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Client Reviews on Hart & Assoc

    • 4.7
  • 3 Reviews

Most helpful positive review

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By Rebecca Dale Oct 22, 2017

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There are no negative reviews on Hart & Assoc

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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.

Feedback:

I have been with Carol for over 10 years now. She was referred to me, and I have been wealthier for it. She has always been there when ever my wife and I have had a question, has given us great advice to help us for future earnings and preparing for when all of our children move out of the house, and has been an outstanding advisor for my business. I have bben referring her services for the last 10 years, and you will too.

Feedback:

Carol Hart has been handling my taxes and financial matters for so many years I can't remember the start date, 25 years maybe. I have never been anything but pleased with her and her associates professionalism, thoroughness, accuracy and promptness. She not only took care of my personal finances but when I opened my business she was the tax consultant and adviser for the business also.. Her knowledge of changing tax laws I came to depend on and that trust never failed. Don't hesitate in trusting your finances to Carol and her associates.

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