Client Reviews of Nancy L. Mergens

Working with Nancy M. was initially a great experience for the first few years. However, since the onset of COVID-19, there has been a noticeable decline in her involvement, with all correspondence redirected through Brad G. It's disappointing that both Nancy and Brad's level of service has significantly deteriorated. Previously, I took the initiative to ensure documents were promptly submitted to meet filing deadlines, including inquiries about the ERC Tax credit. This year, however, there was a sudden change in invoicing, unresponsiveness to messages, and ultimately, my taxes were not completed by mid-July, despite providing our information in a timely manner and requesting an extension. To my surprise, today they abruptly informed me of ending our five-year working relationship. This lack of transparency and professionalism is disheartening. I believe transparency is crucial, which compels me to share this review. If you are considering Nancy or Brad's services, I advise against relying on them long-term, as they have proven unreliable when it mattered most for our business.

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