawyer to screw me over.
And here’s the really special part: He sent me a bill for providing me his “services”. Nice.