Client Reviews of Mary P. West

Mary was very forgetful and unorganized. It started with showing up 30 min late for our apt. While she was filing my taxes she lost one of my expense sheets so I had to scramble to get those totals sorted out again. When she packed up to leave and asked if I had any final questions, I said yes, what return did I get back from my working from home expenses? She then told me she forgot to even put them into my taxes and did it last minute. This slip-up would have cost me $800 in returns. Later that night she called me to say she also forgot to input my 4-digit security code which is needed to file. All of this made me feel very uneasy about the quality of work she was doing. Then she sent over one year of my tax returns and it wasn’t until I asked where the year 2022 was that she even noticed she never sent them over to me, again very forgetful. All of these mistakes and not a single apology. A while after my returns were made I found out none of my electronic payments went through. She had no desire to help fund out why, so when I called the IRS and my bank they said the account number she input was only 5 digits long and invalid. I personally handed her a checkbook for the bank I was using to pay my taxes and that was input wrong, causing me to pay late fees. When I reached back out with questions Mary was very unprofessional, and rude. She accused me of wanting her to reimburse me for the late fees and said I don’t know what to tell you. I had no intention on making Mary pay for anything I just reached out for guidance. This whole experience and her level of professionalism were very disappointing and have caused me a lot of stress. I would avoid Mary at Sum It Accounting and Tax Solutions.

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