3 years ago

Partner, Mark Bader, had been preparing my individ...

Partner, Mark Bader, had been preparing my individual and Corp returns since 2011. Over the years I was handed from Mark to Nancy Finch, Partner, and finally, Jaime Rodriguez. Though I was happy with Mark, Nancy was often unresponsive to emails and slow to finalize returns when most prep material had been provided in February. This year I was demoted from Partner, Nancy, to Tax Manager, Jamie Rodriquez. Prep docs were emailed to Jaime 2-21-18 for my Individual return (corps had been dissolved) with the exception of a K-1 and mortgage/property tax figure provided by 3-16. Though I informed Mark and Jaime I would be traveling and was eager to get my 2017 return completed, the return was not available until 4-14-17. Even then, the 55 page return did not contain a schedule for federal and NY estimated taxes. After ignoring multiple pleas sent via email to provide the information, Jaime finally provided the estimates at 3pm on 4-17 (tax day). As this was past the cutoff time to schedule online payments, I had already scheduled wire payments in amounts that far exceeded the number Jaime provided. Needless to say, I'm changing CPA's...

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