Heilig & Andreotti

It pains to give Dan only one star, but given my recent experience with him, I have no choice. I have had Dan prepare my taxes for the past 12 years, and have always been happy with his services. However, the past year has been a nightmare dealing with him. He repeatedly misled us about him responding to a NYS Tax Notice, resulting in thousands of dollars in extra penalties being added to our tax bill. All the while, Dan assured us he was «taking care of it and not to worry» Then, we found out that he did not file our taxes this year until June, even though we had our appointment with him in February during which he claimed to efile our return. This led to an $ 800 penalty from the IRS. I must strongly caution anyone utilizing his services to think twice, and if you do use him, to be very careful.

My husband and I have been going to Dan for many years and we’ve always been very happy with his service. We’ve recommended him to many friends and family. Unfortunately after the experience we’ve had over the last 10 months, we can no longer recommend his services.
Late 2014, we received an assessment notice from NYS. We immediately forwarded this documentation to Dan. We spoke to him on the phone about this situation no less than three times and re-​sent the documentation via email twice. In late March 2015, I spoke to him in person at our tax appointment about the assessment and physically handed him the documentation. Dan repeatedly assured us that he would handle it. We trusted him because we’ve had a professional relationship with him for years and he never gave us reason to doubt him.
In April 2015, we were in the midst of relocating overseas for my husband’s job and also refinancing our home. Imagine our shock when our lenders alerted us that a tax lien had been filed against us. We wouldn’t have been aware of the lien for weeks if we didn’t happen to be in the midst of the refinance process. We immediately satisfied the lien. I called Dan in a panic. I called multiple times throughout May and sent emails. All of my outreach went unanswered. Our refi ultimately fell through because of the delays in closing caused by the lien.
Finally in mid-​June, Dan himself happened to answer the phone and finally was forced to take my call. He had no answers for me, but requested that I put everything into an email, assuring me he would follow up. I never heard back from him. Last week (now September), my husband reached out in hopes of gaining some clarification on how to obtain a lien satisfaction letter from NYS and how to potentially repair the damage to our credit. Dan acted as though this was the first he had heard of an assessment or lien, claiming that I had never broached the topic with him. His only guidance was to direct us to the NYS Dept of Taxation website. He assured my husband that he would follow up to answer the rest of his questions.
When Dan first began ignoring my calls, I was legitimately worried about him because this behavior is so out of character for him. Now, I’m just confused as to how a well respected professional could behave in such a way. Never mind being completely unapologetic about the havoc his inaction has wreaked on our credit, but he has taken to outright lying. When this whole debacle first began, we reached out to him for guidance on how to proceed. Our only expectation was that he would either make an appeal because he disagreed with the assessment or, if he reached the conclusion that the assessment was correct, advise us to pay it. I just can’t wrap my head around why he assured us that he would handle it if he had no intention of doing so.
We’re now left to deal with the consequences, but hopefully our story can at least protect someone else.

I have been coming here for 11 years now. Great guys!!! Tax returns made easy. Call and get your appointment. You won’t be disappointed. Parking is available right by the building which is huge plus! I was in and out in 30 minutes. Couldn’t be happier.
Thanks Gino!!!