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First Attempt: All income (both individual and trust) was combined in a single, individual return. They obviously never looked at the previous returns which they prepared. When called on the error, the response was, "Oh, I didn't know there was a trust." This despite the fact that the supporting documentation that my father supplied clearly identified account ownership as the trust. (And, when challenged, they were able to figure out the trust 'split' without any problem.)
Second Attempt: They successfully divided the income between the trust and individual returns and prepared amended individual returns to correct the problem with the First Attempt (which Dad did not challenge and was filed with both Federal and State IRS). But, this time they didn't include the income from the trust's Schedule K-1 on Dad's individual return. (So, if these amended returns were filed, Dad would have received an additional refund to which he was not entitled.)
Third Attempt: They finally got it right. But, Dad owed an additional $450 to the IRS along with the additional expense to send the amended returns. Unfortunately, Dad didn't have the spine to challenge the $350 bill so he paid it without question. (I wish I had handled the whole matter instead of relying on Dad to say 'no' to the $350 bill.)
They will NOT be preparing Dad's taxes for 2013.
If you're looking for a thoughtful, ethical, and reliable financial planning professional,
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