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Reviews (1)
Jeff Wong
Nov 20, 2019
If you're super rich and don't care about your fees, they do a good job, if not having been audited says anything. I had my taxes done by this firm, when it was Stewart Archibald and Barney, before its merger with Rubin Brown. The same people are there now. For the nine years that they prepared my tax returns, they raised their fees by 13 to 36% over the previous year for many years with two years when my fee was 9% less, despite no change in my tax situation.
The final year, 2007, my fee more than doubled. The trend alarmed me. I had another firm do my returns. The accountant at the firm asked for answers which I'd given in the questionnaires I'd submitted at the beginning of each tax season. I never had any hint ("You wrote 'X' in your materials--I want to confirm 'X'." ) that they'd read the questionnaire.
I discovered that TurboTax and h&R block produced excellence software for me to fill out the returns myself, saving thousands of dollars and much time. You're paying them to plug numbers into a computer program that you can buy for as little as $20 (simple return). If you have rentals, trusts, estates, partnerships and/or corporations, then maybe you'll pay $70. I know someone who still has their returns done by RB. Their fees are still all over the map, mostly up, by far more than the cost of living changes.
The final year, 2007, my fee more than doubled. The trend alarmed me. I had another firm do my returns. The accountant at the firm asked for answers which I'd given in the questionnaires I'd submitted at the beginning of each tax season. I never had any hint ("You wrote 'X' in your materials--I want to confirm 'X'." ) that they'd read the questionnaire.
I discovered that TurboTax and h&R block produced excellence software for me to fill out the returns myself, saving thousands of dollars and much time. You're paying them to plug numbers into a computer program that you can buy for as little as $20 (simple return). If you have rentals, trusts, estates, partnerships and/or corporations, then maybe you'll pay $70. I know someone who still has their returns done by RB. Their fees are still all over the map, mostly up, by far more than the cost of living changes.
