The Worst Tax Preparer Reviews

Client Review of

Lynne E. McClure, EA

Menlo Park, CA

Palo Alto, CA
September 14, 2017

Run the other way! Lynne McClure instructed me to grossly over pay my CA taxes, and grossly under pay the IRS, by tens of thousands of dollars. It was a financial catastrophe that occurred along with a 2 year IRS audit. She took no responsibility for her mistakes and I had to go to small claims court, San Mateo County, where I was awarded the penalties (Sept. 2016). She was awarded her fees, which I learned was common practice. Please realize that if you get terrible advise, and that advise causes you harm, that there is little recourse in Small Claims Court (so hire a great firm from the start that has a reputation of standing behind their work). Even if you get bad advice, the advice was given, and you have to pay for it. Lynne McClure mishandled the IRS audit telling me to offer to pay 10k or 20k to the IRS to settle!! She also spent a good bit of each meeting with me trying to shame me for my methods of record keeping. She complained about doing her work while charging $300 an hour. I had to put up with it because of the audit, not wanting to switch representation and start all over again at great cost. It was annoying, and very insensitive, given I couldn't change the past. But when I realized how untrustworthy she was, and that she wouldn't stand behind her work and offer to pay for the penalties of her newly discovered mistakes, I had to hire a professional CPA to represent me to the IRS, even in the middle of an audit. I learned the difference between EA and CPA. It was costly and emotionally draining to start all over again. The hourly rate for a very experienced CPA firm was the same, or less (when averaged between the team) than what Lynne McClure was charging. Tom Duffy and his team, of Wubbles and Duffy in San Jose handled the audit and my taxes stood as filed and I owed nothing to the IRS (letter from IRS Nov. 2016). W and D were also very knowledgeable, kind, and professional; nothing like my other experience. In Small Claims Court Lynne McClure lied under oath. The court recognized she lied, and awarded me the penalties. She also used a problematic relationship of mine, picked up from prior friendly conversation about life, to try to defame my character in court; which had nothing to do with why we were there, and was untrue. If she had spent as much time correctly figuring out my prepayments as she did trying to defame me, she may have gotten it right. I have hesitated to write such a review for fear of what this dishonest woman might do now. And I don't want others to go through what happened to me- to find her true nature when they are in the hot seat of an audit, or paying the consequences of bad advise. I did not know her nature for many years, until her morals and business ethic were tested. Nightmare! Beware!
Client Review of

Ina J. Hansen

Bonham, TX

Bonham, TX
August 17, 2017

I was referred by my sister in law to Mrs. Hansen-Summers in February 2017 because we had so many tax issues. Talked to her before hand on expectations before we hired her. She said she could help us and so we brought her all our taxes that needed preparing. This was in February. By May she had still not finished all our taxes. She had not only not finished them but closed her office because tax season was over to go on a vacation with my taxes still not completed and had to file an extension because they were not finished. This is after 3 months of my taxes being at her home. We had tax yr 2012-2016 to be prepared and 2014- 2016 with my husbands business. Everytime I talked to her she was now just preparing my taxes and would not start on my husbands. I worked hard and for a week to get her every expense and everything she asked for on my husbands business.First she lost our original 2014 w2 for my husband. Had to take off work and go get another one. Came to pick up our taxes the other day and none of my husbands business info was listed. None. Her explanation was we was going to pay in if she added it. Previously in May she asked to not add it and I told her no we have to report it and this was the reason we hired her. She said she could help us NOT have to pay in. Now she didnt add it after telling her you have to..to now we have to pay. While we was picking up our taxes my husband said he was missing his 2014 taxes (same one previously lost)and she said it was there. Charged us for it and came home and found out it was in fact not there and that she never included my husbands business. Got ahold of her and she said that she could not find his 2014. Said she seen on her floppy disk were she had his 2014 but never completed it. I brought her this w2 not once but twice and now it is gone and no explanation just an oh well sorry. Then she said to bring all the taxes back to show me where she did add my husbands business info just to prove she didnt and tells us it was because we would have to pay. Not only did our personal info with my husband social security number go missing and we was suppose to be okay with it but she didn't even have our taxes prepared correctly and was even leaving important information to not be reported to the IRS. I thank God I looked at our taxes before I mailed them or we would had been in so much trouble because of this lady. The only thing I got back was my $100 she charged me for the missing 2014 and an attitude. She actually went back that day and added my husband business for just 2015-2016 because we were trying to buy a home and for the year 2015 orginally she had just had he made 6k that year because of a w2 and nothing about his business. She told me they would be ready that day at 5. On my way there at 508 she tells me she has to leave for church and she will be back later after 745 after telling her I needed this today to turn into the bank. l Now there is no telling where my husbands information is and what its being used for. We waited all those months and even had to file an extension for this to happen. We paid $700 for this to take so long and w2 lost and the tax info not even correct.