Business ProfileforDeCaprio CPA & Associates, P.C.

We used DeCaprio CPA & Associates for our business & personal taxes for 2021 & 2022. We had numerous issues with our preparer providing contradicting tax advice - like when we were told that we couldn't amend errors in our previous sales & use returns & then months later were told we in fact could. In expressing our frustrations, we often we received snide, unprofessional responses. I never received my 2020 return, which was handled by a different tax professional. On 1/6/23 in a tax planning meeting, I mentioned that I needed to call the state to resolve my 2020 return. DeCaprio CPA & Associates offered to call the state to track down this return for me because they had a direct line for tax professionals and could get it done quicker. They never communicated that there would be an additional fee to do so, and they had an opportunity to communicate that there was a fee and how much that fee was via 2 meetings, 1 phone call, and numerous emails from 1/6/23 to 4/11/23. In the time in between, they even had me sign a POA, and still didn't communicate any fees. On 5/16/23, we received a bill for $185 for this return. This fee amounts to 32.5% of the total $570 return. It took 3 months for our preparer to: - call the state and find out that they didn't have my 2020 return - import the data from my 2020 return, because they had told me it was already prepared - submit the return to the state Had they communicated the fee from the start, I would have proceeded in handling this on my own, and would have contacted my previous preparer to get this resolved. In expressing our frustrations, the preparer refused to acknowledge their lack of communication, and insisted that if I should be upset with anyone, it should be my previous preparer (which is a separate issue). I would like my $185 back, but more than anything I want people to be aware of the lack of professionalism, communication, & organization from this firm. Account No. **** Statement No. *****