The Worst Tax Preparer Reviews

Client Review of

Kristi L. Smith, EA

Puyallup, WA

Puyallup, WA
May 19, 2020

Three words! Overcharging, Non Responsive, Indolent. I paid Kristi Smith in 2016 to file my 2015 business tax and she never gave me a file. I NEVER heard back from her, never a response to emails or voicemails. They NEVER answer the phone. If you leave a message, no one will call you back. To date, May 2020, I haven’t managed to get hold of her, I actually had to investigate to find out anything about the business, it’s all very obscure. This lack of cooperation made ABSOLUTELY no sense, there was never any kind of dispute or unpleasant interactions. Only today I am starting to investigate something very dark that crossed my mind: the ONLY reason this would make any sense would be the fact that she never actually filed any tax for us , so she doesn’t have it and just scammed us out of $580.00 for a relatively simple return, and for which I never paid over $250.00 before. I'm also looking into that now. After much research I obtained her cell number - left message and texted- dead silence. I am now looking into filing lawsuit against her personally as well as Cedar River Accounting, DBA Making Cents. Footnote: there are some similar complaints against her on web reviews. I honestly don’t believe this person should have access to anyone’s sensitive personal data and should be barred from practicing accounting or bookkeeping; therefore I won’t rest until she’s held accountable for the harm she caused me and most likely many others. This is precious time to me that I am spending hunting her down and writing reviews, and it makes me mad. Please steer clear of!!!!
Client Review of

Rockne S. Wilson, CPA

Fairbanks, AK

Fairbanks, AK
May 6, 2020

Be wary of which company you choose to file your tax returns….don’t use Wilson & Wilson CPA, Fairbanks AK. I used Wilson & Wilson CPA and trust me you don’t want to use their services. I thought I was going to a reputable office and provided the CPA with all of my documents needed for my 2019 tax return including information relating to the sale of my home in Vermont. I specifically spoke to Vicki and told her that the Vermont Tax Department requires me as a tax payer to file the RW-171 form to determine whether or not the seller (me) would be subject to capital gains tax on the sale of my home. I advised Vicki to ensure this should be done. When the tax return was completed and emailed to me, I did not see this important form included with my return and called Vicki to inquire why it was not included. She told me that Rocky Wilson said it didn’t matter and there was no need to file this tax form with the state return. I followed up with Rocky who stated the same and would look into it. Two weeks went by and no word from Rocky. With no response I emailed Rocky providing him links to the Vermont tax department and the required tax form instructing him to file the required form. Why should I be doing his job???? After another two weeks Rocky emails me yesterday and again says the form is not needed. I couldn’t believe it!!! I had researched this extensively and my real estate attorney said I was required to file this form with my Vermont return. I called Rocky this morning asking him first “Did you even contact or speak to anyone at the Vermont Tax Department? He said no and again insisted the form was not required. Well, I had!! I was advised by the VT tax department to file the form even if the CPA says no. Plus, their fees are extremely high and their knowledge is substandard! I’ll never use them and you shouldn’t either!!!!