Wilke & Associates

I’d migrated from working with an accountant who primarily worked with individuals to working with Wilke when my finances became more complicated. I’ve been extremely happy; they’ve made things seem simple again.

I had an appointment with Tara today to redo my 2012 and 2013 taxes. I wanted them to redo my 2012 and 2013 taxes because I wasn’t sure I calculated them correctly since there was a lot of information regarding my Late Mother’s Estate. She asked me, ’”I don’t understand what you would like me to do?” Of course, I was there for her to redo my taxes. I felt really belittled and ridiculed. I mean I know I’m only 1 individual and NOT a Corporation but really? When I made mention that she probably had more clients, she said, «It’s not that. It’s a huge liability. I would need more information.» Really? Well, communicate EXACTLY WHAT you need. I’m not an idiot or accountant. If you need more info on Mom’s Estate that’s not in the packet I gave you, then tell me exactly what you need and where I can get it. If you have dealt with POD accounts and Beneficiary Accounts then you would know where I can get it (Estate Lawyer, 401K Holder,…) But hey, I guess I just wasn’t worth her time. Then I was casually dismissed…