Like reviewer JI. below, I offer this review only to warn others so that they might not relive our horrible experience.
My wife and I sent all of our tax records to this firm as soon as we possibly could last February because every year they were too rushed at filing time to offer us any meaningful advice.
Despite our efforts, important questions regarding our return remained unanswered by them and we had to go on extension.
Unfortunately, those same questions remained unanswered in August and no progress whatsoever was being made to get them answered.
Having just lost my father the last thing in the world I wanted to do was to go out and find a new accountant – but we had no choice.
Luckily we found a very good new accountant. However, when I asked to have my files transferred to the new firm they instead responded by sending me a bill for 200% of their normal (high) annual rate.
After much pleading, I made an offer to pay 100% of the prior year fee (despite their unfinished work) if they finally transferred my files the next day.
They transferred the files and I immediately paid as promised.
However, within days they ignored the agreement and are now threatening to take me to small claims court for the “unpaid balance” ?I will not pay.
I will instead warn everybody I can about this firm. In my opinion they are expensive, slow, unknowledgeable and arrogant beyond comprehension.