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    Lopeza Services

    2.3 (3 reviews)
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    Costello John Tax Associates

    Costello John Tax Associates

    (5 reviews)

    TLDR: Unresponsive, not accurate, rude, and would have cost us thousands…read more This was the worst tax experience of my life. John was very short via email if he replied at all. In addition: 1) He made an error on our HSA contributions that only we found. When pointed out all he did was send an updated return and no acknowledgement. 2) He did not enter the cost basis correctly on Employee Stock Transactions and if we did not point it out it would have cost us thousands of extra $ in taxes. No apology or explanation just updated the return. 3) He never confirmed when the return was filed. While we were out of the country on April 15th he would not respond to emails. When we finally got a hold of him on the phone he said he receives too many emails to reply and this is how he does business. I would not use him unless you have a very simple return and trust that it is right without combing through many pages of returns with no help from John.

    John Costello has been preparing my tax returns for too many years to mention …read more Around June 20, 2021, I received a letter from the IRS stating that they needed more information to process the return. The listed what they needed: a copy of pages 1 and 2 of my return, amounts and dates of all estimated tax payments made for 2020, any documents verifying income and withholding. John faxed the information to them. He said the problem was "identity". The IRS wanted to make certain I am really me! I thought it was strange why they requested estimated tax payment and income and withholding information if they thought it was an "Identity" problem. However, I didn't question John. He said I would just have go wait until they mailed me my refund. As the months went on I kept thinking why did the IRS want estimated tax payment information. On January 13, 2022, I called John and said I was still waiting for my check and that I haven't heard from the IRS since June. I asked him if he could do anything to help me. He shouted, "no, I won't do anything to help you." His shouting upset me more than what he said. So, I made an appointment with another tax preparer for January 18, 2022. The new tax preparer looked over my 2020 tax return and the letter I received from the IRS, and he stated and should me the mistake that john Costello made. I left the office of the new tax preparer, and went to John Costello's office. I pointed out the mistake that he made. He entered my Federal tax payments on the wrong line, and he omitted my estimated tax amount. He tried to say that I did not give him the estimated tax payment information, which is a blatant lie, and i told him so. In June 2021, when I showed John the letter from the IRS, he knew that he made a mistake, and, if he didn't know, he should have examined the return that he prepared. John Costello didn't have the ethics or courage to admit to me that he made a mistake. Tax preparers are each given a phone number from the IRS, so the tax preparer can reach them. John denied this! If he had admitted to me, in June 2021 when I should him the letter, that he had made a mistake, I would not be typing this letter!

    Charles P. King, CPA

    Charles P. King, CPA

    (22 reviews)

    Made several mistakes on our tax return that took a long time to sort out. TurboTax has been…read morecheaper and more accurate.

    TLDR: If you have a very basic tax return or if you are someone who is so wealthy that you often…read morefind people bending over to kiss your feet, Chuck King may provide adequate tax services. If you're anywhere in between, I would recommend looking elsewhere. I was reluctant to write this review because Chuck actually seems like a nice guy who probably got some bad advice from a business magazine in 1987 and took it as gospel--the advice being something along the lines of focusing on wealthy people or people who can do the most for you in return and not wasting much time on the "small folk". That may have worked 25 years ago, but isn't a great philosophy in the Internet age where everyone has a voice. I made an appointment to file my annual taxes with Chuck at least a month and a half before the April 15th deadline. The appointment went pretty well for the most part. He seemed friendly enough and confident in his abilities. My return had a small handful of complications that made it a bit more involved than a basic filing, but nothing earth shattering. There were about 3 or 4 things Chuck needed to research how to file before we finalized the return. That is totally fine. Tax law is complicated and I don't expect professionals to have all of the answers offhand. He told me we could leave things 98% complete and he would figure out how to tie up the loose ends later and confirm with me once everything was complete. He offered to let me pay when the taxes were filed, but I opted to pay on the spot. I'm not sure if this had any impact on what transpired next. It started off normal at first. Chuck would call me to check in every two days or so to inform me of his progress on closing out the open items on my filing. Then he began to go dark on me. I started having to call him for updates. He was not apologetic at all--he was actually frustrated that I was bothering him by checking in on a service that I paid for but didn't receive. He told me his methodology is as follows: for every filing he can't complete on the spot, he puts it into a pile towards the back of his office. When he has downtime, he works on the outstanding items in order from "most important client" to "least important client". These are his words, not mine. As you may have guessed, I was a very low priority/low income client to him and he made that very clear numerous times. To make a long story short(er), I went through a series of very painful emails, phone calls and in-person visits with Chuck to get my filing pushed through. The weaker I was on the phone, the more he tried to bully me, but once I started to (mildly) berate him a bit, he seems to regain some sense and started to act. Some people to respond better to scolding than gentle pushing, and Chuck seems to be one of those guys unfortunately. Chuck literally dragged this out until the 11th hour. Even though my appointment was relatively early in tax season, I had to go to his office the day of the deadline to ensure he filed it. And I had to take the initiative to show up--he certainly didn't seem that concerned about it (after all, I make peanuts--why would the IRS care about me?). Look I get it. People make mistakes. People are busy. People don't have all the answers. But what makes it worse in Chuck's case is that he was never apologetic about it for one second. There was never a "sorry you had to chase me down for the last 6+ weeks" or a "I swear, the service here is much better than this". I just felt like I was bothering him the whole time. I really wanted to like Chuck and there were many times I would look at him and see the "good guy" in him. I don't think his accounting skills are inadequate or that he was out to get me. But unfortunately for him, you can't put someone through what he put me through and be considered "good at your job". One star.

    Lopeza Services - payroll - Updated May 2026

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