Andrade & Associates. Inc.

May 2024

I have been using this business for over 30 years - but in the last two years it has really deteriorated. I believe due to new management or change in their structure. In the past we had a CPA do our taxes but two years ago it was changed to preparers - not CPAs. I did not realize that they were not CPAs nor was I told that a CPA would not be reviewing our taxes. As a result significant mistakes were made on our taxes over the last two years. When I tried to discuss this with the office manager Deana I was told that no CPA would have time to look at my return and that the preparers were actually more experienced than CPAs. This all came about because of a sale of a second home that we had purchased in 2021 and sold in 2023. It was clear the preparer I was talking to had little knowledge of the tax code that covers sales of this type. But Deana told me I was wrong about that - the person knew the tax code in this area. Given her response, we had no choice so we switched to another firm that has CPAs. It was through them going through our taxes that these significant errors showed up. Specifically on maximum interest deductions and amortization of points for 21/22. I just hope we do not get audited. Andrade was fully aware that we purchased this as a second home but unfortunately the preparers that had doing our taxes did not know the code enough to file our taxes correctly. So unfortunately I cannot recommend them any longer when I would have in the past.

Apr 2024

Tim Elkins,

I am surprised and offended by you calling me up and showing your anger and taking your frustration out on me. You stated that I blamed you for not asking me where I wanted my tax return to go. Well, you did not ask me! You assumed. You said last year Ed you did not receive your tax return I sent it into the IRS for next year’s return. This mistake cost me over $5,000. In your anger you were blaming me when it was you who prepared the taxes and it makes common sense to ask me. It was not my responsibility. As I remember last year when we spoke about this issue you mentioned what happened was not your first time this happened to you. I believe you...read full review

Apr 2024

Tim Elkins, I attempted to amicably resolve the following issue with you. I am surprised and offended by you calling me up last night and showing your anger and taking your frustration out on me. You correctly stated that I blamed you for not asking me where I wanted my last year (2022) tax return to be sent. Well, you are right, you did not ask me! You assumed. So you sent my tax return to the IRS without asking me first. You said to me in tax return year (2021) Ed you agreed to not receive your tax return so I sent it into the IRS for your next year (2022) return. For the 2022 return you again sent in my tax return without asking me if I wanted to receive it myself or send it into the IRS. You sent it to the IRS. This mistake cost me over $5,000. In your anger/frustration you were blaming me when it was you who prepared the taxes and it makes common sense to ask a client what they wanted to do. It was not my responsibility if you are being compensated handsomely for your work. As I remember last year when we spoke about this issue you mentioned what happened was not your first time this happened to you. For the mishap, you offered to not charge me for doing my taxes in the year 2022. I believe you have been doing my taxes since 2008. In addition, you became sarcastic and made fun of me regarding past tax preparations back in 2008. You did this by saying I brought in chicken scratch paperwork to do my taxes. In all these years you never mentioned anything to me about the early years where I brought in hand written paperwork to prepare my taxes. For numerous years now I have been bringing in computer generated records to prepare and substantiate my taxes. Your disparaging remarks were beneath unprofessional. You took responsibility willingly last year for your oversight and now you're flipping it upside down and trying to make me look like the one that is responsible for the mishap. During your loss of temper and frustrated moment on the phone with me last night you stated you will not be doing my taxes anymore after 16 years. This reflects poorly on you as a person and on Andrade and Associates by not continuing to truly accept your responsibility. Plus, you displaying disrespectful rude behavior. Very disappointed with you Tim. Edgar