The Worst Tax Preparer Reviews

She’s not credentialed and is offering services that she is not legally allowed to. Her advice is super basic and limited but to people who don’t understand taxes they will think she’s the greatest. She’s a bookkeeper. She doesn’t understand taxes, trusts, or anything. She’s charging CPA prices for someone with the knowledge of an accounting intern.

I recently had a highly disappointing experience with Ms. Bettye Patton of BJP corp, a tax preparer that I cannot recommend to anyone seeking professional assistance with their taxes. She demonstrated a complete lack of professionalism, overlooked crucial forms, displayed a startling lack of knowledge, and, to make matters worse, adamantly refused to correct the mistakes made. She filed my LLC return in 2022. I had spent a lot of time correcting her mistakes on getting all information right despite sending all the needed information. She made numerous grammatical mistakes and when I pointed out that some entries are not made, rebuffed me saying every tax prepared has their own way and she will ensure that my returns are filled to the letter. Since my experience was not good, I learned about tax filing for this year and started preparing my own taxes. That is when I discovered that in 2022, she overlooked a crucial piece of tax returns- she did not depreciate my business property and told me that she had done everything that needed to be done. When I emailed her to look into it and file an amendment, her first reply was lack of understanding as if I mentioned something she was unaware of, then she said that its there behind the software and I am getting depreciation but it’s just not visible on 1065. I asked her to show me the evidence and told her that I can’t see any entries on 1065, no 4562 form and no line 14 entry on form 8825, she went offensive on me and flatly refused to address this saying “I would like for you to seek another preparer to assist you going forward. I decline to continue to work under these conditions and do not have any time available to support the unfounded matter you are creating.” I thought that tax preparers have a duty to acknowledge and correct their mistakes and she refuses to do so. This negligence resulted in incomplete and inaccurate submissions, exposing me to potential legal and financial repercussions. Despite my attempts to rectify the situation, the preparer was unapologetic and dismissive of their oversight, demonstrating a clear lack of accountability. Because of this I did not claim all my depreciation, now must file amended 1065 with new K1 that will result in amended personal return. I do not have access to her software, so I have to reduplicate all she did on my own from scratch or pay someone dearly to do so. Equally concerning was the her apparent lack of knowledge. Basic tax concepts and regulations seemed to elude them, raising serious questions about their qualifications and competence in handling complex financial matters. It was disconcerting to realize that I had entrusted my financial information to someone with such a fundamental lack of expertise. Perhaps the most frustrating aspect of this ordeal was the tax preparer's refusal to correct the mistakes made. When presented with evidence of their errors, they stubbornly insisted that the filing was accurate, further eroding any trust I may have had in their abilities. This lack of willingness to acknowledge and address their mistakes is inexcusable and reflects a profound disregard for the well-being of her clients. In conclusion, my experience with this tax preparer was nothing short of a disaster. From unprofessionalism to overlooking crucial forms, coupled with a lack of knowledge and a refusal to correct mistakes, this individual fall far short of the standards one should expect in a professional service provider.

I hired her to prepare my 2023 taxes and I was scammed. She made me use a cash app to send her money and then ghosted me. Unfortunately, I am not the only one who has been scammed by this woman. Please look her up on yelp and the bbb.org and read the reviews from other victims. I will report her to the IRS and police department.

Terrible. I got audited because of an error on Raes part. Rae was so unhelpful. Rude and slow staff.

We have been going to Birk tax since 1985. Way before Jen was there when it was her stepfather Bob. I’ve never had an issue up until now. I’ve been trying to reach the office for the last six weeks because I need to change an appointment that I have scheduled next month as we will be out of town. I have emailed, Voicemailed and emailed them through the portal and even had a friend who lives right by the office stop by to see if anyone’s there. Unfortunately, she was only able to go by during a lunch hour. And though the name is still on the door and it looks inhabited, no one was there physically. This is so uncharacteristic of Jennifer that I just sincerely hope nothing bad has happened to her. Her old assistant was amazing. And I know she hired a new one. But if indeed, the office is up and running, this has to be the worst case of Customer Service I’ve ever experienced. I’m not giving up. I keep reaching out to them. But it does appear that after almost 40 years, I may have to find a new tax person to use. I’m so disappointed. if anyone has any way to reach them, please post it on this form. I’m desperate. I hate to give such a low rating as normally it would be a solid 5!

