Client Review on kc caldwell cpa, Inc.

Feedback:

I just got off the phone with KC and I'm disappointed to say the least. I've been a business owner for over 15 years and my business has hired three CPAs during that time, KC Caldwell being the latest. His many mistakes within the first few weeks of the 2019 tax season forced us to go back to our previous CPA, whose mistakes now seem minuscule in comparison to that of KC and his staff. 1) They filed 1040s with incomes that were different from what the W2s actually showed, 2) They failed to use all the tax information provided to them such as 1099s, direct deposit account information and etc, when preparing the taxes, and 3) Until today, they still have not completed work that we have paid them to do in 2018. I would normally say that Caldwell & Company could possibly work for individuals with the simplest tax returns (W2 only), but given the fact that they have even managed to make errors on one of our simplest returns and considering their price point, I don’t believe that this is the case. For those returns that are more complex/include more than one simple W2, I believe that their disorganization, below average cloud software and the poor manner in which they transfer information, leaves the possibility of too many errors which could prove disastrous for any individual or organization. That being said, I do believe that KC and his staff are good people, although Francene can be short at times. However, despite how nice they are, the bottom line remains that my expectations from any CPA is pretty simple: 1) that they be knowledgeable of current tax law and regulations, 2) they file returns promptly and with the correct information, 3) that bottom numbers are accurate, and 4) that they provide an overall experience and service that warrants what they charge. Unfortunately, Caldwell and Company did not meet these basic requirements.