Client Review on Fred N. Boehm CPA

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I used this service for my taxes for two years. I was new to commercial aviation the first year, so I had a few questions and needed a little explanation. I was not impressed or helped much, but I came back the next year. ...my mistake. From the first call, it was almost routine that I would be set aside so he could attend to other customers. I always felt like an additional, less important, and a nuisance of a customer. I’m paying this guy though right? You will almost certainly see what I’m talking about within two phone calls. On top of that, his phone etiquette leaves a lot to be desired. Expect to be rudely cut off and talked over many times per phone call. He has very little interest in hearing anything you have to say. For a guy who does a lot of work on the phone, you would expect he knows how to have a polite and professional conversation with his customers, and not interrupt them constantly. He does not. This year was the last straw. I had a specific issue about my healthcare coverage and the tax implications that I was unsure of. I could not even get my explanation of the problem out before once again being cut off, made to call back twice, and being told this wasn’t an issue, rudely. There were issues with the return from last year that may need to be addressed. I was concerned over money my family may have to pay or be held liable for because of a lapse in healthcare coverage related to my military service, and he doesn’t even have the time or patience to tell me why I shouldn’t be concerned. It was quite obvious that his first priority was to ensure I knew that no error on last year’s return was his fault even though he prepared them. He was very concerned about explaining his lack of responsibility, and less concerned about my worries and liabilities in addressing the issue. He combined that with cutting me off so often and being so rude that I decided this relationship was over. Here is what you should know. When giving him your tax information, he will make you fill out a note taker. You will spend so much time on the specificity in this note taker, that you might as well just use TurboTax online. You are basically doing all the work you are paying him to do. There is no value added to the service he provides. Frankly, you will spend more time with him and his note taker than you would have with TurboTax, and no one will cut you off and be rude to you. He will not hold himself liable for mistakes either, so no one will back you up if you are audited, or care if you might be liable for a penalty. Finally, the man won’t remember anything you tell him, nor will he write it down. In essence, the note taker becomes a problem because if you explain any nuance of or corrections to the notetaker, they are lost. So later, if there is a problem, everything is your fault because of what you wrote on the note taker, without reference to what you discussed or pointed out after filling out his note taker. Honestly, what are you paying for?? Do yourself a big favor and find someone else to do your taxes, especially if you are in the military or are a pilot. Fly safe.