CFO Rick

I Was Lied To By CFO Rick

I was lied to by CFO Rick inc and charged for work I did not agree to, above and beyond the “retainer” I was already paying.

When I refused to pay the bogus charges, CFO Rick threatened to take me to collections, knowing I did not have the time or money to fight him.

I had no choice but to give in to their demands. Additionally, I found CFO Rick’s work to be full of errors.

I’m still getting notices about penalties for underpayments in quarterly fillings due to their miscalculations, and delinquent notices for filings that were never made.

When I approached CFO Rick about these issues he told me that his other clients had “no problem paying” whatever he decided to charge them, as if that was the best justification he had.

I can understand where his clients that don’t have any finance experience and never paid much attention to their financials might not notice these errors, as CFO Rick would receive the delinquent notices so they may never know what’s really going on until leaving CFO Rick. Scary!!!

As a side note, please note that CFO Rick does not have any CPAs in their office.

At the time I left , they had someone (I think a personal friend of Rick’s) on call part time if they needed a CPA’s signature.

I’m writing this review to warn others who may be considering using CFO Rick. Look elsewhere if you want honest, quality services.

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3 reviews on CFO Rick

  1. Never Again

    I agree with Brett B. I was lied to by CFO Rick and charged for work I did not agree to, above and beyond the “retainer” I was already paying. When I refused to pay the bogus charges, CFO Rick threatened to take me to collections, knowing I did not have the time or money to fight him. I had no choice but to give in to their demands.

    Additionally, I found CFO Rick’s work to be full of errors. I’m still getting notices about penalties for underpayments in quarterly fillings due to their miscalculations, and delinquent notices for filings that were never made.

    When I approached CFO Rick about these issues he told me that his other clients had “no problem paying” whatever he decided to charge them, as if that was the best justification he had.

  2. Not only did Rick counsel

    This is my first year having a professional accounting firm do my personal taxes, I was quite pleased! I was hesitant, being that I only used on-line tax services for the past several years, but Rick and his staff exceeded my expectations.

    Not only did Rick counsel me on the importance of financial planning in my 20’s but he also went line by line on both of my returns. I felt like I was one of his VIP clients, I was greeted by a very friendly staff and left his office with an exceptional tax return!!

    I have to say, I was very, very impressed with the advice and financial services I received from CFO Rick, and I would recommend him and his capable staff to everyone in the City and Bay Area.

  3. I plan on using CFO Rick this year for sure.

    I was very happy with the tax return that Rick’s team did for me. It was very professionally done and Rick even walked me through the process. I can be very complicated but they were very patient in answering all of my questions.

    Rick even gave me advice on how to handle my finances and shared some tips about credit card use. I was also impressed with the discretion used. I plan on using CFO Rick this year for sure.

Sansome Street 755
San Francisco 94111 CA US
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Reviews:3
Reported Loss :2543 $
Severity of Scam :Medium
Reported by : Anonymous
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