Huge mismatch in expectation vs reality. My taxes were high and bit complicated and I was looking for someone who would spend some time on this and maximize my refund.
The tax consultant assured she will find different ways such as filing separate vs joint etc.
I don’t think she spent more than an hour. Her taxes came out to be higher than turbo tax.
Basically she did not do any due diligence.
Finally someone from her office called and said my taxes were ready without any offer to discuss or help improve.
When I heard the tax due from me, I was shocked! It was ~ 20k more than I calculated on TT.
Anyways, I did not want to end up educating her. So I decided to go the TT route.
They argued that I owe her money for the work done. I paid up $300 but I might have as well gone to Vegas.
She may be good for simple quick returns when she does not have to spend a lot of time, but not when you need real help.