I rarely write reviews, but the experience we had with this firm warrants one -- if only to spare…read moresomeone else the position we now find ourselves in.
We entrusted this firm with three businesses and personal taxes. That's not a small vote of confidence. It came on the strength of a conversation in November 2025, during which George explicitly assured us he would handle our filings. We heard nothing further -- no requests for documents, no follow-ups, no flags.
On April 13th -- one day before tax day -- I reached out simply to confirm everything was on track. The response I received was that no extension had been filed for one of our businesses, and that the firm would not be filing any of our taxes at all.
Let that sink in.
No prior warning. No email requesting missing information. No professional courtesy of a heads-up. Just a quiet abdication of responsibility, discovered only because I happened to check in.
When I called to understand what had gone wrong, I was told they "didn't have the information" -- information they never once asked for. When I expressed that I was frustrated about the position this put us in, George's response was, verbatim: "You are talking to the only CPA in town that won't be filing your taxes, so if you are just venting, this conversation is over."
I'll be transparent: my error was not following up sooner. I own that. But I think most reasonable people would expect that a professional -- one managing multiple filings for a client -- would proactively communicate when something was missing, rather than simply do nothing and say nothing.
We are now facing penalties in year one of a local business we have worked hard to build. I have documentation -- emails and call notes dating back to November -- that tell this story clearly.
To anyone reading this and weighing your options: choose a firm that treats client relationships as a two-way street. Professionalism isn't just technical competence. It's communication, accountability, and basic respect -- none of which were extended to us here.