Kristina Malloy, CPA, LLC was recommended to me by my financial investment company.
I was thrilled she was close to home in Carroll County and came to my house and spent time going over all my information.
I have a small business, investments and had gotten a divorce and moved.
I became unhappy with my investment company after they made a huge mistake.
I ran into Kristina and I explained the situation and she was wonderful, she reassured me there was time to correct their mistake and she knew another financial advisor I might want to talk to.
I ended up moving my money to them and I was happy until they informed me I would owe 9K even though I transferred 100% in kind.
I emailed Kristina and she wanted me to send more information.
I emailed her that same day, August 31st, I never heard back, I have tried to contact her by emails, phone, text and messenger.
I was worried something bad happened but a friend of mine said she is on social media and all is great.
I wonder if something unethical or dishonest happened with my transfer and she doesn’t want to be involved.
My last email to her suggested this and I still never heard from her.
I am struggling to leave 2 stars due to how unprofessional she has been since the end of August.
She will probably delete my negative review, she did this from the PTINdirectory for tax preparers.
All I ask of her is accountability, communication and mutual respect. I trusted her with my future.