I was ghosted by Mr Peterson back in 2018. We had been using him for several years for tax prep…read more During that time, he used 3 different business locations and, eventually appeared to be using someone's office space off-hours (looked like a telemarketing/call-center space). Then he misfiled 1 year and I had to do damage control with the IRS. The next year he delayed submission even after payment of fees and appeared to be trying to work a multi-user license of some tax program that he let expire, and became harder and harder to contact. He finally totally ghosted us. I kept his last voice message to me where he committed to actions that he then didn't follow through with... and no call back after that. We now only use CPAs (instead of tax preparers) because they have their state license at risk.

Hi there. I've had the same CPA for around 8 years. He did a decent job until last year when he…read morehanded me my completed taxes over a smoke break and did not go over them. This year I stayed with him after letting him know I need him to go over my taxes with me not just hand them over. We decided we wanted to buy a house in the new year so he volunteered to do a "check" on my taxes in December 2019 for my lenders so we could find out where we are at. I received nothing back after turning over all of my paperwork. January 15th I submitted the remainder of our numbers for 2019 & all of our 1099 details for our contractors. When I returned back from out of town on January 23rd he assured me everything was filed for 1099s. I couldn't seem to get him to send me copies like he usually does. Daily for months I've been in contact with him and he says my 1099s were filed and gives one excuse after another for 4 months as to why he can't send me copies. I called the IRS in January and was told they didn't see the filing but they can't say for sure as things are backlogged. Months go by with daily communication. He says my taxes are done and he just needs to upload documents. The documents are never loaded. I've asked him for my paperwork back and he refuses. Keeps saying my taxes & 1099s are done! Obviously that's not the case. He's lying. Holding my tax documents hostage so I can't even take them somewhere else without redoing & Requesting every one of my documents. I have finally asked for this to be over after many times asking if I just need to go somewhere else. I told him I was going to go elsewhere if I didn't receive the taxes he says are complete and he failed to comply. I told him I would report him if he didn't give me back by documents and he failed to comply. This is ridiculous that an accountant can #1 lie and say 1099s are sent when they are not after daily follow up for months. Now they are late with penalties from no fault of my own. $300 loss. #2 can keep telling me my taxes are done when they are not. I've been needing them for months for our home purchase, my sons financial aid for camp ($2000 loss), and now my PPP loan for my business ($8,000 loss). He knew every single one of these deadlines including April 15th and just kept assuring me it's done. I'm pretty sure there is an alcohol or drug problem. He tries to say he was in the hospital, on vacation, busy with irs audits etc...the excuses are ludicrous and literally never resolve. Each time he gave an excuse he'd assure me they would be finished that week then nothing. Serval times he says they are done and is uploading to the portal and they are never there. It's one lie after another, after another. This isn't the first time either. I recommend did him to my dad two years ago and he pulled this same thing on him costing him 1,000s for late filings and never completing the work or giving back his paperwork. Since he had done a decent job for me over the years I chalked it up to some kind of anomaly or miss communication and let them sort it out. I'm so mad at myself right now for not seeing his true colors/character then because now the exact same thing is happening to me but instead of ignoring me, he keeps telling me it's done! I don't want to double file so I've been trying to work with him but this is literally insane and I feel like I'm being held hostage. I have hundreds of messages & emails documenting all of this.

Zak did a great job! I started a small business last year. He saved me money... and found every…read morepossible deduction for my small business. He knows his stuff! And was very efficient! I was totally dreading it.. but he made it super easy! I found him on Yelp! One of my best finds to date! Highly recommended!

Zach was super professional and super quick. Definitely recommend this CPA! Came to do a couple of…read morereturns with multiple w2s and states. He handled them with ease.