Client Reviews of Loretta Van Hook, AFSP

Unfortunately, we used Loretta when she was independent and not affiliated with any firm, to prepare our 2020 tax return. We were notified by the IRS but there was a Short fall of approximately $10,000. My wife contacted Loretta, who said she would review the return and contact the IRS of her findings. She picked up the tax return from my wife (to this day, the tax return still has not been returned to us by Loretta) claimed, she reviewed it, and called us to tell us that the IRS was incorrect and that she “straightened it out” and we had nothing else to do. This, in fact, was incorrect we receive more notices from the IRS, adding interest to the amount due. After trying to reach Loretta on several occasions, she failed to respond to numerous emails texts and phone calls causing me to hire another firm to check the 2020 return prepared by Loretta. It was determined by the other firm, that the IRS was correct and I had to pay past due taxes plus approximately $1000 in interest. I intend to seek damages from Loretta through legal action. Additionally, The IRS informed me that Loretta never contacted them since they keep track of all communications. I received a text a week ago on my deceased, wife’s cell phone from Loretta staten with an apology that she would be returning the 2020 return. As of today we still have not received our original 2020 tax return.

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