Marc Albaum CPA

Marc Albaum is a great guy with great stories, and will listen to your tax concerns.
I don’t know why it’s been a year, and we still don’t have our taxes done — lots of phone calls and emails, and … nothing. We have sent all our documents, double-​checked to make sure they were received, gone in person to make sure they were received… still nothing.
I am not sure what is happening here. But it’s not our taxes getting done.

Well Marc Albaum CPA is a smart man no doubt. I read the other reviews. I agree there is a lot of the «self» that needs to get involved with getting things done, you may find that you are used to a full service CPA firm as something you are not used to. I am a small business owner, so I understand the reality of a professional hanging their own shingle. Marc has an incredible understanding of the tax codes and his services have been very respected by us. He has a fair price for what he does for us He knows what he is doing when it comes down to it. He delivers. you may need to stay on top of him he is a solo practitioner with small staff. He is a brilliant man.

Marc is a very nice guy (as everyone said here), but I would never recommend him. He took time out to answer all my tax questions, was patient, considerate to listen to my concerns, gave me his opinion and stories when asked, and spent a good hour on just discussing my finances…
But then when it came to following up on a question and actually filing my taxes, nothing happened. He said he would have my taxes done in 2 weeks, so to manage my expectations. Suddenly, it’s 6 weeks later, I have called him every week and he said he needs a few more days or another week each time. At week 6, I’m pissed and we have a deadline around the corner. He never once called me to tell me he needs more time, I had to chase after him. I give the guy credit, he returned my phone calls, so he’s NOT in the slightest bit rude or a crook. I honestly would never think that.
I think he’s a nice guy who perhaps doesn’t know how to manage time? Not sure. He was nice enough to give me a refund with no fight or questions. Although he did say he would put the check in the mail and I ended up having to go to his office to pick it up 3 weeks later because I didn’t trust him to be proactive about anything. He’s reactive, not proactive which makes for incredibly sloppy and unreliable business.

Marc was nice enough but came to our meeting completely unprepared. We sent him our tax return to look at a few days before the meeting and he did not bring it to the meeting and admitted he had not looked at it at all. He kept misquoting things from our return. He told us one price for his «services» over the phone and then asked us for a different price in person. We meant with him for almost an hour and I would say ¾ of that was spent with him telling random stories that had nothing to do with taxes. We kept having to ask to get back on topic. He was suppose to review our return after the meeting and let us know his thoughts. We have yet to hear from him.

Marc is absolutely first rate in every respect. His knowledge of the tax code saved me a considerable amount of money. He was generous with his time, very responsive to my calls, punctual – meeting every required deadline, creative and a genuine pleasure to work with. I highly recommend his services.

Yes, Marc is a nice guy but he seems to be incompetent. I paid my money to have my back taxes done in September 2013. Today is March 3, 2014 and they are still not complete. These were very simple 1040EZ forms that I could have done myself but he told me he could negotiate penalties with the IRS on my behalf. He doesn’t return my phone calls and keeps putting me off. I am now looking into small claims court. This has been a nightmare.

Marc is a nice guy. We were probably not a good customer/​client match. I hope to read only three or more stars reviews from now on.