Reviews

Review Details

• Review fromDenise I

  Date: 04/19/2023

  1 star
  My husband hired Brody Tax for bookkeeping in September 2022.  We met with Brody on a different matter and were told us about their bookkeeping services. needed reliable bookkeeping. We left a large amount of receipts and invoices with the front desk assuming they would be handled properly. My husband returned to drop off receipts for Sept - December in February and discuss tax preparation.  They took the receipts and shortly thereafter we received the tax returns.  They sent a nice little email with returns saying that my husband owed $57,000. I opened the returns and immediately went to the Schedule C to see what they had for deductions. They missed over $70,000 in fuel deductions and more. Thats when the receipts that were dropped off in September 2022 came into question. They said the never received them! They insisted that I was mistaken and that nobody in the office remembers me leaving these (6 months prior).  I asked if there was security footage in the building that would prove that we went in with them and left without them. They kept saying they were looking everywhere and weren't finding them. Eventually, I tried to walk through that day with Heather in the office and remembered that we had brought them in in a shoebox....so the office started looking for a shoebox.  Then my husband remembered they took them from that shoebox and put them in a yellow folder. So I called the office back and told them to look for a yellow folder.  THREE OF THE LONGEST DAYS LATER, we got a call from Heather...they found the receipts.  They were "tucked away" in some woman's desk - apparently known as an "office hoarder".So here we are two months later trying to get our taxes completed and because of the lack of communication on their part, we had to personally file an extension.  We are down to the wire on April 18, 2023 at 4:22PM as of this review.