We first met with Craig and provided an overview of our tax situation. He knew at that time that we had filed late our 2011, 2012, 2013, 2014 tax returns and that our federal taxes return was rejected because they did not include our son's SSN. We requested his services to file amended tax returns for the 2011-14 years and with our son's correct SSN. He said he would take us as his client and requested a $2400.00 retainer fee. The retainer fee was cashed that week. 4 weeks later I sent Craig and email asking for an update on our taxes, he did not reply. A week later I called Craig for an update and he had still not started to look at our taxes. On that call I also reminded him that we would need to get the 2011 and 2012 amended tax returns completed before tax day to still be eligible for prior year state and federal tax reimbursements. Craig had forgot about that and only started to work on our taxes after my reminder. Over the next 4 weeks Craig spent his time asking us to repeat everything we had told him in our initial meeting and he then made excuses how he could not complete our tax returns because he was not aware of all the vital information we had told him at our first meeting (we filed late, federal was rejected, and our son had an incorrect SSN). 8 weeks later and he has still not filed any amended our tax returns. We were screwed out of our $2400 retainer fee.
Craig is not very organized and if your taxes require any level of difficulty be prepared to spend your time repeating yourself over and over and listening to his excuses about why he can't complete your tax returns. At $350/hr we expected more. read more
