The Worst Tax Preparer Reviews

Client Review of

Matthew J. Beverungen, CPA

Ellicott City, MD

Ellicott City, MD
February 25, 2024

I am deeply disappointed with Matt's services. He completed our taxes in 2020 and 2021. I got a referral from a friend to use him. My husband and I had a very simple tax situation in 2020-21, so all that was necessary was simple email communication. Our taxes were even simpler in 2022 (why we used Turbo Tax for that year). In 2023, I approached him about helping us out again, and he said he could. I uploaded my documents and he sent our free quote, which was about $200 greater than in previous years, due to the complexity of our tax situation, which I agreed was fair. By this time, we had both had job changes and we'd had a daughter. I expressed that I'd like him to wait before starting, because we had a problem with my husband's income. He had received a 1099, but was being improperly classified as a independent contractor, when he was very clearly a full time employee. So I told Matt we needed to sort this out with the employer before proceeding. He did send me a few lines of advice - suggesting ways to remedy the situation and explaining the main expense difference between @w and 1099 (the social security tax cost). Before I saw his explanation email, I expressed I'd like to chat over the phone to explain our situation more, and to see what he suggested. His quick response was, "I really have laid it all out to you, sorry. I don't want to talk more - if employees at that gym are getting benefits, then negotiate for some of that, too, or the cash equivalent." I will be taking my business to an accountant who is willing to talk over the phone to better understand a client's tax situation. It's unacceptable and unprofessional to respond that way to the suggestion of a phone call with a paying client. After I expressed that I didn't appreciate his unwillingness to talk over the phone, he even said "I've gone way beyond what most tax accountants can or will do, already. This subject is tedious and I've given you all the help I have on the subject." We'll see about that. I find it hard to believe there aren't other CPA's who are willing to talk over the phone to fully understand their client's tax situation. I also realized, this year I've got a new job, and Matt didn't even ask me if I work remotely or not. Which I do, 3 days a week. If I'd gone with him he would have missed that entirely. I will be looking for an accountant who actually cares about his clients well being. Thankfully I saw this behavior before paying him! 10/10 would not recommend Matt to anyone who values customer service or peace of mind in the tax filing process.
Client Review of

Jeff Mensa-Cohen, AFSP, CAA, EA

Clearwater, FL

Clearwater, FL
February 15, 2024

See other negative reviews from other people at Yelp, Google and BBB. If they try to give you a hug at this place, refuse it and let them know you are seeking a professional relationship. This place accepted payment then completely ignored my tax issue for months. At one point they stated that they were reviewing lots of tax forms that they received form the IRS. That was a lie, the IRS didn't send them anything. These were the following excuses they used for not addressing my tax issues as I paid them to do. Each of these excuses was provided separately and individually at different times as I inquired as to why they had not met the deadline to which they set and agreed to up front. 1. Jeff's dad had just recently died. 2. Denise's dad was in hospice on his death bed. 3. Denise had just gone and visited her father for the last time. 4. Denise's father had passed away. 5. Denis allegedly spent weeks and weeks in California dealing with a funeral. 6. One of their dachshunds was sick and maybe about to die. 7. Their dog died. I had thousands of dollars in IRS debt on the line which depended on a deadline. I am sorry for their personal problems, however they certainly didn't mention any of these problems when they accepted my payment and agreed to a deadline. There comes a point that I don't care about your personal s**t, do what you promised you would do!! If they tell you that you are like family now, WATCH OUT!! Tell them you won't tell them your personal problems, and you don't wanna hear about theirs. I intend to post negative reviews about these people everywhere I can; google, youtube, yelp, everywhere I can find. Please watch out for these liars. They are NOT CPA's they will imply that they have better than a CPA. LIE. Google it.
Client Review of

Lori M. Boehme

Hyde Park, UT

Hyrum, UT
February 12, 2024

Lori Bohme is a fraud! She will do anything to help her clients even if it is commiting tax fraud! I have been going through a divorvce from my x husband for 2 years, upon filing for divorce my attorney asked for the last 3 years of taxes. Come to find out my x was recieving a tax return, which was deposited into his business account that i never had access to! I was always told we owed on our taxes. I never once signed anything nor was I asked to sign. I contacted Stapley accounting and also Bruce Hall Accounting to get any records showing the signatures. I was able to obtain a few, but when i asked Lori for the copies she blamed it on the fire at Bruce Halls office and that her documents burned, which was a lie after finding out from Bruce Halls Accounting that her records were transfered to her BEFORE the fire! I have filed a police report against Lori and my x for tax fraud. I have also recently discovered that Lori is letting my X claim my son every year so the IRS will reject my taxes. I also have my x's last 3 years of taxes showing he and Lori are writing off my vehicle as a business expense on his taxes, which I have paid for my own car this whole time and it has NEVER been used for his business expenses! Loris Daughter was dating my x husbad right after I filed for divorce. She will do anything to get him ahead and financially abuse the other spouce! She is trash and unethical in her business! She needs to have her licence revoked and the IRS needs to audit all of her tax's she has filed!