The Worst Tax Preparer Reviews

Client Review of

Ronald C. Tockman, CPA

Stoughton, MA

Stoughton, MA
July 20, 2021

On June 21, 2021 I reached out to Ronald Tockman CPA to assist with some tax needs. I was outreached by someone named Kelly who told me that they needed to set up a phone call first to discuss my needs to which I accepted. I took some time off from work to take the call which was set to take place on 6/29 at 10am. The time came and passed with no call. I let a few hours go by then emailed Kelly to confirm I didn't miss her call. Kelly indicated to me that she was in NH, had no service, and forgot to take down my email address. She asked if she could get back to me when she was back from NH. I asked when that would be and received no response for a few days. On 7/2 I received an email from Kelly telling me that she was in the office, and I called her the first chance I could. We talked about my needs, and scheduled a meeting date for tomorrow 7/20 at 10am. I emailed her this evening to confirm our meeting for tomorrow, and she stated she had no meeting scheduled. She stated that she had me on her calendar for a phone interview on 7/12 and tried me numerous times on the phone, and couldn't leave a voicemail because it was full (all lies, as I have no missed calls from her and only one 15-second voicemail on my phone. Also, not a single email from her. The phone interview occurred on 7/2 (which she had no recollection). She then told me to call her tomorrow, and we would have to reschedule. No attempt to even try and see me tomorrow (which I took the day off from work for). If she had initially admitted to having an issue with double booking me by accident, I would have been fine with that, but to lie and say that she made many phone calls to try and reach me, but my voicemail was full was the last straw for me ( if I tried someone on the phone several times with no luck... I would email them). I have declined to proceed with service from this company. I am a bit skeptical of how a company could be good with taxes, given the fact that they can't even keep track of client appointments.
Client Review of

Rima P. Davejan, EA

San Jose, CA

San Jose, CA
July 18, 2021

Trusting Rima Davejan to fill our tax form cost us > $45.000. My husband and I approached her to fill our tax form in 2018. She checked our documents and although we have not had our insurance forms, she calculated our tax return and told us that we will receive $60 from Federal and $122 from the state. At that time our joint income was $71K. we signed the paper works and it was in July 2018 that we received a letter from IRS that we owe $23k to IRS because we have not provided our insurance documents and there was a failure to report in our income. At that time, it was only 2 years that we have been immigrated to the USA and we were not familiar with the rules. By the time that we figured the problem out we owed $19k more to IRS for 2019 tax year. And all this time she never acknowledged that she failed us. Once, she calculated our tax in front of us in another way (married filling separately instead of Jointly) and with a smile in her face said “oh if we were filling it in this way, you only had to pay $2K even with your insurance issue!! But it is now late so go find someone to help you financing it!!” In past 3 years that we have been dealing with this problem she never reached to us knowing all this problem started with her telling us that we do not need to provide the insurance form. So far, we paid $45k to IRS. We work as care givers. Each of us working in 2 different places and our total pretax income in 2018 was $71k and in 2019 was $ 90k….. It is not a day that I don’t think about what she did to us. You should never trust her with your tax.
Client Review of

Brenda Spurlock, CPA

Smiths Station, AL

Bowdon, GA
June 15, 2021

We were referred to Mrs. Spurlock by friends that had used her services for years. We were hopeful that we would have as good of an experience as they did. In the end, I can say that this was the worst experience I have had with any professional. In the beginning, the process was okay. Mrs. Spurlock nor her assistant were ever easy to get on the phone. However, it was tax season so understandable. Ultimately, I was given the amounts that we would owe to the state of Georgia & others states. We prepared for them to be directly debited from our account. When the debit came through, it was $365 more than we were told. I have asked for our tax returns to be mailed numerous times & as of today, June 15th, we still have not received them. Mrs. Spurlock will not answer calls, emails, or text. I had to request a copy of our returns from the IRS & Georgia Dept. of Revenue directly. I received the returns from Georgia yesterday. Upon looking over them I now know that Mrs. Spurlock filed our return for Georgia wrong. I absolutely understand that everyone makes mistakes. However, she completely stopped responding. It was of no concern to her that she made a mistake & how she handled the situation was completely unprofessional. We started this process in February. I've asked for the copy of my returns since March 17th. Since being notified of the issue with the return, she has not responded to me since May 20th. I am now having to pay another tax preparer to amend my Georgia taxes after paying her $250 in February. I would never recommend using her services!