The Worst Tax Preparer Reviews

Client Review of

Meaghan Dougherty Jolley

Missoula, MT

Victor, MT
September 25, 2024

Whaley & Associates. Meaghan, worst possible person we could have chosen to work with for our business taxes. We should have looked up reviews from other websites as well as google about her. Clearly she has done this to other clients as well. Asked for help with our taxes back on April 30th 2024. Gave her all of our paperwork. Everything she asked for. Emailed the stuff we forgot to provide in paperwork form. So everything is all ready. As far as I know. So she tells my husband and I, they just lost someone at their offices and may need an extra month or two. But she will hurry best she can. Should be done by July 1st at the latest.. I wait until July rolls around. I don't hear anything. By July 10th I send out an email and I ask Meaghan if there's any information she's missing, if everything got filed, how everything is going and what's happening. I hear nothing. I then call. I get an answer and she says, oh I wanted to tell you I've been working on your taxes with our intern, I want to have a conference call with you and your husband. She doesn't tell me when, just tells me she will call me. She never calls. I send an email August 26th asking about said conderence call again. Never receive an email back. I have called. July 23, September 17th, and now today Sept 25. I have left voicemails EVERY SINGLE TIME. To please return my calls or email me and please let me know what is happening.I have not once heard back from her. This has been 6 months of trying to work with someone who is supposed to be a professional. That has dodged phone calls and emails. Someone who has personal financial information and doesn't do the job they say they will do. If you are smart you will look around and find someone else to go to. She isn't worth your time. She is definitely not worth the stress you deal with not knowing if your taxes have been filed!! This is absolutely what poor work ethic looks like.
Client Review of

Charles McGriff

Denver, CO

Valley Stream, NY
September 24, 2024

I hired Charles McGriff on April 8th, 2024 after he called me and made me aware that I had a pending levy on me. I owe IRS back taxed from 2019 to 2021 and it is a large amount. He told me what he could do to help me, gave me a price of $5,000 then later that day changed it to $5,575 and said he could have the levy held and work out a payment agreement with them before they can enforce it. Weeks are going by I think he's working on it and I called the IRS agent in charge of my case to find out what's going on and she said she have no one on record to be my power of attorney in which I send and signed the form and returned it to him with the payment the next day with a $3,000 deposit. I paid the balance 2 weeks later. I contact him right away and he's saying that he sent them the info and he never did. We are going back and forth with him saying he's sent over everything, and I'm check with the IRS agent and she never heard from him. Now May 28th come around a month and a half later and my bank accounts are frozen, and they took the $13,000 that was in my accounts at the time which left me in financial ruin. I contact him and he's now saying he's going to the courts to do an appeal and he would've never had to do any of that if he was in contact with the IRS agent and sending her what she needed so we can negotiate a payment plan in the first place. I end up putting in the appeals for myself and dealing with the IRS agent myself and still she doesn't have any record of power of attorney from him on my behalf because he had no intentions of working on my case, he just wanted the money, and he did nothing. Now I can't afford to pay a real tax company to help me because he got paid for nothing, and they took my money I had left in my accounts. Charles Mcgriff has numerous other clients on this website complaining that he's ripped them off just like myself and I'm just finding out this about a month ago he needs to me investigated.