Client Reviews of Derek G. Redcross

The president and I met in person and had a conversation in which I told him one of two people recommended me to him (couldn’t remember which). I discussed my personal details but none of this conversation was recorded except for as a few handwritten notes, one small page, which he handed to his secretary. I sent an email to his secretary that night with my old tax return and three (numbered) pieces of information that were changes for 2021. The tax file was created and sent back to me ignoring two of the three details. I politely asked for the changes to be made —twice, one for each detail—and was sent back a tax return missing an entire form.The form he missed helps in my getting a refund. I was polite in requesting the full finalized tax return including the invoice, summary of taxes due, and any refund info but I wrote: “This whole experience has been very disorganized and inept. I won’t be returning for next year. Let me know if I missed something to sign, the final amounts estimated for…. and the address for the check so that this transaction can be over.” I get an email back asking me to pay the bill, without acknowledgment of the mistake, or apology. This is literally the same day they sent their final draft (3/23/22), so it’s not like I’m late on anything. I write back: “Yes, which is why I asked for a summary of: Refund amount estimated State payment Where to send check (or preferably electronic option) Confirmation of total amount of invoice I have never dealt with any tax place so unprofessional.” For this, I get an email claiming I lied about who recommended me (untrue, and this is in an email), calling me “less than honorable,” and writing “we typically deal with more complicated accounts,” essentially saying they did not need my business anyways. Lesson learned and passing this information on for anyone else who is a regular individual filer.

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