Business ProfileforM3 and Associates LLP

***************************** was the person who signed off on a few of the returns I had done by M3 and Associates, LLP. So many mistakes made by ************* team. I mentioned to Marilue what deductions I qualified for as a widower, one year she remembered, but the next she forgot (poor record keeping), if I hadn't caught this and other mistakes it would have resulted in $5000 - $8000 in overpaying of taxes. Also, they sent emails about my taxes to the wrong person! They mixed up the email addresses & sent multiple tax related questions/information to another person! Very sloppy! Many mistakes, and when I mentioned them to *********************************** staff, they always would say, "okay, we'll fix it", etc., but they never once apologized for any of their mistakes, and were not apologetic. Also, they switched to an online program that is not that user friendly, and requires you fill out a lengthy questionnaire each year. Honestly it's easier to do my taxes myself & save myself the almost $700 in fees they were charging me each year.

We are very sorry to learn that you were unhappy with our services preparing your tax return a couple of years ago. Our team strives to do quality work and we do apologize for your negative experience with our team. We always appreciate when our clients give us feedback about their experience and we do work to fix any concerns that they may have when they are communicated to us. We are very sorry that you felt that we were not responsive to your concerns. We do utilize technology to try to make things easier for clients and questionnaires are part of the quality control process for most CPA firms. We do however understand that technology is not a good fit for everybody and we try to adapt the processes for our clients to work with each client individually when we are aware of these issues.