I was referred by a colleague to “CPA Jay” & used him as my CPA for the last 5 years. The last 2 have been terrible working with him. I literally texted him an outrageous number of times to complete my returns on time which were always past the deadline. Each year he filed for extensions so it was no big deal until this past year his extension was denied & he did nothing about it & never even told me! I waited 4 months (since March) for him to complete my returns by July, I paid my tax bill a week after they were complete, he then waits 2 more months to submit my returns to the IRS resulting in a $9k tax penalty bill due to him not resubmitting the failed application extension, 100% his failure. The 1st I know about any of this is October when I received the $9k tax penalty bill for paying late, he never told me anything about it! I ask him about it & attitude is all I get, no responsibility for his lack of paying attention or refiling the extension. I fire him then I come to find out “CPA Jay” isn’t even a CPA! CPA Jay is also involved in a lawsuit, just Google his name. Stay far far away from this liar, Jay is incompetent, blames his phone for “acting up”, always has a doctor’s appointment or vacation that is more important than him doing his job. You will learn even more about him if you just google, none of it is good, all these things of course I find out after I fire him. My new CPA is attempting to get the penalty removed based on his complete negligence which was submitted with pages of proof from texts & emails between him & I.

If I could write -10 I would~ DO NOT USE THESE ACCOUNTANTS. They messed up my sons S- corp filing in 2021 so badly by not filing on time and then trying to change the date. They also put his SS # instead of his Tax ID rendering him NON EXISTENT! We only found out this year after his new accountant filed electronically and it got kicked back! It not only cost him several thousand dollars ( over $3000) in back taxes they refused to give him the $1000 they charged back saying FALSLY "they could fix it!" They actually said " MISTAKES HAPPEN" Can you believe that?? THEY ARE NOT HONEST AND THEY ARE NOT ETHICAL! He had to have another accountant refile and the penalties are severe. They are the curse that keeps on cursing. BEWARE OF THIS HIGHLY UNETHICAL FIRM!

Her requirement for upfront payment often results in delayed tax completion, leaving clients in a difficult position. This unprofessional behavior reflects poorly on her services and integrity. I found her lacking in expertise and professionalism. I would strongly advise against hiring her for tax preparation services.

Scam artist stay far away from William F Tracy I lost my house, had to file bankruptcy and he caused hardship on me and my family. Stay away from this guy.

I do not recommend! She is bad at this. I still haven’t gotten mine and it’s about to be a year.

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

I paid this accountant 500$ to file my federal, state and local taxes and he forgot to file the local taxes because I received a letter from the IRS stating I neglected to file. I called and emailed him for 2 weeks and he said he would do it. Next thing I know he’s threatening me to not call him again and that I didn’t pay him to do my local taxes and hangs up on me just when it’s about to be due. This guy is a scum bag and thief and can not be trusted.

Complete fraud. He pretends to be this eloquent individual but he is just ghetto in a suit. I paid for my 2022 filing and months later I was charge for the same amount. He gave me the runaround and told me he would “find a solution” once tax season started. This is what I call theft.

warning this lady signs contracts, than disputes the contract aking like she didn’t read it correctly twisting the contract to suit herself. After signing a contract with her and going over the contract several times with her she hired me to work on her property at about 98% completed she doesn’t answer text emails or phone calls creating issues than tells me i cant read my own contract correctly cancelled work after materials purchased labor done and trys to state she owes less than the contracted agreement owing $3,000 dollars to this company. She can’t even read a contract correctly claiming less price on contract after signing and dates the agreement amount very misleading a signed document manipulating a legal signed contract to suit her self twist and cheat hard working honest folks out of labor and materials now you tell me would you like her working on your documents?

This is a terrible man! He took my paperwork, hasn’t filed my taxes. He is now blaming me for not providing information. Will not return my paperwork so I can go else where. He has avoided my calls and my texts. I called from another phone and answered right away. He then started again blaming me. I have begged and begged to get my paperwork back due to needing taxes done to buy a house. Won’t give me my paperwork back. My taxes aren’t done it’s been months, now past the file dates and is again avoiding me. Please avoid him at all costs. I’m afraid he lost my paperwork and now has my personal information.

Vadim is also a Loan officer and he modifies taxes for his clients to be able to do mortgages for them. This is fraud for housing. Sometimes he does that without client's knowledge or appropriate consent. I would recommend avoiding Vadim's services to save yourself from audit.

Warning stay away from Itsa Aguero, very dishonest tax cheat lyer. Don’t trust here with your money.

I wouldn't refer anyone to work with this organization. I had them do my 2021 tax return and since them I have received 3 letters from the federal and state government informing me I owe ~$16k more than what they submitted in my tax return. I have tried to contact this firm multiple times to help resolve the issues in the letters I received and not once did they respond to my calls or emails. If you want your taxes done correctly and want customer support during the tax return process, I DO NOT suggest hiring this firm.

Tax season is about here so if you want your taxes done don't do Business with Lawanda Drayton. The worst experience ever when it comes to taxes. She gets paid and you get nothing.

The worst customer service I have ever received in my life. Not to mention taxes were done incorrectly. Tried many times to get a hold of her and will not answer any calls or texts. Do yourself a favor and avoid dealing with IRS problems. Instead of getting a refund now the IRS is charging me $1,900 due to incorrect information on my tax return.