Referred to Tax Advisory Group (Joyce Yarid) by a friend who had had good experiences.
Made appointment about 2 weeks in advance, but no instructions to prepare for tax preparation, nor a list of documents, was sent to me.
I figured it would be interview style as experienced in past with other tax preparers.
When I arrived on time, I waited ~ 8-10 minutes to meet with Joyce.
There was a little small talk about the referral, but no discussion about how we were going to work.
She asked for my W2s and past year’s tax copies.
Her tone indicated that she was rushed as she asked for additional numbers from the past year.
I had to bring up a number of deductions and questions about investments that she never addressed.
And, though I had a spreadsheet, and immediate access via my phone to the numbers needed, it seemed as though I wasn’t prepared the way she wanted.
Frustrated, she suggested that I just email the remaining numbers to her because I “was wasting time” during tax season and others were waiting.
We barely met for 20 minutes. (My previous tax preparer meetings were about an hour.) Shocked.
Took my documents back, found someone else.