The Worst 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!
Client Review of

Markita Brody

Hendersonville, TN

Mount Juliet, TN
April 18, 2023

Don't always believe what you read on Yelp.  Sure wish I had done more homework on these people.  If I did, I might not be writing a check for $500 for this fiasco. My husband hired Brody Tax for bookkeeping in September 2022.  We met with Markita Brody on a different matter and she told us about their bookkeeping services. My husband is an owner operator and needs reliable bookkeeping.  So we decided to use Brody, especially after seeing positive reviews.  We left a large amount of receipts and invoices with the front desk assuming they would be handled properly and entered into their accounting software. My husband returned to drop off receipts and invoices for Sept - December in February and discuss tax preparation.  They took the receipts and shortly thereafter we received the tax returns.  They sent a nice little email with returns saying that my husband owed $57,000.  Can you imagine how that made us feel?  I opened the returns and immediately went to the Schedule C to see what they had for deductions.  I'm no accountant but I damn sure know they fkd up huge.  They missed over $70,000 in fuel deductions and more.  I would imagine that an experienced accountant would recognize that a truck driver would have much more than deductions for 3 months but he didn't.  I had to tell him.  Thats when the receipts that were dropped off in September 2022 came into question.  They said the never received them! Wait! What? So, back and forth we go.  They are insisting that I'm mistaking and that nobody in the office remembers me leaving these (6 months prior).  I asked if there was security footage in the building that would prove that we went in with them and left without them. We were in full panic mode!  They kept saying they were looking everywhere and weren't finding them. Eventually, I tried to walk through that day with Heather in the office and remembered that we had brought them in in a shoebox....so the office started looking for a shoebox.  Then my husband remembered they took them from that shoebox and put them in a yellow folder. So I called the office back and told them to look for a yellow folder.  THREE OF THE LONGEST DAYS LATER, we got a call from Heather...they found the receipts.  They were "tucked away" in some woman's desk - apparently known as an "office hoarder". So here we are two months later trying to get our taxes completed and because of the lack of communication on their part, we had to personally file an extension.  We are down to the wire on April 18, 2023 at 4:22PM as of this review.   Oh.....and they are charging $500 for all this.   TAKE YOUR CHANCES WITH TURBO TAX - DO NOT TAKE CHANCES WITH THESE GUYS.