The Worst Tax Preparer Reviews

Client Review of

Narima Jeffrey

Brooklyn, NY

Brooklyn, NY
March 12, 2025

I recently had a deeply negative experience with Narima Jeffrey, and I feel compelled to share my story as a warning to others. My interaction with this individual has led me to conclude that she is operating in a manner that can only be described as fraudulent. I strongly advise against engaging with her services or providing her with any form of monetary compensation. My experience began with what appeared to be a legitimate business transaction. However, after I transferred my funds to Narima Jeffrey, communication abruptly ceased. For over two months, I have attempted to contact her through various channels, but my inquiries have been met with complete silence. This lack of response, combined with the absence of any delivered service or product, has left me with no other conclusion than that I have been a victim of a scam. The manner in which Narima Jeffrey conducted herself throughout our limited interactions was profoundly unprofessional. Her initial responsiveness quickly deteriorated, and her subsequent silence speaks volumes about her disregard for ethical business practices. Furthermore, when I did manage to briefly establish contact, her demeanor was undeniably rude and dismissive. It is incredibly frustrating and disheartening to be treated in such a manner, especially after entrusting someone with my hard-earned money. The complete lack of accountability and the blatant disregard for customer service are deeply troubling. I believe it is essential to alert potential clients to this individual's deceptive practices so that others can avoid the financial and emotional distress that I have experienced. Therefore, I reiterate: proceed with extreme caution when considering any interaction with Narima Jeffrey, as my experience indicates a pattern of dishonest and unprofessional behavior.
Client Review of

Vijay P. Kumar, CPA

South Richmond Hill, NY

South Richmond Hill, NY
March 5, 2025

I do not normally give negative reviews. But on a situation today with my parents I MUST get this out. Today my parents visited the Reeana Ramcharran office on 127-16 Liberty Ave, South Richmond Hill, NY 11419, USA for tax filing services with Mr. Vijay Kumar CPA. Upon my parents getting back home - I asked, "how did it went". My mom said she has to pay back $600 and my father $9xx. When I check the copy of the filing my mother had, it shows a different figure (higher) from what she told me. So I told my father to call the person and ask to clarify the amount; My father dialed his number, Mr. Vijay answered: My father asked him about the exact amount my mother would have to pay back and that he mentioned it is $600 when they were in his office as a rough calculation, Mr. Vijay in his loud tone of voice said, "whatever is the amount on the tax filing you see that is what it is you have to pay and DO ME A FAVOR do not come back to my office" and Mr. Vijay hang up the call. ? As for a tax preparer Mr. Vijay it is the clients right to question the filing if they do not understand. But you feel you is very powerful to tell my father not to come back to your office. When you took the payment from them (parents) you didn't have this animal attitude. You were recommended by my father's friend and that's how you got 2 new clients. Whether you do not want to do business with them your reputation is stink here with this attitude you can say it in a more pleasant way. You are what sort of CPA chasing customers/client from your entity?? But you will reach it back sometime in life. Because all the other people who that one friend recommend your business after today, I will make sure they do not enter your office for this service. Your animal attitude for a big grown man leaves much to be desired. You keep that unethical attitude for your family. A simple question was asked, and you went down the line to stop someone from entering your business. Your arrogant attitude will keep you down there. It will flourish your life downhill. You feel you are superior riding on high horses so you can talk down to others. Vijay Kumar you is the most disrespectful CPA I have ever learned about from my parents experience with that phone call. You should be ashamed to call yourself a certified CPA.
Client Review of

Mary Ramos

San Jose, CA

San Jose, CA
March 2, 2025

Subject: Fraudulent Tax Preparation, Forgery, and Financial Misconduct by Mary Ramos (PTIN: P01665538, FEIN: 46-3039035) and Tax Magic I engaged the services of Mary Ramos in 2020 to prepare my tax return for the 2019 tax year. During this process, multiple discrepancies and fraudulent activities were discovered, leading to severe financial and legal consequences for me. Despite repeated attempts to address these issues, the tax preparer and her associated business have refused to provide assistance and have instead engaged in intimidation tactics. Unauthorized Changes to Banking Information: The routing and account number on my tax return deposit information were not mine. During that period, I had two bank accounts, neither of which matched the information on my tax return. This suggests that my refund may have been redirected without my knowledge or consent. Forgery of Signature: My signature was visibly forged on official tax documents. When I was finalizing the documents, Mary Ramos falsely stated that I was signing a simple consent form allowing my refund check to be sent to a bank. In reality, I later discovered that I had unknowingly signed a loan agreement under a joint filing status—despite never being married. Fraudulent Loan Agreement: The loan document, issued by Republic Bank & Trust Company, included an unauthorized joint filing status. The agreement wrongfully indicated that I had applied for an "Easy Advance Loan," which I never consented to or received information about. The timestamps on the document show that it was printed at one time (when I was in the office) but electronically signed at 3 AM, strongly suggesting that someone else signed on my behalf. Suspicious and Possibly Fake Tax Forms: The tax return paperwork provided by Mary Ramos appeared outdated and inconsistent with standard IRS formatting. Compared to documents from reputable tax preparation firms like H&R Block, her documents lacked IRS form identifiers, copyright information, and proper formatting. This raises concerns that the forms may have been created using unauthorized or non-IRS-approved software. Failure to Respond and Avoidance of Accountability: After discovering these discrepancies, I attempted multiple times to contact Mary Ramos to rectify the situation. She initially claimed she would fly back to the state to resolve the issue but never followed through or contacted me again. Despite my continued efforts, I was ignored, leaving me with unresolved financial issues. Retaliation and Intimidation via Legal Threats: After leaving a review to warn others about my experience on Yelp, Muhammad Irfan (CEO of Tax Magic) publicly dismissed my claims as false and accused me of defamation. Shortly after, I received a legal threat from Parker Stanbury LLP, claiming my statements were defamatory and demanding that I remove my review. I complied with their request; however, they never responded to my inquiries or took any steps to address my legitimate concerns. Impact of These Issues Due to the fraudulent handling of my tax return, I have been unable to properly file and receive my tax refunds. This has caused severe financial hardship, preventing me from securing stable housing for myself and my daughter. I am now at risk of eviction, a situation that could have been avoided if my tax return had been handled correctly. Conclusion and Next Steps The actions taken by Mary Ramos and Muhammad Irfan demonstrate a clear pattern of fraudulent tax preparation, financial misconduct, and deceptive business practices. The legal threats issued against me appear to be an attempt to silence my legitimate concerns rather than address the fraud that occurred. I am formally reporting this issue for further investigation and will pursue any available legal and regulatory actions, including: Filing a formal complaint with the IRS Office of Professional Responsibility (OPR) regarding Mary Ramos' conduct.
Client Review of

