I have been going to Carolyn T Dalby for years, thinking she is working in my best interest.
I have found out lately that this is the farthest thing from the truth! I am self-employed and she is quite aware of how my profession works since she works with others in my business.
She has lost me A LOT of money over the past years by not advising me on what I should be doing.
I told her NUMEROUS times that I am self-insured and we need to be expensing that and she paid NO attention to me.
After I was married and on my spouse’s company health plan, she FINALLY asked me if I was self-insured because we could deduct that from my taxes.
HUH? After I told her that I had been telling her this for YEARS, she acted like it was MY fault and that she was completely blameless!
I’m sorry, but if all she is going to do is work up a tax return without advice and care, I might as well have gone to the typically advertised at tax time tax service and just saved myself a lot of money, because her service is no better.
If you are expecting someone who is going to have your back and actually do something for the high fee you are paying, this is not the place to go.
I have paid her a lot over the years and I have lost a lot of money because of her and her lack of professional advice and care. RUN!