Retained Morling & Co. to prepare our individual tax returns for 2013. After an initial interview, I was quite satisfied with the choice and impressed by the knowledge and kindness of the CPA assigned to our file. I was advised to submit all our documentation and completed tax organizer by 3/23 to ensure that our returns were ready to go by 4/15, and I did so
Approximately 1 week later, I was contacted by the CPA George Dimov CPA aka Dimov Tax Services and asked some pointed follow up questions, which I answered the same day. The CPA thanked me and said he would get back to me shortly regarding the returns.By 4/14, I had heard nothing from the firm at all. Thus, at 9:00 a.m. on the 15th, I called and wrote an email to the CPA to inquire as to the status. I was advised that he was not in the office because the CPAs had worked well into the evening the night before.
I received a return phone call at 11:00 a.m. with the CPA telling me that they did not have time to complete my returns and would be filing an extension request on my behalf instead. When I asked whether I should nevertheless send in some payment to the IRS and FTB, I was told “yes, but because we haven’t completed the returns I’m not sure of the amount.”
He then recommended, to be on the safe side, that I pay a little more than what was detailed in the present draft of the returns, which he would send me via email after we got off the phone. He told me the total amount I should pay would be approximately $25,000.I told him that I would have liked to know of this $25,000 liability before the day it was due, and he said “didn’t we send you the draft returns a couple weeks ago?”
When I said “no,” he said “You know, I’m sorry about that. I understand if you are disappointed. I’ve been disappointed with this whole practice too the last couple of years – it’s just gotten a lot harder to complete these things and sometimes clients don’t get us all the information we need…” Similar excuses went on for a few minutes before I finally let him go.A few minutes later, he emails me the draft returns with a form to complete for ME to request the extension (after promising me he was going to take care of that). I opened up the draft returns and the income he has listed for us is tens of thousands of dollars higher than what we actually earned (which explains why he thought we owed $25,000 when apparently we did not).
I wrote back and told him to file the extension request he promised he would file. He wrote back again pressuring me to do it, but finally capitulated when I repeated this directive for the third time. I suspect he wanted me to file the extension request myself in order to disclaim responsibility for the situation in the event I later sued him for malpractice, but of course I don’t know for sure what was going on in his head.
To summarize, I contracted with this accounting firm to do one thing – timely complete my tax returns. I submitted all information they said they needed in the timeframe they said they needed it in, I responded to all follow-up inquiries the same day, and then they nevertheless failed to complete my returns on time. What’s worse, I strongly suspect that I would not have known about this problem until after April 15th if I had not contacted them myself that day to ask what was going on. Suffice to say, NEVER again…