Gary Schenk

Cherry Hill, NJ

Riverton, NJ
February 26, 2025

I was recommended to this submit a complaint to the DCA about our tax accountant by an attorney from Mattleman, Weinroth and Miller in Cherry Hill NJ. We discovered that he is not a registered or CP accountant. I could not locate his PTIN credentials on the IRS website either. I wish to report unprofessional behavior and fraudulent billing practices by our former accountant (tax preparer), Gary Schenk of Mitchell's Booking Services in Mt. Laurel, NJ. My husband was a client of Gary Schenk for many years. Recently, Mr. Schenk had a dispute with my ex-husband with whom I share an adult daughter. In an attempt to gain payment from my EX husband for services they may or may not have agreed to (I have no financial information at all about my ex), Gary has lashed out against my daughter with ever-growing requests for payment for services never rendered. The range from $200 to $1000. There is no contract. There was no paperwork provided or agreement with Gary Schenk to be her 2024 tax preparer. Gary Schenk is threatening her with court for payment of bills for services that were never rendered or requested. He is also claiming that she defrauded the city of Philadelphia for unpaid city taxes. My daughter moved from New Jersey to Philadelphia in late April 2024. Her address is correct with her employer and her 2024 taxes have not yet been filed; therefore, no fraud has occurred. My husband elected to discontinue our client/accounting relationship with Gary Schenk upon learning of Gary's intentional harassment and bullying of our daughter. We were not comfortable with his behavior and no longer trusted him to act in our best interest. Mr. Schenk grew very angry and has now billed us for a $400 fee for informing him of our intention to sever our client relationship and change tax preparers for 2024 unless we continue to use his services. Furthermore, he is now threatening to sue me for $400 in small claims court for reasons that don't make sense. I have no professional relationship with Gary Schenk, no interest in using his services or having anything to do with him in any way and have never asked him to do anything. I have no idea what this $400 would be for, or how he imagines I owe him anything at all. Gary Schenk is now threatening my husband with $400 or more (the amounts keep changing) and court, for services he claimed he provided - which he did not. I have audio recordings of his threats to tie us up in court and drag it out as long as possible - as retribution for some slight - real or imagined - and try to intimidate my husband, my daughter and myself into paying him. I also have text messages, registered letters and USPS letters to my husband and my daughter. Both of whom are pursuing legal action if at all possible I believe Mr. Gary Schenk to be unstable, unreliable and untrustworthy.
Client Review of

Donna M. Troiano, EA

Brooklyn, NY

Brooklyn, NY
February 20, 2025

Avoid this tax preparer at all costs. I hired Donna Troiano to handle my taxes for multiple years, but her lack of professionalism, repeated delays, and unethical behavior forced me to take my tax preparation into my own hands. Each year, she requests payment in late November, offering a small discount for early payment. While I had always shown her the courtesy of paying early, this year she was especially persistent - bordering on demanding. Yet when I needed my taxes completed efficiently in January for a grant application, she refused, showing none of the urgency she had expected from me when asking for payment. At first, she claimed the IRS hadn’t updated the forms, but when I checked, I found that all forms were available and in good order - meaning she was not being truthful. Then she said she couldn’t do my taxes because her software wasn’t updated and that it would cost her $3,800 to do so. I questioned why she had no workaround, but she had no solution. Her delays aren’t new. One year, she filed my taxes late, leaving me on the hook for penalties and interest, despite the fact that I had provided my tax data to her by March 1. In later years, I made sure to submit my documents even earlier (February or before), but she still struggled to complete my return before the deadline. As a self-employed person, I already do all the pre-work, categorizing my expenses and providing my financials in an easy-to-use format. When I was forced to file my own taxes this year, I realized just how simple the process was - because I had already done all the preparation myself. There was never a good reason for her delays. Despite repeated promises to issue me a refund for the work she didn’t do, she has failed to return my money. When I pressed her for payment, she became defensive and even made inappropriate threats, claiming she had relatives in law enforcement - though of course, police don’t care about someone posting a factual negative review. This is unethical and unprofessional behavior. If you’re considering working with her, think twice - there are many tax professionals who will treat their clients with honesty and integrity.