Charles has been my CPA for many years. He is prompt, pays attention to detail, and a gifted CPA. He is also a good, trustworthy person.
The follow up customer service for personal tax filing services is beyond poor. Took 5 weeks and the tax professional used an address from 2 years ago rather than the address provided on each and every form to include W2's resulting in all our personal information mailed to someone else. The staff then insinuated it was our issue because we didn't make the changes upon reviewing the electronic filing.Their $325 fee for a simple return was the same as the fee charged for a complex return filed last year and when we questioned why they offered to reduce it by only $25. I cannot speak to the way this firm handles it's business relationships, but I can tell you I will NEVER recommend this firm for personal tax preparation.
Takes 4days to answer an e-mail. Does not seem interested. Tells me to google Social Security! Not professional.
Had my taxes for over two weeks and when I called and left several messages Frances would take walk ins and long lunches and never return my calls. The receptionist miss informed my husband and I numerous times on our taxes but wouldn't let us talk to Frances about the outcome of our tax return.
Ruth Marler is a Professional, takes great pride in her work, and will make sure your taxes are done right. She will work hard to assure that you get the money back that is coming to you and make sure you do not overpay. Everything is done within the law and she will do a fantastic job for you. When you go to someone like H&R Block, you are dealing with amateurs most of the time. They are "cut & dry", and they will not find every loophole (within the law). You will not get the same results that you will get with Mrs. Marler. Jim & I have been taking our taxes to Ruth for more than 8 years and have never been more happy with the results. We have had rental property, flipped houses etc. She will take the time to go over your tax portfolio and ask the right questions to ensure you get what is coming to you, within the law. If she has any questions, she will call you.Just remember to schedule an appointment early in the season. She is a very busy year around.