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Client Reviews of Gerald L. Forbes
Read What 2 Clients are Saying About Gerald L. Forbes - A Tax Professional from Chula Vista CA
K. Ward
San Diego, CA
May 12, 2021
I took my taxes to Jerry 02/08/2021. It is now 05/12/2021 and they are still not done. I need to try and find someone else last minute to do them because even with a government extension he never got around to doing them in over 3 months!!! Read Bob's review and you can get a great indication of what to expect. HORRIBLE!! RUN AWAY as fast as you can. This guy is a NIGHTMARE!!
Services provided:
•
Individual Taxes - IRS Form 1040
Bob Johnson
San Diego, CA
May 15, 2017
DO NOT GO HERE! Not sure where to even start but here I go...Jerry is a LIAR. I dropped my taxes off to Jerry in mid-February of 2017 to complete my wife and I's taxes for 2016. At first, Jerry seemed like a professional guy that was going to get our taxes "done within a week or two". I called Jerry about 2 weeks later to see how the taxes were coming along. He said that he was very busy and would get them done that weekend. It's close to the April deadline so I understand that he's busy and maybe committed himself to too much this year. No problem. A week or two go by and still no word from Jerry. At this point it's about a week out from the 4/15 deadline so I'm starting to get a bit nervous. I call Jerry and AGAIN he says he's almost done but not quite there yet. I'm a bit concerned at this point, but given that Jerry's been doing this for a while, I give him a shot to redeem himself. He then calls me about a week later and asks for my wife SSN so that he can file an extension...WHAT?! It's been over a month and you haven't had her SSN this entire time?!? Jerry said that he took on too much work and that he will file an extension for both of us and get our taxes done by the end of April. At this point, I just want them done so I go along with what he's saying (HUGE mistake). It's now May and I finally got IRS on the phone only to find out that neither of our taxes have been extended and that Jerry LIED about the whole thing. I'm not sure what he's been doing(most likely drinking beers at his local pub) but he clearly was misleading me the entire time and never planned on doing my taxes. The fact that he would lie about filing an EXTENSION really hurt because now I'll have to file my taxes and pray that I don't owe otherwise I'll be hit with huge penalties. I strongly recommend going to a true professional and not some old timer that can't get his priorities straight. Jerry - you're a horrible tax professional and your licence should be revoked.
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