Avoid.
I rarely leave negative reviews, but I feel it’s important to share our experience.
We engaged this firm to prepare our U.S. tax returns and expected accurate, professional advice. Instead, we have experienced multiple amended returns across several tax years, repeated discrepancies between the figures submitted and those determined by the IRS and New York State, and a continual stream of notices demanding additional payments.
The financial impact has been significant, but the ongoing stress has been even worse. Every time we believed a tax year had finally been resolved, another notice arrived with different figures and further amounts to pay. It has been extremely difficult to have confidence that our returns were prepared correctly.
Mistakes can happen, but what matters is resolving them quickly and giving clients certainty. Unfortunately, that has not been our experience. After more than two years, we are still trying to establish what our correct tax liabilities actually are.
Based on our experience, I cannot recommend this firm. If you are looking for an accountant to provide accurate filings and confidence that your tax affairs are in order, I would suggest looking elsewhere.