My brother and I were referred to KB by our Realtor in Venice and told they were experts in FIRPTA…read moretax laws with the IRS. We were told by KB that they could file an application for my non-US citizen brother that would waive the FIRPTA withholding since we were doing a 1031-exchange for another property and met all the IRS requirements. Therefore, we hired KB and paid them the quoted flat fee. At no time were we told that the IRS could deny this application, nor that my brother could possibly have to pay the FIRPTA withholding a year later. Contrary, we were reassured multiple times that they handle these applications regularly, that we qualified under IRS FIRPTA laws, and that all the money from the sale could be used for the 1031-exchange. A few months after the application was submitted, we received a new invoice from KB for additional costs (over double the original quoted flat fee) stating that it took them longer than expected to complete and file the application. A lot of this additional time spent was actually with the closing agent who kept stating they still need to withhold the FIRPTA and KB stating that they can release it. If KB handles these applications regularly, why was this all new the the closing agent? Anyways, I showed KB the email proof that we were quoted a flat fee and that we were never told that we could be billed more if it took longer. A flat fee is just that, a set fee for a job or project. If it was based on time, then they should have quoted a base fee with a billable hourly rate. I never heard back from KB, so I assumed they accepted the proof and canceled the invoice. A year later, we found out the IRS denied the application KB submitted on our behalf, stating it was incomplete and did not meet their FIRPTA tax laws. My brother has 20 days to come up with a large sum of money to pay the FIRPTA amount due. Even worse, we had to pay KB additional $500 to file the new form with the IRS, a form I found out later was 2 pages and could be filled out in 15 minutes. As you can imagine, we are both furious as KB did not give us all the information and possible outcomes when we hired them. A certified accounting firm that specializes in FIRPTA should have known that this could happen and advised us properly so we were prepared to pay in case the application was denied. Also, the closing company should never have released the funds from escrow, which they only did based on input from KB via email that I was copied on! In conclusion, KB is NOT a company to hire for FIRPTA tax matters and they do not care about their clients in any way. Instead, they argue with their clients and keep changing their side of the story. I have been lied to at least 3 times now as they try to "protect themselves" because they know they did wrong by us. Do NOT hire this firm, they just want to make money off their clients without doing their due diligence, nor do they advise clients properly with ALL the information. This whole situation has left us in financial turmoil and it could have been avoided. I wish I never heard of KB because we would not be in this mess if they had advised us properly. We also would not have paid for their services if we had known that it could all be for nothing. We would have just paid the FIRPTA at the time of the sale and saved on the additional expenses.

Amazing personal service. Took care of my dad's taxes when he was in the hospital and guided him…read morethrough everything like pros. Really glad they were there for him!

Blessed be Furrcoach.com , Thankyou for the referral . We were satisfied with her ability to juggle…read moreour crazy schedules and help us maintain what we should be doing . Thankyou for helping us evoke better Pet Parent and all the tools that make our lives less stressful with just a different brush . We are so happy to have been able to have an amazing Coach with Harlem

Exceptional service from start to finish! The team at Team went above and beyond to ensure my taxes…read morewere handled efficiently and accurately. They were knowledgeable, thorough, and saved me money with their expert advice. I highly recommend their services to anyone seeking reliable and trustworthy tax assistance.

This Firm is great! Well organized and thorugh. Owner and staff are wonderful and go the extra mile.read more

I have been using Ken and his team for several years now here in Bradenton. Confidant, intelligent…read moreand thorough. What more can you ask for. Personal and Business, turn to Ken for top service!

Mimi was great! My mother passed last year, and Mimi explained to us why we didn't have to file…read morefor her when another tax preparer wanted us to pay $750 to do a final return that wasn't needed. We also had some confusing issues with my husband's retirement that she helped us understand. I definitely recommend Mimi - she's honest, professional, and friendly, and I wouldn't hesitate to use her services again.

Linda is very professional and friendly. She walks you through every step to make sure you know…read moreexactly what you need and what she has to do to get everything done. I will be having her do all my accounting for me and my husband from now on. She is also very reasonably priced for her services and goes above and beyond to make sure everything is right.

Linda always is fast, professional and insightful. She has been our family's CPA for years. She…read morealways makes us feel important and valuable.

Very helpful regarding "post tax return" issues that occurred. Nicole was very professional,…read morepatient with us regarding our questions and offered sound advice .

This was an introductory meeting and in the short time I was with Nicole I could tell that she…read moreknows her stuff! Thank you Nicole! See you during tax season!

Professional and also friendly. Trust him to do a good job and he does ! Highly recommend him.read more

James Finney is the best and fairest tax preparer! He is kind, considerate, polite, quick,…read moreefficient, and explains the process very thoroughly. I've been having him prepare my taxes for years, and he always does an excellent job! I would highly recommend him to anyone who wants their taxes done well.