Poola
Pricing and oversight concerns
I have been using DoneForYouTax.com for my S-corp bookkeeping and tax filings, but I am looking elsewhere for my third year. The experience over the past two years has been frustrating, but on the positive side, I learned to do my own S-corp filings from the level of review and oversight hours I spent with the drafts of their returns. Then for the third year, the annual fee increased by 75%, non-negotiable- their first returns were only filed 3 months ago. So far, no letters from the IRS. Their phone response to the increase was a rapid fire, scripted filibuster. Moving bookkeepers is not easy. Offering a low initial rate and dramatically raising it once switching becomes difficult- Lesson learned. I also needed to review and research much of the advice I received. Guidance varied depending on which EA or CPA was available for 15 minute phone appointments. In one case, I was told that a corrective filing was impossible, only to later confirm independently that it was allowed. That "the IRS goes easy on first year s-corps was not reassuring advice. I completed the filings myself. Advice on retirement plans resulted in lower allowable contributions and an excess contribution that my custodian had to correct, creating extra reporting and potential tax complications. Calls are scheduled in short blocks with rotating tax professionals, some calls were missed or half the time is spent re-explaining the issue. Some return revisions would correct one issue but introduced new errors. I found I was paying them to do the work myself. Two stars for gaining enough experience to do my own filing, if I had to. For my situation, the level of oversight required combined with pricing practices forced me to look elsewhere.