Katy G Pletter, CPA used to do my partner’s taxes for some years. She started out great, but I guess greed can change people since she moved her office to SF.
She is not professional and charges you for even taking a breath.
Tonight, she sent an impersonal mass email letting my partner and 30+ other people know that she is “down sizing” (letting clients go).
She didn’t even have the courtesy to respect people’s privacy when she shared everyone’s email addresses and names.
Our bad experiences began during the 2015 tax year.
When she started working on my parter’s taxes, in the middle of the tax season, she made us drop everything and process and extension with the IRS (she charges for the time).
After that, she left us in the dark to go celebrate her anniversary.
I understand work-life balance, but professionalism is expected when one is paying a CPA.
Specially since taxes is one of those topics people are touchy about.
2016 was a nightmare with her too. My partner was trying to move on from a previous tax entanglement with his ex.
Katy kept delaying submitting my partner’s taxes until October (but only because of the IRS deadline).
I felt she was like a kid doing her homework the night before the presentation…
I’ve been telling my parter to let her go anyway.
My CPA is way more efficient and my taxes are more complicated.
Despite all, we thank her for work and wish her the best with her new clientele