Client Reviews of Olivia Moreno

I used Olivia Moreno for my 2024 individual income tax preparation, and my experience was extremely disappointing. She prepared and electronically submitted our Form 1040, but she did NOT use her PTIN even though she is a notary and should know better. She filed our return as “self?prepared,” which I later learned — after going to a different tax preparer — is considered "ghost filing", and it is not legal. On top of that, the return was not prepared correctly, and we ended up being audited. Our audit was specifically for the education credit for our dependents which is something that should have been reviewed before the return was submitted. When I contacted her office for assistance, she was unavailable, and I was told she would charge me to look into the problem. I don’t understand why I would be charged to fix mistakes that came directly from her work. I ended up going to someone else. Based on my experience, I do NOT recommend her for tax preparation. Do yourself a favor, avoid the headache, and go somewhere else.

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