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By: toml168
Grass CPA & Associates
A friend had been using Charlie for their taxes and thought it would be a safe recommendation. After I had met with him and talked to him about our taxes, I did not feel confident with his recommendation. The process he recommended would require additional paperwork and time to file the documents, which would result in additional costs or fees for him. We placed a retainer since the deadline for the taxes was coming up rapidly and we needed to file quickly. In the meantime, I consulted with a different CPA regarding our taxes and this CPA offered a simpler solution that did not require additional forms and costs. Most importantly, this other CPA recommended a tax credit that Charlie never mentioned. I questioned Charlie on why he did not mention the tax credit, he stated "oh, yah, I would have done that". We took our business to the other accountant and Charlie curtly expressed his opinion when we told him we were making a change and did not return our entire retainer fee, he charged us for the consultation visit. When I called him back to ask about the fee, he rudely stated that is the fee and said we are done and hung up on me. Our mistake was putting a deposit for the retainer, he did absolutely no work on our taxes and we had to pay for incomplete advice

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