Legaspi Taxes & Accounting

I went to Mr. Legaspi based on positive Unilocal reviews. I filed taxes through him for two years until he made some really simple errors on a really simple return (twice) that he should have caught. I now feel that I need to have someone review the filings.
Due to almost missing my filing, his trying to convince me that I should file with an obvious error, the lack of client «Heads up. It’s tax season!» and that I relied on a Unilocal review to retain them, I felt I should write this review.
When in doubt, he seems to start talking really fast.
When I saw the first error, he told me it «wouldn’t matter.» Identifying principal as interest seems like a big error, so I didn’t accept that. Anyone can make a mistake, but you don’t want it to be your tax accountant. He blamed it on a busy evening the night before, and we agreed he would fix it.
I returned another day and excused myself to a small table in the lobby. I read every line. I found another error. I let his assistants know that I’d like to speak with him. I tried to do it discretely. I didn’t want to make a scene, as there were other clients in the small reception area.
I’m intelligent enough that I don’t just accept things and sign based on the fact that people are professionals in their field. It is important to READ YOUR TAXES.
Also this practice does not send out a client letter about taxes, as my former accountant did.
I stopped going to my former accountant of many years because he felt badly about charging me $ 400 for such a simple return. He lowered his cost to under $ 200. At that point, it wasn’t cost effective for him to do it. :/​He told me I could do it myself.
I was actually going to do some other work with Mr. Legaspi after the first filing on a financial matter that he said he would do as part of the original filing I did with him. I was VERY impressed. We spoke about it and then in follow up, he was unclear as to what I wanted. This was work we discussed at least twice between the busy tax season: not prime time. I could forgive/​overlook this, as it wasn’t tax related.
I dropped off tax info for the next year early. When I hadn’t heard from him, I called. He said he was waiting to do the taxes AFTER this other issue that was not time sensitive. I almost didn’t file on time due to this.
He seems like a personable man. I don’t like writing this review.
He also had the outdated approach of calling me (and others?) «Honey.» That was annoying, and I corrected him with my name more than once. I always called him Mr. Legaspi, as he never indicated otherwise. When I first corrected him, he said something like he calls all the «little old ladies» and the «girls» who work for him that. It made me wonder if he was taking me seriously.
Perhaps this was a one off (two off?) mistake. The irony is that you need to know how to file your taxes even when you use an accountant.
Be smart: read your taxes.

Francisco is very friendly and personable, but he felll rather short when it comes to professionalism. He prepared my taxes and right before submitting I run my taxes on TurboTax, like I do every year. I would end up paying $ 1,500 less using TurboTax, so I explained this to Francisco and asked him (verbatim):
«Is there perhaps anything we might be missing?»
Francisco unfortunately interpreted this as if I did not want to pay him. He tried to scare me away from TurboTax («Much Identity theft associated with Turbo»), then tried to intimidate me: «I don’t like sending clients to creditors or small claims».
I tried to calm things down:
«Francisco, I never said I would not pay you, whether we file together or not. I only asked you if there is something we might be missing in our preparation to bring down at the same level as turbotax.»
But things kept going south. His response:
«Please let me know if you like to process payment via email or over phone? THank you.»
At this point, I decided to just pay him and move on. Our original agreement was to pay him $ 350 by check. I was charged $ 425, which I paid by leaving him a check. He then called me and insulted me by asking me to pay by credit card instead because some of his clients’ checks seem to «fall through». My check of course did not. I’m now $ 425 shorter, but at least I intend to be smarter in the future.

Quick, fast and accurate. I paid about $ 100 less than what I paid last year.
Tax prep level: Ninja

i love this his helping file my tax in 20min, evrything done percectly, his aducate and answer all your question ! his charge is cheap and very affortable, i have use other guy couple years ago, but this year i want are change and came out this one is my continuous tax man. he is super awesome recomment this to everyone need help with tax, i walk out with are big smile and happy day after file my tax. 5star ofcoz

He is seriously the best, easy, no BS, fast.

Francisco did my taxes, he is great. He really knows what he is talking about. His fiancée works with me and referred me to him, I could not be more pleased. He will definitely be my tax accountant for years to come. Everything went smooth! I’m happy. I definitely recommend going to Francisco.

What a great experience! Francisco is fast, efficient and very knowlegdable. My husband and I definitely trust him and all the advice he has to offer during the process. It was our first time using him and it won’t be our last. His rates are affordable and I highly recommend him.

I worked with Francisco on my taxes last year for the first time, and I ENTHUSIASTICALLY returned this year! When I met him he broke things down for me, helped me understand how to maximize my return for this year, and he definitely better prepared me for the tax preparation process. This guy is knowledgeable, honest, straight forward, and he really works with you to get your best possible return. I would definitely recommend him to any friend of mine.

I’ve worked with many accountants before and nobody has provided a service like LTNA. Francisco is very professional and extremely personable. LTNA’s work is very thorough and always follows up in a timely manner. If you want things done correctly, definitely give LTNA and Francisco a call. Francisco, thank you for all you’ve done for us!

Amazing service. Affordable pricing. Francisco is quick and helpful. He will explain things to you in normal human words, not all that mumbo-​jumbo you get from the IRS. Also, several times he has helped me find deductions and other things that helped me get the maximum refund. I would highly recommend LTNA for anyone who hates doing their taxes… which is pretty much everyone, right?

Francisco is wonderful. They are so professional and quick. I have had him do our family’s taxes for a few years and he always does a great job. Doesn’t miss anything and we get the maximum refund.