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February 2024 by Katie F
This is in regard to dealing with accountant Mr. Flavio.I'm copying and pasting the email that I sent to the firm. After not hearing any response, I called and they did confirm that my email was received and read and my application was archived, with zero intention of reaching back out to me to discuss my issues I'd had:Good Evening,Due to my more than disappointing experience with my appointment this evening with my appointed accountant, I have decided not to move forward with having your firm file our taxes.If you need reasoning as to why, the appointment started 15 minutes late and was felt extremely rushed. There was minimal communication or questions asked, no attempt to see what credits we may quality for.I was insulted when my lack of self employment income this year was questioned when it was half of last year's yet my business expenses exceeded that. This is my second year in business, I keep meticulous records, and if anyone were to come into my store they would see that my shelves are busting at the seams with inventory. I also mentioned that I started a new job today (after 6 months of looking and applying!) Due to those numbers. I should not have to divulge this information, defend myself, or feel on the defense when speaking with my accountant, yet that was not the case.When the charitable donation total was entered, I noticed on the screen and questioned the total being low. I was endured it was correct. I asked him to check the numbers again and sure enough, he was off by $300. He quickly trying to defend himself stating that it probably wouldn't matter anyway, in which I replied that I enter these numbers because they're correct and they should reflect the same way on my forms.I was asked to sign a form, with the fee line blank. I asked what the fee would be and I was asked what my previous accountant Warren Weintraub charged me. Even after pulling up the scanned receipt that Warren had emailed me last year, the accountant wasn't able to match this so I'm not sure why this question was even asked when it was irrelevant. I said that I would not feel comfortable paying anything until after my taxes were complete and I knew what I was getting back.I was told that my taxes wouldn't be finished tonight and that he had to review all of my business expenses that I had printed from an excel file I had created, referencing dates, vendors, expense purpose, invoice number, receipt location and total. Everything needed was at his fingertips but I felt that due to it being 820pm, he was ready for me to leave and him go home.While I was waiting for my appointment, I asked the woman at the front desk how long he's been an accountant and she said he had been with the firm for 2 years. Translate = not much experience. It's difficult to have clients go from an accountant with decades of experience to being passed off to someone incredibly new to the field. We have a certain level of expectation coming in.Due to all of the above referenced issues I had this evening, I feel that my reasoning for wanting to go elsewhere for my taxes to be filed this year (and not be charged for your subpar services), is absolutely justified.Please respond to this email to confirm receipt that that I am to be released as a client in your system with zero financial penalty.
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December 2023 by Gayle Mahoney
Do not use this group. They book every 10 minutes. They rush you through. They treat people horribly. Pick any other service
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July 2022 by Jeanne B
This year was a very good experience. The young lady who helped was very nice and knowledgeable.
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February 2022 by Jerry Goldberg
Some years ago I switched to CSI, best move my family made. they are professional, accurate and very reasonable. Thank you for making tax season easy.
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February 2022 by Jen J
I’ve been having my taxes done here for a few years. I’ve always been satisfied with the professional service and responsiveness. I believe that CSI helped me get the maximum return.
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February 2022 by Jim Jurgens
I can’t say enough good things about CSI. Jack Tinari has been wonderful to work with for several years now.
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February 2022 by John Gates
I have been using the CSI group for many years, their professionalism is second to none .
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February 2022 by Jaclyn Fernstaedt
We have used this group since moving to hillsborough! They are thorough and efficient. We always have a great experience.
