Smith & Associates was the most unethical company I’ve had the misfortune of working with.
We usually do our own taxes, but like many others this year, were estimating to owe a lot in taxes.
We thought it’d be best to have them done by a professional as we had questions about my tuition, retirement tax forms, and what our tax rate should actually be.
Robin Smith prepared our return. He quoted me $350 at our initial meeting.
When I received the return he prepared, there were multiple inaccuracies, from silly things like spelling one of our names wrong to typing in schools we’ve never attended.
He also put in a tax credit that my husband was not eligible for to get us a higher return.
I asked him to remove this credit twice, which he did not.
Because this started to seem pretty shady and I shouldn’t have had to ask him three times, we decided to go with someone else.
Once I informed him of this, he changed the fee to $500 for a consultation per the last line of their “Tax Client Info Sheet” that they have you sign.
This is basically the equivalent of a health history form in the medical field.
Meanwhile, their Engagement Letter lists no costs or fees, even though this is recommended by the Colorado State Board of Accountancy which I now know in hindsight.
While I was perfectly willing to pay him a reasonable amount for his time, Robin was insistent on this fee.
This company will trap you into filing with them or paying a hefty fee.
We chose their ridiculous fee over the possible future tax notice from the IRS.I’d never recommend anyone I know to this company.
Little guy beware- they will take advantage of you whenever possible.