Most Recent Tax Preparer Reviews

Client Review of

Lonny S. Mefferd

Hacienda Heights, CA

Atascadero, CA
December 13, 2023

We were referred by a coworker to hire SLAM Tax Service. They are Brother and sister and brother in law team: LONNY Mefferd, Samantha Mefferd (A266290-tax prep license #) and K. Craig Morris Jr. (brother in law of Lonny Mefferd) make up SLAM Tax SERVICE. Long story SHORT: Lonny Mefferd put my husbands wrong SS# on the tax filing and omitted important information AND did not care to find why the IRS rejected it. Samantha Mefferd who has the tax prep license # did not review his work like she is legally obligated to do. K. Craig Morris is the smooth talker that puts out fires caused by these bad business practices by saying whatever he thinks will get you to back off and not deliver consequences. We have to amend our tax filing report and we received a late filing fee due to all this negligence. They did not fix one thing themselves. *** Please do NOT be confused w “SLAM Tax and Financial SERVICE” out of Montebello, CA. They are an entirely different company. I called them and they said they get a lot of complaints regarding Lonny Mefferd in particular with people that think they are the same company. DETAILS: We sat w Lonny Mefferd after driving 2 hours one way to meet him and 2 hour back. It took him 1.5 hours and he charged us $320.00 for a business tax return on a Sole Prop small company and form 1040 filing for 2021. We met the tax deadline and were not late at this point. IN MY OPINION: This is a take your money and go SLAM dunk - no authentic service after that. They do not proof their work to make sure it is accurate or take your actual numbers and use those #’s. They do not keep their word about anything they say they will do. SLAM Tax Service, City of INDUSTRY is a fraud of a company. Lonny Mefferd filed our taxes and put in my husbands WRONG SS#. No refund for over 4 months so we tried to reach out to Lonny Mefferd. No response. Another 30 days go by months later we still could not get ahold of him or get a response after repeated attempts. Finally we contact K. Craig Morris Jr., married to Lonny’s sister I believe. Then Lonny answers email “I emailed you that the IRS rejected your tax return saying it was already filed for 2021”. He did not email us with the IRS letter ever. And we had NEVER filed 2021 before! He would not look into in any further and would not respond to more emails or phone calls. HORRIBLE SERVICE. Finally we contacted Craig Morris again who did respond but really is just the oil that greases their dishonest and amoral business. Seems like Mr. Morris job is to smooth over the fires that Lonny makes by any means possible. At least he communicates but Mr. Morris does not keep his word when he offers to amend or return my filing fee (to date, his promises have not been kept). He says anything to smooth over and to stall the outcome of a NEGATIVE report being made. 6 months after filing we hired a CPA to look into it and he said Lonny Mefferd put our wrong SS# on our filing. This is just the beginning of understanding how corrupt this company is. We noticed on reviewing closer the entire tax filing that he did not take our home deductions for our business at all. This is a chunk of change equally more than $400 coming back to us. He had the tax return from the year before which showed the home deductions. Those lines are blank on our return and he does not communicate anything about omitting these real deductions. Now it is 8 months after filing return and we notified Craig Morris in a detailed email ALL that went wrong w Lonny Mefferd. Mr. Morris said he could amend our taxes return for us or get us back our filing fee. Days go by. Then Mr. Morris proceeded to text me “I have reviewed Lonnys tax return and Lonny did a good job he just needs to communicate better”. So of course he stalled with his sweetness and then did not follow through with his promises. Months later I get a letter from the IRS w a penalty fee because we had to ref