My parents had been going to Robert Lee & Associates LLP for years but I stopped when I was 25. He made a material error on my state return, thousands of dollars.
I didn’t catch it until a year had passed and I had to pay over $2k in back taxes, interest, and penalties.
At the time, I worked for a Big Four firm so I called and asked how this could have happened.
He said he didn’t look at the “kids” returns as they aren’t included in the fee. That means he signs returns without looking at their accuracy.
Sure I’m not paying the bill, but he also signed a contract saying he would prepare my returns and did not make good on that.
Also, I was levels below him at the time but I even knew that signing something without looking at it was against the professional ethics of being a CPA.
He was not apologetic, only made excuses as to why the mistake was made.
Due diligence and accountability are the foundations of being a CPA, it’s accounting 101.
Huge red flag for me.