This was my first time working with Lee and it will be my last. I am not someone to write a review, but he filed my taxes for me, was not personable, kept pushing me to upload all the necessary documents when I had mentioned they were not readily available at the time. Finally as the taxes get filed, he decided to not pay them. It specifically states in his cover letter, "We MUST verify you bank information (routing and account number) EVERY YEAR. Please include in the organizer and/or when submitting your supporting documents to us as a copy of a check for us to obtain the correct routing and account number to be used for DIRECT DEPOSIT and/or AUTO WITHDRAWAL set up for tax refund or taxes due." 2 months go by, I get tax statements from the IRS stating I owe money and interest. Zero compassion, all he said was, "sorry it states in our cover letter we are not responsible for payments." I asked him to point out where he states this, and he couldn't do it for me. So now I owe hundreds of more dollars due to my TAX ACCOUNANT not PAYING TAXES. Seems like that should be included no matter what, being as hes the only tax accountant I've ever worked with who wont complete this step. Would not recommend. ~Dayne
accountant
bookkeeping service
consultant
tax preparation service