The Worst Tax Preparer Reviews

Client Review of

Harold C. Newman, EA

Temecula, CA

Lake Elsinore, CA
May 21, 2025

SCAM ALERT! Do not give these guys your business unless you want to be ripped off! Not only are their fees beyond outrageous, but the owner Harold Newman is as arrogant and corrupt as they come. They work in numbers. They get very busy during tax season and barely give you the time of day. John, Harold's employee, was the one that did our taxes this year. We spent around 10 mins on the phone for our appointment and then got an invoice for around $800, for simple taxes. Don't even think about asking questions or clarification on your taxes. This will be met with an extreme level of arrogance as if you are out of place for questioning their expertise. For instance, I asked John, since my taxes and income were very similar to the year prior, why the refund amount was different? I am like most people that just want to educate myself before signing documents. Harold the owner emails me and states, "I reviewed your taxes, everything is correct! Utah where you moved to this year, doesn't hand out free money like California does." I was a bit taken back, as all I did was ask a simple question to John who did my taxes, and got a reply back from the owner like this. I did not ask for his political opinion on California, and sure didn't expect to be berated for asking a simple question. Unfortunately, it gets so much worse! Then they royally screwed up my taxes! They filed completely different taxes then discussed on the phone and sent to me on paper in the final draft packet from their office, and refuse to offer any sort of refund or even amend my taxes! They told me I would receive a refund of a certain amount, I paid their fees because of this, and then they filed different taxes. I paid their company under false pretense. They did a bait and switch and now my reund is zero. This is ILLEGAL! Harold Newman sent me an email basically saying it was my fault because I signed the documents online they did a bait and switch on, without my knowledge. I now have to report them to multiple agencies, file a police report for theft, and have my family member attorney file against them, all because Harold let his arrogance get in the way, and refused to value his customers and do the right thing! I just hope people see this and save their time and money by going to a different company for their tax filing needs!
Client Review of

Carmelite Hyppolite

Hollywood, FL

Hollywood, FL
April 21, 2025

Carmelita Hyppolite is a deceitful tax preparer. Her Florida EIN number and her business CBM Multi Tax Services, CBM Multiservices are all INACTIVE in the State of Florida. She types her name as Carelitee Hyppolite on the IRS Tax documents. I went in for her Tax services and she told me she would "make sure I dont have to pay back any taxes". RED FLAG # 1. I work with Uber and I own a home. I had 3 electronic documents from Uber and 1 1098 electronic tax document. She asked her son to print them out and then told me to give her $200. She the told her son that that money is for printing the documents. I was startled but said nothing because someone I know recommended me to her. She spoke about all her credentials, her Christian faith and her life story while I sat there waiting for her to complete my taxes. She then said I needed to pay her $1000. YES $1000! I left her office and went to the bank l, pulled $1000 and brought it back to her. She proceeded to tell her how much she is doing everything to now make me only pay $500 and before she can submit my taxes she need $200 more. That is $1400 in total. I did not sign any document at all in her office or online. She gave me a "completed" IRS 1040 after me requesting it. The document stated that I owe the IRS $572. I also requested a payment arrangement with the IRS. She said she did that. The IRS took $874 from my account. I pulled my 2024 IRS Tax Transcript and everything on the IRS 1040 she gave me is different. She did not file the tax return that she sat with me and complete, neither did I sign it. I am 75 years old and she extorted me. I called her for receipt for the $1400 1 paid her for preparing my taxes and she cursed me on the phone and says IRS took my money and not her. She refuses to give me my receipt. I need to refute the filing of my 2024 taxes and also need an attorney to take his case. This lady is operating under a business that is inactive in the State of Florida.
Client Review of

Connie L. Lorz, EA

Lodi, CA

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.