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September 2023 by Steffany Duncan
Oh wow. Where do I begin. I called Lisa and set up an appt for her to do my taxes and some bookkeeping. I was very stressed out and she helped me to feel calm after speaking with me. She even got religious and started preaching Jesus to me. Which is fine. She claims to give you peace of mind. She was going to handle my taxes and that was that. That was in April. It is now September and I have heard from her once. I spent hours itemizing and prepping my taxes to be done. I am a single mother, so I don’t have a ton of time on my hands. She has completely disappeared. I have no idea what happened. I called her maybe 1.5 months ago and she answered on the first ring. I was surprised! I asked her about my taxes, and if she wanted me to find someone else if it was too much for her. She said no, and that she had them in front of her and was starting them that day. I have yet to hear from her. I have sent several Emails and called and have left several voice messages. She has completely left me in the dark. I found someone else to hopefully catch me up on everything before the deadline and I asked Lisa desperately for my documents. She is still not answering and refusing to give me access to my documents. It’s very odd. I would not recommend her services. I am a professional organizer, and when I went into her office, I was shocked at the state of it. Total violation of HIPAA all over the place. I offered my services to her for free because I could tell perhaps she was a little bit stressed out. She said she would take me up on it but I still have not heard anything. I’m not really sure what type of business she is running but I don’t think it’s taxes or bookkeeping. I would not recommend this business with any of your taxes are bookkeeping needs.
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May 2022 by Maria C.
Very rude. Extremely unorganized. Spoke to me as if I was a child with the pointing of the finger. Has clients information (SSN, addresses, names etc) scattered everywhere around her office. Poor communication skills. List goes on. Will never go to her again.
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January 2022 by Linda S.
I am 67. Lisa did my taxes in 2019. In 2020, I moved out of state and bought a home. I consulted with Lisa about the home and if she is able to do my taxes from out of state. She touts "I am licensed in all 50. Yes I can do your taxes. " In March of 2021 I paid her immediately after she claims she submitted my taxes, but she has not sent me my 2020 tax forms completed copies. I only received the pages requiring her signature. Since not receiving the copies after numerous and timely attempts, should I no longer trust her word. I have called her office many times speaking to her poor answering service to leave long messages and even spoke to her on 3 occasions where she may have accidentally picked up her phone and she sings like a parrot that she will send my 2020 tax forms without haste, but after 10 months of giving her the benefit of the doubt and believe her words, she has yet to mail my taxes, telling me you don't need to send any money, it was already paid for and a new promise to mail. I've never been around anyone who lies without a moral compass. I recommend that you find another honest tax person. Always do your research when you get one. I have submitted a claim with the BBB and if there is more I can do to expose her type of ethics, I will. Just discovered she is not a BBB member or even licensed with the California Board of Accountancy. Heed my warning about her. Next step...report her to the IRS Complaints Division.
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April 2021 by Scott Conroy
A+++ : I’d highly recommend Lisa at Controller-On-Call to anybody who needs help with anything related to taxes or bookkeeping. She’s an enrolled agent, which means she’s recognized by the IRS for her diligent, accurate work. She’s super friendly, and full of excellent information. She changed my life by inspiring me to get a business license and move from an independent contractor to a business owner. Controller-On-Call is less expensive than H&R Block, and light years ahead in terms of service and work. Thank you Lisa, you’re the best!
