I used Stallcup’s services for to prepare my tax returns for 2 years and was quite disappointed. I’m not sure where all the positive reviews came from.First off, I never met my accountants. They pretty much refuse to meet and only deal by email.
I would say that Eric, the accountant that worked with me, was a good guy and responsive by email. I never had interaction with Jason or any of the others. That said, for the price I paid (10x the price of Turbo Tax), I expected more advice.
What really upset me was the fact that Jason made mistakes twice, and refused to apologize for them. 1) One year, he invoiced me for 20% more than he promised before the tax return. I then argued that he changed his pricing.
He said my return was more complicated than expected. I would’ve been fine with it if he had explained to me before he charged me. But no, he just charged me extra on the invoice without any justification. 2) Even worse, they made a mistake with my 2011 filing. They told me that the amount I owed IRS would be electronically withdrawn from my account.
It never was. One year later, I got a letter from the IRS claiming that I owed them money. I would expect Jason to figure out everything for me. But no, he told me to figure it out myself (so I had to call IRS twice, waiting 1 hour each time). I learned that the owed amount from 2011 was never paid, and I was charged fines on top of the principal.
I demanded that Jason pay for the fine. He eventually did, and then send me a letter saying that “you should seek another accountant for next year”. As if it is my fault that I followed his erroneous instructions and then had the audacity to ask him to pay for the fine? No sense of customer service here. Not worth the price.