Schwartz Accounting & Tax Services

Mistakes From A Professional

Had been using Schwartz Accounting & Tax Services for a few years and decided to try a local business instead for our last year taxes.

Thought a face-to-face meeting might be a more streamlined approach instead of emailing data back and forth.

Saw the great reviews and decided to give Richard a try.

This was for a simple partnership with two pass-throughs to two business partners.

Richard was very nice and seemingly attentive. Sadly, niceness and competence are two totally different traits.

Despite reviewing our previous taxes and specifically notifying him how much we paid on estimated taxes the year before

He neglected to actually enter this information into his computer system. Caused one of the partners to lose out on over $1500.

Frighteningly, the only reason we know is because the IRS caught the mistake on the other partner and sent that partner a refund.

We are still in the process of getting the refund through the IRS over a year later through another tax person.

Also, one partner was having their health care premiums re-reimbursed through a non-profit due to an illness.

We asked if we needed to pay taxes on this and Richard stated yes since it’s income. Turns out, this is completely incorrect.

Luckily, the health care premium reimbursement check came just after last year tax year so didn’t end up losing money on this false information as well.

Additionally, our previous tax person nagged us repetitively to find anything more we can write off to save as much money as possible whereas Richard did not.

Anyway, I’m sure Richard is great and just made a couple mistakes and we were the unlucky ones based on others experiences.

Of course, we signed off on the taxes and missed the mistake too but I mean, it’s probably just easier and cheaper to do our taxes ourselves if we have to spend that much time looking for mistakes from a professional.

The reviews, complaints and scams posted about Schwartz Accounting & Tax Services is permanant record located at https://dirtyscam.com/reviews/schwartz-accounting-tax-services/ Search for all reviews, complaints, scams and lawsuits about Schwartz Accounting & Tax Services
The reviews, complaints and scams about Schwartz Accounting & Tax Services is posted by anonymous. We at dirty scam are not liable for the content posted about Schwartz Accounting & Tax Services. If you have any concern about this report, you can contact us by using this email.
Is Schwartz Accounting & Tax Services legit? Is Schwartz Accounting & Tax Services quack? Is Schwartz Accounting & Tax Services fake? Is Schwartz Accounting & Tax Services a fraud website or business or person? Please write down your review or report a fraud on dirtyscam.com to raise your voice, you might not be alone who was ripped off by Schwartz Accounting & Tax Services.
The reviews about Schwartz Accounting & Tax Services are no way affiliated with Yelp, BBB, Glassdoor, RipoffReport, Avvo, ConsumerAffairs, Realself, Vitals and Wikipedia.
Madison Street 55
Denver 80206 CO US
Get directions
Reviews:0
Reported Loss :1500 $
Severity of Scam :Extremely High
Reported by : Anonymous
Views :