Worst experience ever. After our previous tax guy retired, we were passed on to Tracy. We sent our personal tax papers in around mid-march. I called AND sent an email on March 28th and was told our taxes had been done and were “in queue”...
Read MoreWorst experience ever. After our previous tax guy retired, we were passed on to Tracy. We sent our personal tax papers in around mid-march. I called AND sent an email on March 28th and was told our taxes had been done and were “in queue” for final review. We thought great, our taxes will be done well before the deadline. FALSE. April 12th comes around and we have not heard anything. No email, call, nothing from Tracy and his team. So I call again. And again am told our forms are “in queue” for final review. Im told that once they are done, we will be notified so we can come in and sign papers and “not to worry, we have until 11:59 pm on the 15th to get these done”. Ok, the deadline may be 11:59 pm but some of us work and do not have the ability to drop everything to go sign papers last minute. Im told there will be a phone call by Sunday night. Only, there is no communication AT ALL. April 15th comes and we decide to give them until mid-day to contact us in regards to our taxes. Lunchtime comes and goes, I call off my personal phone and get sent to voicemail. I call off a friends phone not even 15 minutes later and they answer on the first couple rings. Again, I am told my papers are in queue and they’ve been busy. I understand tax season is busy, but maybe don’t take on too many clients if you can’t guarantee that their forms will be done in time, or if you can not handle the capacity to communicate properly with them. This was the most unprofessional encounter I have ever had. My husband and I ended up stressing out and doing our own taxes Monday night before the deadline due to the lack of competency Tracy and his team have. I would not recommend Tracy to my worst enemy. His services are lacking in every aspect, he is unprofessional, and his secretary is just as bad. You would expect a much better experience when it comes to dealing with something like taxes. To say I am disappointed and disgusted is an understatement. As a comparison, my sister who owns her own business sent her forms to her own tax guy and had them back to sign within 48 hours. Weird. Communication and organization go a long way. RUN THE OTHER WAY BEFORE THINKING OF USING TRACY FOR ANYTHING TAX RELATED. Unless you feel like being stressed until the very last second and being left in the dark with your forms.
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