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    FinelyLedger

    5.0 (1 review)
    Closed Closed
    Updated 2 months ago

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    1 month ago

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    Anita S.

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    Farmer Poklop Hoppa & Company

    Farmer Poklop Hoppa & Company

    3.0
    (2 reviews)

    I chose to use FPHC because a friend raved about them. I knew that my finances in 2025 would be…read morevery different from previous years, and I wanted to make sure that I was planning in advance and that, once tax season rolled around, my return would be prepared accurately. I started working with them over the summer. At that time, I wanted to make sure that I was paying estimated taxes correctly. Soon after my first meeting, I had an unexpected need to liquidate investments that left me with large capital gains. I received advice about adjusting estimated tax payments to reflect this, which I followed. Early this year, they handled my federal and state tax returns. To say there were mistakes would be an understatement. I ended up having to use one of the online tax prep programs, print out that information, and bring it in so that my return could be completed correctly. None of the information that I had provided over the summer was taken into account - I'm pretty sure that, despite conversations with them and a rather unique name, they have two separate files for me and think that I am two different people. Then I got a letter from the state informing me that they were penalizing me for incorrectly paying estimated taxes. Since my income was not consistent, due to the large capital gains received over the summer, they should have completed a specific form. This form had not been completed. I contacted the office and was told that it was MY responsibility to complete this form - it was not something that they would do for me. You would think that, given the fact that I had to provide them with a completed draft return and they failed to file the correct forms, there would be some sort of concession on fees. Not so - between what I paid over the summer and what I have been billed for the spring, they are getting over $1000. I suppose I should consider this a bargain - if I hadn't done all of the work myself, I would have lost over $3000 in refunds! Needless to say, they will not be preparing my returns in the future.

    This firm is very professional and spends time helping and explaining everything to you so you feel…read moreinformed. I had a previous accountant that just threw everything together and never went over anything with me to make sure it was accurate. Scott Storz is who I deal with here at FPHC and he is great! I feel confident that things are correct when I use them. Highly recommend.

    FinelyLedger - bookkeepers - Updated June 2026

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