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Client Reviews of Connie L. Lorz, EA
Read What 1 Client is Saying About Connie L. Lorz, EA - A Tax Professional from Lodi CA
Jessica Donahue
Lodi, CA
April 16, 2025
Connie is not to be trusted with your accounting services. I have never in my life dealt with someone so unprofessional and inconsiderate. I brought her my taxes in January. I needed to bring a few documents to complete it. I brought them the same week. She explained she couldn't file them electronically until February. I waited and heard nothing for 2 months. Called multiple times and emailed her multiple times. Finally, I got ahold of her. She said she was "finishing them up and will print everything soon." This was in March. I emailed and called her multiple times because she had previously said my ex husband needed to come sign something. She didn't answer for a couple weeks and finally answered. He went down and she didn't answer the phone and wasn't there at the time they arranged. He then finally later that week was able to sign. I then called the day before taxes were DUE and asked if everything went okay because I hadn't heard anything. She then said that she needed me to sign additional papers too. I said "if you had let me know that, I would have done that months ago." I went down and signed that day. She asked if I wanted what I owed, to just be taken from what IRS owes me. I said yes. Come to find out, they took $2k from my bank account! I am a single mother. This is unacceptable. I called her and she doesn't answer. So I call off of my work phone and she answers. I told her everything that happened and that it's not okay. She made excuses and told me that's not what she asked me. She told me I didn't get her paperwork in a timely manner. Which I did and have the receipts of the emails and calls of me confirming. I got upset and told her that this isn't what we agreed to and I put my trust into her and this was not okay by any means. She called me an idiot and hung up on me. On top of it all, my best friend used her and she told them they were getting back a certain amount and that amount was INCORRECT. Nothing she does is accurate or professional. DO NOT WORK WITH HER. I will never ever work with her, nor will I refer her to anyone.
Services provided:
•
Individual Taxes - IRS Form 1040
•
Tax Payment & Penalty Resolution
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