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Client Reviews on Schram & Associates

    • 3.7
  • 3 Reviews

Most helpful positive review

0 people found the following review helpful

By Alex Othon Oct 16, 2019

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Most helpful critical review

0 people found the following review helpful

By Emily Culver Oct 22, 2019

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Feedback:

I've had my taxes done here for years, and they always do a very thorough job and answer all my questions. Office staff are helpful and friendly, too.

Feedback:

I had my taxes done by them last year because company stock was getting a little bit more complicated. Fran filed my taxes without even asking me if I had health insurance (TurboTax had just asked me without needing the form in the past so I didn't bring it), and if I didn't catch it after I left it would have cost me $2600. Also, I met with them in their South Seattle location and it was the sketchiest place I've ever been to. The windows were boarded up on the front and there was no signage. I called because I thought I had the wrong address and they told me to go around to the alley and approach from the back. The window had their name printed on paper and taped up. I went up to the door and it was closed with no windows, so I hesitantly opened it - it was the right place. However, it was very unprofessional. Fran was not there when I arrived. It was just a bunch of people sitting/standing around (no desk or anything of that sort) and there was a dog in the office (I like dogs, but seemed odd for the first time I'm meeting a CPA). Because Fran doesn't work there all the time, I was taken into someone else's office. The desk was completely covered in papers and stuff. She said something like "Oh, I knew you were coming, I just didn't get around to cleaning it off." So then she cleaned it off and I waited for Fran to arrive. It was a very impersonal experience, and as I said before, she didn't do anything to get to know me or try to find me more money. Like really, missing the insurance thing is one of the simplest things. I work at Amazon. Shouldn't it be obvious to at least think, "Huh? She works full time at a reputable company. That probably means she had health insurance and forgot the form." In the end I did get a couple hundred back above what TurboTax would have gotten me, but that experience wasn't honestly worth a couple hundred bucks.

Feedback:

Good company ran by great people. Always very helpful.

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