We used the same accountant as the year prior. Upon doing our taxes for the 2023 year, it was determined that our taxes were done incorrectly for the 2022 year. Lisa Bagley also did them wrong for the 2023 year, so twice in a row. She said we owed over 12k in taxes. The reason we started with her was because my husband was 1099 and we needed help as neither of us had done those taxes before. She said she could help us. She then blamed us for everything because she didn't ask us any questions and we trusted that she would let us know what she needed to do her job. We were fined $108.81 by the IRS for having these mistakes. She wanted to charge us $977.80 which is... read full review
July 2023
I used this company to do my taxes. I was happy with them and had no issues. Then the following happened. I am including word for word exchanges between myself and their employees/owner. This began with me asking if I owed the IRS after my 2021 Taxes were filed."On Wed, Oct 12, 2022 at 11:55 AM Julie wrote:Hi Tiffany,I'm sorry I thought I had replied to your email. No, you do not owe the IRS, matter of fact I believe you are getting money back. The deadline is Friday so when can you and Chris both come in and sign the documents? I also have your invoice here for $405.00 and is due upon receipt of your tax return before we file."Next time we communicated... read full review
We used the same accountant as the year prior. Upon doing our taxes for the 2023 year, it was determined that our taxes were done incorrectly for the 2022 year. Lisa Bagley also did them wrong for the 2023 year, so twice in a row. She said we owed over 12k in taxes. The reason we started with her was because my husband was 1099 and we needed help as neither of us had done those taxes before. She said she could help us. She then blamed us for everything because she didn't ask us any questions and we trusted that she would let us know what she needed to do her job. We were fined $108.81 by the IRS for having these mistakes. She wanted to charge us $977.80 which is... read full review
I used this company to do my taxes. I was happy with them and had no issues. Then the following happened. I am including word for word exchanges between myself and their employees/owner. This began with me asking if I owed the IRS after my 2021 Taxes were filed."On Wed, Oct 12, 2022 at 11:55 AM Julie wrote:Hi Tiffany,I'm sorry I thought I had replied to your email. No, you do not owe the IRS, matter of fact I believe you are getting money back. The deadline is Friday so when can you and Chris both come in and sign the documents? I also have your invoice here for $405.00 and is due upon receipt of your tax return before we file."Next time we communicated... read full review
Lori is Amazing.