Julie Shaw Tax and Bookeeping

We had our tax returns prepared by Julie the last 5 years. She seemed thorough until we spoke to other individuals in the same financial situation and realized she may be missing deductions, etc. that were in our best interest. We have since moved to Virginia, but continued to use her services until she told me I was «wasting her time» and «playing games» after asking a completely legitimate tax question. She also lost an e-​mail from me containing all of my and my family’s personal information and tax documentation. Completely unprofessional (coming from a legal secretary) and disgusting how bad I was treated. She has bad social and tax preparation skills. Go elsewhere for your financial needs.