I am writing from the perspective of a vendor that was subcontracted with this customer. Since he is a CPA it is relevant that his customers should know that he is prone to not paying someone he owes for services rendered.
Oct 2022
I had the same experience as Jennifer above. My parents used this firm for many years. This was my first year with them. Met personally with Shannon in early March and delivered all of my tax documents to him. Never heard from him again. He would not answer the phone or emails. Tax deadline came and went without a peep from Shannon. Still have not heard from him. I had to file an extension myself at the last minute. Since I know I would owe money, I had to take a wild guess about the payment I had to make. His assistant that intermittently answers the phone makes vague excuses and claims that everyone was "put on extension" late last night and that they hope to have everyone's...read full review
Oct 2022
Not only did Shannon have my tax documents over three months, communication was literally zero. I would call repeatedly asking for an update and would get the same answer "they are being worked on." I finally scheduled an appointment to get an answer as to why they were taking so long, the taxes were completed. However, I waited over 35 minutes to meet with Shannon to discuss my taxes. Shannon immediately told me that he only came into the office today because of me and he didn't feel good. I told him that I was sorry he didn't feel good, but he has had my documents over 3 months. He immediately picked up all my documents, threw them at me, told me to deal with...read full review
Google: 2.3/5
I am writing from the perspective of a vendor that was subcontracted with this customer. Since he is a CPA it is relevant that his customers should know that he is prone to not paying someone he owes for services rendered.
I had the same experience as Jennifer above. My parents used this firm for many years. This was my first year with them. Met personally with Shannon in early March and delivered all of my tax documents to him. Never heard from him again. He would not answer the phone or emails. Tax deadline came and went without a peep from Shannon. Still have not heard from him. I had to file an extension myself at the last minute. Since I know I would owe money, I had to take a wild guess about the payment I had to make. His assistant that intermittently answers the phone makes vague excuses and claims that everyone was "put on extension" late last night and that they hope to have everyone's...read full review
Not only did Shannon have my tax documents over three months, communication was literally zero. I would call repeatedly asking for an update and would get the same answer "they are being worked on." I finally scheduled an appointment to get an answer as to why they were taking so long, the taxes were completed. However, I waited over 35 minutes to meet with Shannon to discuss my taxes. Shannon immediately told me that he only came into the office today because of me and he didn't feel good. I told him that I was sorry he didn't feel good, but he has had my documents over 3 months. He immediately picked up all my documents, threw them at me, told me to deal with...read full review