Manitou Springs, CO
March 9, 2023
Marilue Beverly was the person who signed off on a few of the returns I had done by M3 and Associates, LLP. So many mistakes made by Marilue & her team. I mentioned to Marilue what deductions I qualified for as a widower, one year she remembered, but the next she forgot (poor record keeping), if I hadn't caught this and other mistakes it would have resulted in $5000 - $8000 in overpaying of taxes. Also, they sent emails about my taxes to the wrong person! They mixed up the email addresses & sent multiple tax related questions/information to another person! Very sloppy! Many mistakes, and when I mentioned them to Marilue Beverly & her staff, they always would say, "okay, we'll fix it", etc., but they never once apologized for any of their mistakes, and were not apologetic. Also, they switched to an online program that is not that user friendly, and requires you fill out a lengthy questionnaire each year. Honestly it's easier to do my taxes myself & save myself the almost $700 in fees they were charging me each year.