Last year was the first time we chose to work with a professional to prepare our taxes, and we decided to trust Mark with the process. From the very beginning, he was extremely polite, professional, and thorough. He took the time to clearly explain everything we needed to provide and made sure we understood each step of the process, which made what can often be a stressful experience feel very straightforward and manageable. Because of the excellent service we received, returning to Mark this year was an easy decision. Once again, he and his team have been incredibly helpful, responsive, and attentive to detail. They consistently demonstrate professionalism and genuine care for their clients. We truly appreciate the support Mark and his team have provided over the past two tax seasons for us and our family, and we look forward to continuing to work with them in the future. read more

The most unprofessional business I have ever dealt with. Dropped tax paperwork off on Feb 22, 2022. On 3/29 I sent him an email inquiring about my taxes and he acknowledged "I've had it awhile" and stated that it was on his weekend list and he would get back with me. On 4/4 I reached back out to see if he had any questions and I never received a response. On 4/8 I reached back out and he responded with " I will put my hands on the return today and let you know what I need." Once again, I didn't hear anything so on 4/11 I sent the following email: Hello Mr. Dalton, I apologize for bothering you; however, you haven't followed through with your last 2 emails. On 3/29 you stated you would work on our taxes over the weekend and get back with me. Then on 4/8 you stated you were going to put your hands on it that day and get back with me. I empathize with how busy you are especially this time of year, but perhaps you shouldn't take on so many clients if you are unable to follow through on your word. My family will be heading out of town on Friday and will not return until 4/23. We absolutely do not want to file an extension on our taxes. We would greatly appreciate your attention to our taxes so that they may be mailed to the IRS before we leave Friday, 4/15. Sincerely, Rebekah Brooks And his response: Good morning. You are correct. Unfortunately, it is very difficult to plan for staff shortages and other things that happen during the tax year. NO ONE works harder than we do. Folks that don't work in this business don't understand the rigors of tax season, as you have no reason to. As far as your advice to "not take so many clients", that is one way I keep costs down. I did not anticipate being 2 accountants down this year. Your partnership has been extended. And I have reviewed it since we spoke. It was done in a manner different than I like to do things, as we talked about during our meeting. Many firms take the information that you provide, right or wrong, and put it on a tax return. I don't operate that way. I believe that I am paid to look at things from an accountants standpoint. This does slow down the process some, but my clients pay me to get things right, and I respect that trust. I have to make decisions, during the course of tax season, to spend a lot of time on one return or to use that time preparing other returns. Unfortunately, I don't have the time or manpower to focus on fixing and preparing a corporate or partnership return during this busy time. Your personal return is complete to the point of adding the info from the partnership I have also learned during my career that once a client is unhappy, there is little chance of correcting that. I will be more than happy to file an extension for your personal return today and you can pick up your documents and find someone that suits your need better. If you want me to file the extension, please respond accordingly to this email. I have put all the documents that you dropped off at our front desk. My sincere apologies for the inconveniences I have caused. In HIS name, J. Mark Dalton One would think that he could have let us know 6 weeks ago that he was not going to be able to prepare our taxes instead of one week before filing is due. So take it for what it's worth, but I would recommend finding someone else to save yourself a huge headache. read more