The Worst Tax Preparer Reviews

Client Review of

Heather L. Babcock, CPA

Santa Cruz, CA

Santa Cruz, CA
March 19, 2024

Heather was my accountant for four tax seasons for both business and personal taxes. A pattern of mistakes became evident as time uncovered massive professional negligence, and her mistakes cost me thousands of dollars and untold hours of my life trying to remedy them. It was one horrible surprise after another. She takes no responsibility when she messes up because she thinks she is perfect but her many mistakes prove otherwise. Expect to pay high rates for sub par service. You will have to review everything she does with a fine-tooth comb, do your own research to get the deductions you're eligible for (that she doesn't know about), and follow up with the IRS yourself to make sure they got what she says she filed. She does not follow the standards of best practice for her profession to diligently discharge responsibility, and sloppily drops the ball when it is in her court and her job to handle it. Here is a list of the mistakes she made in just four years: 1. First mistake: Didn't voice any concern to alert me to the $250/month/member penalty for late filing my first ever multi-member LLC return. Penalty: $5,000. Result: Abated. I forgave her this mistake because she technically did sneak it in the engagement letter, but the fact she never mentioned it verbally to me or in an email when we were working together on the taxes over the following months is a huge oversight on her part. In my very first year filing taxes for my business I had to use my one and only "get out of jail free card" with the IRS. 2. Second mistake: She did my partner's K-1s wrong and they all had to be reissued. Penalty: Only my own embarrassment. 3. Third mistake: She stuck me with a California penalty for not having health insurance when in fact I was exempt which I found out about years later. Penalty: It was definitely over $1000, I think it was around $1,500. 4. Fourth mistake: She missed the opportunity to reduce my taxable income by using 26 U.S. Code § 721 for nonrecognition of gain or loss on contribution of personal property (my work van) to the partnership. 5. Fifth mistake: She did not follow up on a rejection she received after submitting my 2021 tax extension. The rejection--that I only recently received a copy of--said, "You need to fix errors that caused the rejection before it can be accepted...The helpdesk encourages you to contact them via telephone." She blames me for this rejection because "I told her too late" that I needed the extension. (The deadline day.) But she accepted the task and told me it was done! Rather than properly follow up as requested by the IRS, she mailed in a late paper extension without even getting a certified mail receipt. The IRS did not receive it, which resulted in $5,400 in penalties to my company. I found out about them a year later. Heather never even mentioned to me about the e-file rejection so I could have followed up with the IRS myself. She claims she left me a voicemail, but I never got it. Don't you think she should have tried again or emailed me regarding such an important matter? She claims I should have filed my taxes sooner, but I filed them well before the extended deadline. She points to irrelevant facts and is full of excuses like "it wasn't in her control that the rejection occurred." But it was 100% in her control how she handled it. Sloppy and unprofessional. Heather claims she has a spotless reputation and stellar track record. But in my experience, she has a history of mistakes and lacks the integrity to admit to them. I gave her ample opportunity and time to remedy this last costly mistake and was willing to forgive all the others, but she chose to go this route instead. If you are already her client, beware. Chances are she has already missed opportunities to reduce your taxes because in my opinion and experience she only does the minimum to slide by and is not a top tier accountant who is truly looking out for her client's best interests.
Client Review of

Renel Dorlis

Gotha, FL

Bunnell, FL
February 28, 2024

I am not satisfied with Mr. Renel Dorlis, after a 10 year buisness relationship, I'm hurt to report what has taken place using his services for my 2022-2023 tax filing. After not receiving my 2022 tax return due to IPPIN number not being entered incorrectly I was hoping to file both 2022 and 2023 taxes together with Mr. Dorlis but sadly after agreeing to file them he began to evade and ignore my calls and text messages. After being paitant for weeks I finally decided to cut buisness ties with him not knowing if my taxes was filed or not because he refused to release that information to me. After taking multiple trips to his office to no avail I finally got law enforcement involved which made him comply with giving me back all of my 2023 tax documents which he reluctantly gave back stating he needed to keep them for records although I told him he no longer had permission to file it. I asked him about 2022 documents which lied about stating he filed the tax return days prior as with law enforcement and Coligues present but because communication was via cell phone as he refused to visit his office it gave him time to submit and forge my wife and I e signature without our permission or knowledge that same day 02/27/24 but on documents he claimed we signed on 02/06/24 although we did not reach out nor had contact with him until 02/17/24. Now he refuses to give me copies my 2022 tax return documents and proceeds to charge $2000 for the service that I did not give permission for as well as falsify return in a way that I can't personally check IRS systems for update or status. I have proof of all claims that I'm making as he still failed to respond or send my requested documents I will persue legal actions with Mr. Renel Dorlis.
Client Review of

Matthew J. Beverungen, CPA

Ellicott City, MD

Ellicott City, MD
February 25, 2024

I am deeply disappointed with Matt's services. He completed our taxes in 2020 and 2021. I got a referral from a friend to use him. My husband and I had a very simple tax situation in 2020-21, so all that was necessary was simple email communication. Our taxes were even simpler in 2022 (why we used Turbo Tax for that year). In 2023, I approached him about helping us out again, and he said he could. I uploaded my documents and he sent our free quote, which was about $200 greater than in previous years, due to the complexity of our tax situation, which I agreed was fair. By this time, we had both had job changes and we'd had a daughter. I expressed that I'd like him to wait before starting, because we had a problem with my husband's income. He had received a 1099, but was being improperly classified as a independent contractor, when he was very clearly a full time employee. So I told Matt we needed to sort this out with the employer before proceeding. He did send me a few lines of advice - suggesting ways to remedy the situation and explaining the main expense difference between @w and 1099 (the social security tax cost). Before I saw his explanation email, I expressed I'd like to chat over the phone to explain our situation more, and to see what he suggested. His quick response was, "I really have laid it all out to you, sorry. I don't want to talk more - if employees at that gym are getting benefits, then negotiate for some of that, too, or the cash equivalent." I will be taking my business to an accountant who is willing to talk over the phone to better understand a client's tax situation. It's unacceptable and unprofessional to respond that way to the suggestion of a phone call with a paying client. After I expressed that I didn't appreciate his unwillingness to talk over the phone, he even said "I've gone way beyond what most tax accountants can or will do, already. This subject is tedious and I've given you all the help I have on the subject." We'll see about that. I find it hard to believe there aren't other CPA's who are willing to talk over the phone to fully understand their client's tax situation. I also realized, this year I've got a new job, and Matt didn't even ask me if I work remotely or not. Which I do, 3 days a week. If I'd gone with him he would have missed that entirely. I will be looking for an accountant who actually cares about his clients well being. Thankfully I saw this behavior before paying him! 10/10 would not recommend Matt to anyone who values customer service or peace of mind in the tax filing process.