Terrible, terrible business practices.
We had been using Shawn for 3 years and were very happy with his services - until 2024. In 2023 (2022 return) we provided Shawn with all of our documentation, per usual, in February. We have never extended, and I'm generally uncomfortable with it because we're timely and I don't want to be charged any extra fees. After several follow ups on the status of our return, Shawn let us know that due to a law passed in California, he was going to file our taxes late, but there would be no penalty or fees.
I had to following up in March, April, May and June - each time being told they were nearly done, he finally filed in July.
Shortly thereafter, we received an interest bill from the IRS for $60. When I let Shawn know, he said he "never said anything about interest" and begrudgingly covered the fee. We didn't hear anything else from them until around January 2024 when we received an invoice to prepay (they'd never done that before) to "secure a spot" for 2024... and it was ONE THOUSAND DOLLARS more than they had charged in prior years.
They said "every year we reevaluate engagements and unfortunately yours is one where we had to make an adjustment for it to make sense on our side. We totally understand if you need to make a change to meet budget targets".
We have a fairly simple return of mostly 1099 and W2 income, and one K-1 for an investment property. We were able to find another accountant to file out taxes timely and at the same rate Shawn had charged us in prior years.
They are petty, will not take responsibility for their actions (and anything you owe as a result) and will drop you like a fly even after years of loyal service and many referrals. Accountants are a dime a dozen - look elsewhere. read more