Most Recent Tax Preparer Reviews

Client Review of

Frederick N. Norman, CPA

Indianapolis, IN

Ocala, FL
April 25, 2023

I used EDU for tax preparation for approximately 8 years after attending a seminar they conducted. I was very pleased with their service even after i retired and moved to Florida. They assured me they had clients living in Florida and had no problem receiving 1099 documents and other information sent either electronically or via postal services. Florida does not levy a state income tax and i hoped this would further simplify filing since only the Federal forms have to be completed. I received the tax check list in mid January and mailed the documents at the end of February. When i received the postal notification in early March that they got the Information i sent, i called to confirm they had what they required. This was the first of many attempts to reach them via phone only to get a recorded message. This is the final day before the deadline and i still have not heard from them. I am deeply disappointed that i have not heard *anything* about my status with them. I assumed they wished to continue our relationship when i received the checklist in January and am scurrying to get my obligation filed during the extension. I am also quite concerned about the documents i sent and if this presents a security threat. Robert Agnew (706) 289-1877 Update: Apparently, this business has been merged or acquired by a company called Interstate Business Management (www.ibmsb.com). The complaint i have registered should now be attributed to this new company. I have finally received an email from them but have still not been able to resolve my tax filing for 2022. Do NOT use this company for any reason!