Well, my parents used this crook, I mean acct. for years as a tax prep. & financial advisor. Even tho he made a lot off usfor yrs.,(I wasn't working, & my mom elderly & on fixed sm. income) he charged us over $300.00 last year to do taxes. I asked him if he could @ least split that up, w/me giving him a check then & there, then next mo. the balance. He said ok @ first, then said no, I don't want to wait for the check. When I asked him for another copy of a past return, he wanted to charge $10.00 + have me drive out to get it. This year, I finally wised up & used a free (for under certain income) tax prep. service. They needed a cost basis statement from a mutual's fund (some stock that were dropping were sold to buy it). He claimed he did not have a copy of it. I contacted the MF co, they faxed to me, n/chrg, I also found an old copy of a statment that helped the new tax prep person ( a great lady, she came in an extra time to help me). I guess I learned a lesson to be more aware of these things...
![]()
![]()
![]()



. I contacted the MF co, they faxed to me, n/chrg, I also found an old copy of a statment that helped the new tax prep person ( a great lady, she came in an extra time to help me). I guess I learned a lesson to be more aware of these things...
Reply With Quote
Bookmarks