Don’t bother. I was with Jim Ogburn for 8 years and loved his practice and his wife’s personal attention.
Greg acquired Jim’s firm before tax year 2018 and I assumed the experience and service would be similar and I was completely wrong.
I dropped my taxes off a month before the tax deadline expecting them to be completed and filed as is customary. Nope.
A week before tax deadline I contacted the firm and they said they were behind and would file an extension if it was needed.
When I asked for confirmation at the end of the week that an extension was in fact filed, they sent me a confirmation that showed they had already filed for an extension weeks before they told me they would if it was needed.
Another month passed and I realized this firm had earned precisely zero of my trust.
I gave up and went and picked up my paperwork today.
It has been 2 months since I had initially dropped them off and they have never touched them with no updates and no communication.
Avoid this firm and go somewhere else. I will certainly be doing so.