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Have to admit this experience was a bit uncomforta...

Have to admit this experience was a bit uncomfortable for me. It may be. a great tax office but I did my due diligence before coming in & was basically "turned down" or given misinformation before my arrival.

First, the front desk & whoever answers the phone we're so friendly but when I met Robert he turned me down before even looking at my tax return. Stating "I don't want to take your money". I assume he has a fair thought process for this but it didn't come across that way. He said my tax return wasn't too complex. I appreciate his honesty but I'd remind him that I made a trip to his office & you should always treat everyone with some level of respect.

Not quite sure what he was using as an indicator to not take me on as a client but I've never heard of a CPA firm making someone feel like I was wasting "their" time. Mind you, he still has no clue what my 2017 take home was. WTH is that. Can't help but think he prejudged me. Matter of a fact he recommended I use Turbo Tax. Wow, I definitely felt judged.

My advice to Robert is to commit the time you promise, 1hr, look at a person's return to understand their taxes, & let them come to a final conclusion if they would like to pay to your fee. Otherwise you have people like myself confused as to how you made your assessment that I wasn't worth taking on. News flash my demographic is the new future "hypos" of the world...do your research on the word & demographic.

Disgusting. I am disappointed.

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