About - Hart & Assoc

Overall Feedback:

Carol came highly recommended from my Edward Jones financial advisor. However, she made a mistake on my 2015 taxes. She paid the penalty and interest and I paid the additional tax that the IRS said I owed. Then she made another mistake on my 2016 taxes. She told me I overpaid Illinois by $466. I was happy to hear that, but then a few weeks later, I got a notice of overpayment adjustment from Illinois. Illinois said all I overpaid was $62. I sent her the notice April 15, 2017. It is 5 weeks later. All this time I have made numerous calls to her which she has not returned. I repeatedly called her staff and each time they would say she wasn't available but she would call me back. I added the paragraph below on May 23rd, 2017:On May 22nd, her office finally called me back. They said she had looked at the notice and had taken care of it. I asked if the estimated tax payments had changed. The receptionist said they had changed a little but she had taken care of it. So I guess she paid the difference. I am happy it is finally taken care of.