Waterfront CPA Group
Client Review on Waterfront CPA Group
Feedback:
-I had a horrible accounting experience with your office. It is listed as follows:-I was led to believe that a CPA would do my taxes.-At the first appointment, the financial planner (Michael Lizon) who was given to me instead of an accountant was extremely busy. Instead of discussing my tax preparations, he tried to sell me on his financial planning expertise. I said no which didn’t stop him. This is why the hour appointment turned into 2 and a half hours traveling 60miles in each direction.-He promised me that he would get it done before my trip. He did not. I rebooked the trip to accommodate him and made a couple of doctors appointments before I left since I had a two week period for the change. He again attempted to sell me on his financial services once again. I told him to just get the taxes done.-I called again and he informed me that this time he was completed, but wouldn’t tell me about the results. He told me to come in. He wasn’t completed. This visit took an hour and a half and missed my two doctor’s appointments.-He also tried to make me to come in again to pay in order to get a copy of my taxes because he could save me money by using him again. Why, because he is a Financial Planner?-I reported him to the managing CPA who read my taxes. Giving me a Financial Planner instead of being an accountant is called Bait and Switch. It is also misrepresentation chris didn’t disavow Michael’s actions (Chris Fraizer).If you don’t want to acknowledge this report, apologize and show accountability for this incompetence, then I will send the report to The Board of Accountancy as they would like to hear.
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