August 2023 by Shelly Kramer
My accountant, Boos, retired and this company bought his practice…. To make a short story long: they made mistakes on values, entered $1,800 instead of $18,000 for a receipt. They sent me someone else’s tax form, they missed a 1099 from the list of contractors I gave them, they had missed a deadline for me to save money on taxes. Their site says “expert guidance with a personal touch” = that was NOT our experience. They didnt file C Corp on time when it was clearly early enough to do so and when I brought this up, they said they were not my financial advisors. Do not recommend this firm.
