Client Reviews of Linda R. Catalina, CPA

We met Linda in 2003 at an event and enjoyed her energy and willingness to get things flying right with our accounting department. She works great with our bookkeepers as a team leader and they look forward to her monthly visit to answer questions and help out in whatever way she is needed. She even takes the team out to a lunch when she arrives. Just an all-around great person that really cares for the work and we never feel less than Priority One.

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What a refreshing personality to have in an accountant! In all my years of working with many different accountants for our trusts, realty ventures, restaurant operations and nightclubs, I have not met a more enthusiastic personable CPA. In addition, she “keeps us out of trouble” with the taxing authorities. One time, she didn’t have the full knowledge to tackle an extraordinary project we faced. She somehow found a team of experts to tie into the job and everything got done on time and on budget.

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We had to close our business a few years back and Catalina was our CPA at the time. She made sure all the accounts were properly closed, kept our bookkeeping on track and there were no glitches with the wind-down of activities. My partners got somewhat hostile and she helped to keep everything calm to the end. We have her do our personal tax returns only now, which are much easier since retirement!

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Mrs. Catalina has been a valuable addition to our financial team. She has worked closely with our internal accountants to help with an intense IRS audit for our corporation that began with our former CPA. She calmed the situation down and saved us over $124,000 in penalties. We look forward to working with her and her group for many years to come.

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POOR SERVICE. RUN DONT WALK! One of those CPAs that doesn't outline their fees, no agreements are signed (just about every CPA works by outlining their work in an engagement letter or some variation), work is delivered on or after the deadline, not before. In a last minute ditch effort, this CPA decided to inform me the day of Oct 15th, 2015 that she could not file my taxes. I was left scrambling to clear my schedule, clear my clients appointments, my client missed out on a huge investment, and I was left to figure out my own taxes and file them myself so as not to miss the extension deadline. What professional would just terminate a CPA the day of filing, and decide to do the taxes themselves for fun, when they know next to nothing about how to do it? Next to none! I have payment confirmation of my filing transmittal to the IRS timestamped before this CPA sends me her attempt at filing on my behalf and an invoice. Once instructed to stop any remaining work after receiving her email at 11:33am, this CPA ignored my request and continued to do work on my filing, and pretends were on great terms now, that she could file them all along, and then sends me a copy of the filing 3 hrs later and an invoice. I am now having to hire an attorney to defend myself against this unethical practice. You do not get to take it upon yourself to do work you were not authorized to do and bill me, then send it to collections in a fraudulent attempt to collect a fee. Once a client tells you to stop work, the only thing on that invoice should be work up to that point. This CPA sends an invoice of work she did AFTER THE FACT, and wants to get paid on it. Not happening. A client of mine witnessed the entire email communication and if this has to go to court thankfully she will be there. This CPA was told countless times to STOP any further work on the filing. When a client tells you to stop you STOP. You don't continue to work and bill them for more time just because you feel you can ignore the wishes of a client and add more time onto the invoice and then send it to collections. Imagine a kid mowing your lawn that you've told countless times you don't need done today, but mows your lawn anyways, and then knocks on your door for payment (this is a simpler example of course). The sneaky way in which this CPA took it upon herself to ignore my direct message to stop, and still continue work in an attempt to collect a fee was so gracefully completed that I am of the belief that this is a common practice. I have since had to hire another CPA, and who has reviewed & and has confirmed that in no way shape or form could this filing she has forced upon us after I filed my own taxes, ever take 3 hours to complete (from the time she was told to stop working at 12pm, she continued to work and send me her version of the filing around 3pm and bill for those 3 hours!). No bookkeeping necessary, & no difficult accounts. How do professional people do business like this? It really makes me sick.