Business ProfileforUntaxed Confidential

I initially thought she would be a great CPA, but my experience was disappointing. We had to clean up my 2021 taxes, costing thousands, which was fine but then she charged me over $300 for a payroll account I already had, without crediting me back. After I informed her I didn't need payroll help and our 1st Zoom I told her I had these accounts and added her to them. She misspelled my business name on my taxes, causing issues, and blamed her team for not taking her monthly fee, leading to a lump sum payment. She was late filing my taxes despite having my documents since January.By ****, I had no profit and loss or monthly financial statements for 2024 and some of 2023, despite paying for bookkeeping. I received multiple *** and state notices for unfiled documents, and she failed to fix these issues. Resulting in late fees from the state, I terminated her services but still faced delays in receiving my documents. She made promises that never happened. Work that never got done. For Q1 2024 she claim QuickBooks was down and we couldn't meet about my numbers. She promised to record a video explaining the numbers and never did. She stay out of the office or on vacation. I had to hire a new CPA to correct her mistakes, after she didn't submit a my bank statements or video in mid June like she promised. Its now July 26, she submitted offboarding documents but the numbers are still wrong and its over a month later. She charged my account another $500 on July 26 despite not doing her job correctly. I would never recommend her due to poor communication, lack of accountability, and subpar service. How can I trust a CPA who consistently tells me to fix her errors with the *** or state? Unacceptable.

Im sorry that you had this experience. However there were several key facts that you left out in your review, including the fact that you had 4 failed auto payments on auto draft for your bookkeeping that were drawn from an account that was either in a deficit or closed. We fixed this issue by you signing a new auto draft agreement for the remaining 2 months of your bookkeeping. We gave you the choice to pay this without charging you an nsf or a late fee and after 1 month of the invoice being sent, you refused to pay. So by means of the auto draft that you signed, the fees were paid. You also failed to draw any kind of payroll for yourself aside from a $2000 payroll which was done at the end of the year in order to stay compliant with the **** That $300 set up fee for payroll is the payroll that you agreed to let us run for you in order to stay compliant. With that we set up your amount paid based on owners equity leftover after expenses . Again you agreed to us running payroll which is why the payroll set up fee was charged. You were informed that in order o to keep your S-Corp election, you must run consistent payroll and since December you have not because you do not have enough cash flow to do so. The video walkthrough was offered in lieu of us meeting over the zoom however since we did have our final meeting over the zoom a video walkthrough was not needed bc we went through your numbers line by line. You even agreed that the expenses were correct even when you questioned expeneses not included because they were considered loans payable. Once this was explained you agreed. When you came to us you already had a tax problem from a previous preparer who claimed fuel credits that you know you didnt qualify for yet you signed the return anyway and got hit with the penalty for claiming false credits. At that point I could have reported you and that preparer to the *** but I did not and decided to help you. Your entire year you have had a cash flow and business management problem, constantly changing your business name wanting to add sub companies under the company you have. It was very disorganized from the beginning and you admitted that. We have admitted that our team dropped the ball by not automatically sending emails for you to upload statements for bookkeeping which is why your 2024 bookkeeping was behind but that was triggered by your FIVE failed auto drafts and NSFs. It is clear that this is not a good business fit but what the boils down to is that you do not and did not have the cash flow to sustain your own business let alone pay for bookkeeping and business management. As a correction to your statement about your returns being filed late both your 1120S and your 1040 were filed on time. We would appreciate reviews that reflect the whole truth and not one side of the taxpayers story.