I typically do my own taxes, but this year I wanted to get a professional’s attention. I actually completed a draft return before I sought Wally’s help to confirm I got it right.
Wally sent me a tax return with double the required payment. A quick review of the 1040 showed he made two big errors on two separate forms, and I couldn’t figure out where he even came up with those numbers.
I didn’t receive an apology or a “this never happens.” The second return he gave me corrected one error, but not the second.
Finally, Wally gave me a return that was in the ballpark of the return I drafted before I sought his help.
I asked in email for a confirmation that my return was submitted, and I didn’t get a response. I called on Apr.
15 and was told by an assistant that my return would be submitted but that I wouldn’t get a confirmation of submission.
I emailed Wally the next day to follow up, and he wrote back, “I spoke with you yesterday and told you that they were going to be submitted and indeed they were!”
The day after that he forwarded me documentation confirming the submission.
Why he couldn’t just send that instead of a curt and inaccurate (I didn’t speak with him) response, I don’t know.
I admit I sought Wally’s help late in the tax season, but if the time pressure was too much, it would have been better to turn me away if he felt he couldn’t give my return enough attention. Instead, he did a poor job.