Most Recent Tax Preparer Reviews

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.

She does great work friend kind and quick. Highly recommend.

This CPA is FRAUD! NEVER EVER refer to this person! She does not do her work honestly, demands money for undone work, she lies and is not professional at all! She could not submit even simple tax form for LLC that caused the penalty for thousands dollars!

Amazing and very knowledgeable of new tax laws!

We are extremely satisfied with the tax preparation services provided by Wellness Financial. We had the pleasure of working with Mrs. and Mr. Peters from Wellness Financial for our individual and business tax needs, and my husband and I cannot recommend their services enough to family and friends. Mrs. Peters is an incredibly knowledgeable and dedicated tax professional who went above and beyond to ensure that our individual and business taxes were filed accurately and on time. Their attention to detail, and assistance with bookkeeping, tax planning, and payroll, gave us the personalized approach we were looking for which made the entire process seamless and stress-free. Her professionalism and expertise impressed us, and we will definitely be returning to them for all my future tax needs. Thank you, Mr. and Mrs. Peters at Wellness Financial, for providing us with such superior tax services!

DO NOT do business with this lady or place of her employment. They are dishonest and will scam your refunds and will not admit they are at fault. This place is quick to take your money and will disappear when there are issues, leaving you to do the leg work with the IRS and learning about their deceits. Her ex-husband was sanctioned and not allowed to prepare taxes and she has her son helping her. I am sure they both learned a few tricks from him and using their scheme to scam and benefits from their patrons. I have filed for legal actions and again, this women is no help and nonexistence other than a phone call from her son threatening me after I wrote a bad review based my experience. I am sure I am not her first victim and others are afraid to come forward from the non-speaking Asian community.

Oh my gosh I can not recommend Jakob and the team he is a part of! They where very professional quick, fast and in a hurry. He had answers to all my questions and if he didnt he found out for me! I am just a simple return but he helped me out greatly. I recommend anyone go to Dallas Tax Solutions!

Richard Monfee has been doing my taxes for many years. He does not keep up with current tax laws as i had to do that research for him. He also does taxes for strippers and hookers in exchange for sexual favors. So if you are looking for someone willing to commit tax fraud he is your guy!!! It just will cost you more than money!

Do NOT hire Alexandra. Working with her has been the worst experience of my entire professional life. I'm still trying undo the damage she has done to my business in terms of IRS tax status, lack of tax filings, and various other accounting related debacles.

Tax professional is FAR from what this woman is. As everyone else has stated she’s a SCAM. In January 2023 I sent her all of the information that was needed to prepare my return. After texting and emailing her daily requesting a copy of my return I was left with no answer every time. By June she still had not filed my return. Mind you she had been paid for this service that was assumed to have been completed when she said it was. She mentioned the amount I should be looking to get back. I recently, August 2024, received a letter in the mail from the IRS stating I owed $7,000 which I was NEVER aware of. Now having to pay another accountant to review what she had provided to me, she never even filed my NY State taxes and she also claimed false information on my return. But again I was never able to review them because SHE NEVER SENT IT. When it was eventually sent she didn’t send them in their entirety.

She’s a fraud! She over charges, adds false information to you tax for to get you “more” money and never actually send your taxes off. Not to mention she never uses her PTIN #. She will not answer your calls, won’t return your money nor a phone call. She simply turns her phone off. I reported he to the IRS, but something can only be done if more people come forward and report her also.

After filing my taxes with Christian Mendoza had to pay the IRS over 4K because of his mistake. After asking for help about this he refused to help and stop answering my calls. Please do not file your taxes with this guy or anyone in Global Tax & Accounting Group or any of his companies. I wish I had search for reviews before I went there, he has multiple negative reviews in different sites.

I've been using their services for over 10 years, and I couldn't be happier. They are professional, reliable, and always make the tax process easy and stress-free. I was once in urgent need of tax returns forms, and they were prompt and made things happen quickly. Their attention to detail and commitment to customer satisfaction are truly outstanding. Highly recommend!

Great service as well professional timely manner. Perfect result with any tax questions you have or don’t understand. I would recommend her to any one that needs a safe and secure environment for taxes to be prepared!

I took him my taxes 3 years ago still haven’t got them back and won’t reply to any of my messages so don’t count on this guy for any help

I have used Adam Wheeler CPA for more than 20 years and his experience and professionalism and knowledge is off the charts. He knows the law, he knows the tax laws and he knows how to file with both the IRS as well as any state requiring state tax filings. He and his father Rocky are the best tax preparer team in Orange County, California that I know of. They are part of my professional financial advisor team. I would recommend them for anyone needing the BEST tax professionals in your life.

She filed my taxes since 2018. She put different tax credits on my return that I did not ask for. Have proof and messages t show. After viewing my transcripts I filed a fraudulent complaint with the IRS. She did not want to fix my taxes for her mistake.

This guy never returned my phone calls or emails and I recently found out he never filed my taxes from 3 years ago let alone the last 2 years, please be careful who you get to do your taxes.

David Kasperik is the most thorough, kind, straight to the point, knowledgeable tax professional I have ever had the pleasure of dealing with! If you're lucky enough to get on his schedule I recommend doing so you won't be disappointed. The knowledge this man has and stays so current with all tax laws and everything going on up-to-date simply amazes me. He helped me with all my corporate adventures,all of my corporate taxes and personal. Takes care of all my accounting and my bookwork for my business. Does my payroll. He's a one stop shop for the business owner. You cannot go wrong with David Kasperik

I highly recommend QuickTaxnBooks.Com to anyone looking for reliable and knowledgeable tax preparation services. They go above and beyond to ensure their clients are satisfied and informed. I will definitely return next year!