Fermann & Company was the worst accountant I've ever had. They did not carry over some capital…read morelosses from the previous year and did not account for the fact that the Commonwealth of KY does not tax interest income on Treasury Savings Bonds. I found this out because I decided on a firm closer to my home and the new accountant found Fermann & Company errors within 5 minutes of looking at their work. The errors they made amounted to $2962.00 in overpayment on state and federal taxes for that one year. I had to refile that year's return paying the new account for that work. I sent a letter after I received my refund to Fermann & Company telling them of the mistake and asking for a refund of their fee for that year. Fermann & Company ignored my letter. This was most upsetting because if I made a mistake in my profession costing someone money, I would do everything to make it right.

I have used this firm since 2009, in 2022 all CPAs but David retired. I am paying the same price as…read morewhen a cpa did review or at least a qualified accounting assistant but all that is there now are data processors and him. They gave excuses , and filed for extension last year and despite having my taxes to them by Feb 28 had 2 excuses and kept insisting Infid not provide what they needed to proceed. After multi pal request to speak to David, whom is very nice and compitant, never received a phone call from him. Don't think he ever got the messages or system is so broken there right now I have lost all confidence in returning. Sorry I have to leave but NOT getting service I am paying for .

My husband & I have used Helena for our tax preparer for 5 years.She is very knowledgeable abt. the…read morelatest tax laws and great to work with! Always positive & quick to respond to questions. Thank-you Helena!

From the owner: Taxes, Retirement, Income Tax Advisory Service, Retirement Planning, Wealth Preservation, Healthcareread more

I called to get a quote and the woman's attitude who answered the phone was horrible. Made me…read moredecide to go elsewhere

The people are terrible at their jobs No one acts like they…read moreknow what they're doing and I've been going here for a while and the service only gets worse. I got money taken from me by the IRS because they miss typed my information into the computer and admitted that it was the fault and won't do anything to fix it even though I had purchased the peace of mind contact from them and paid them for it as well And it states that if there is a problem with my tax return, and it is an error on their half that they would take care of it up to a certain amount, and I am within all boundaries of the agreement, and they still refused to help me, and I lost thousands of dollars because of them

Super happy with the service! They made filing taxes way easter than I expected. Super…read moreknowledgeable. Fast and easy to work with. Answered all my questions and concerns and made sure everything was done correctly. Definitely recommended if you want a smooth no stress experience!

Best thing they could have done was sold this business. They were horrible. AEH in Mt Orab…read morepurchased the company, but unfortunately has NOT done any better. One of the worst tax organizations I have ever dealt with. Their inability to return phone calls, emails as well as poor basic accounting practices on their own, was enough for me to seek another firm. Here's the funny part, they never returned my phone calls or emails to continue to work so I had another accountant do my taxes, then AEH sends me an invoice work WORK NOT PERFORMED.

I like the fact that I called to ask a question and she was willing to take the time to answer it…read moreeven though I'm not a client. I call that GREAT service! One of these days, I am going to decide that I don't want to prepare my own taxes anymore; she'll have my business... LOL