Simon Associates-Professional Fiduc...

She Could Do Our Tax Return

AVOID! My husband and I trusted Ms. Simon when she said she could do our tax return and avoid a problem that was showing up via TurboTax when we did it ourselves.

She said she needed all our paperwork by March 22 and she had it.

In May she told us she had filed an extension because she was busy.

She finally filed in OCTOBER! She sent us a bill for more than twice her estimate (our income is quite modest but we paid her over $2000 to do our return and file it late!!).

That was bad enough but we then found out that because of her errors we were hit with a new tax bill and PENALTIES!

We let her know and she said she would redo it and didn’t think the new calculations were correct.

Of course we didn’t let her do it again; she had already had it from March to October and couldn’t do it right.

We have a new taxpreparer and he redid the return Ms. Simon did incorrectly so we ended up paying again to file our return.

Her correspondence has been condescending and unhelpful. I would not trust her to do anything.

We are an older couple on SS and feel she exploited our limitations.

I rarely write reviews but feel an obligation to other folks like us to warn them about how she operates. Be warned!

Is Simon Associates-Professional Fiduciary a scam?
Simon Associates-Professional Fiduciary is a scam and a bad service provider as per the report filed on dirtyscam.com. They are not aggressive towards their customer satisfaction and complaint grievance.
Is Simon Associates-Professional Fiduciary legit?
First Simon Associates-Professional Fiduciary is not a legit business owner or provider. You must take necessary precautions/measures before buying or using their services.
How many reviews are submitted by Simon Associates-Professional Fiduciary’s consumers?
There is/are 1 review(s) posted about Simon Associates-Professional Fiduciary and it indicates that the severity of the scam is Medium.
Where is Simon Associates-Professional Fiduciary located?
Simon Associates-Professional Fiduciary is located at San Francisco, CA 94146, USA. You can contact Simon Associates-Professional Fiduciary by dialing (415) 285-3233 or visit their website onetrustee.com before filing a lawsuit. We are no way affiliated with better business bureau or yelp reviews platform.
How much monetary loss is incurred by Simon Associates-Professional Fiduciary’s customers?
According to the report(s), US $2322 was the total loss incurred by Simon Associates-Professional Fiduciary’s customers.

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1 review on Simon Associates-Professional Fiduciary

  1. Sam

    Barbara is a condescending rude person. A know it all that talks over people

    I tried to speak with her on a matter. She spoke with attitude and interrupted me all the time. This alone is why I would never trust someone with my finances.

Reviews:1
Reported Loss :2322 $
Severity of Scam :Medium
Reported by : Anonymous
Views :