EJK Accounting and Tax Services. LLC

Just finishing my 2013 return with this firm. The whole experience has been exhausting. Let me say first that I’ve had my taxes done, including Schedule C for self-​employment, Schedule A itemized deductions, wages/​salaries and rental property income for the past 15 years with one preparer in Marysville, WA & one preparer in MD. This has been the worst experience ever.
While most tax preparers have new clients sit down to go over your situation and ask questions that will inform their document requests of you, this firm did not do so. Even when I used a preparer before, they would sit down with me each year. As a result, many of the documents that I submitted (organized with spreadsheets) were missed, duplicated or misrepresented on my State and Federal filing. Also note that the tax preparer is NOT located here in WA but in UTAH. The accounting portion of the firm is in Seattle but the tax prep is not. This led to a lot of back and forth only to find out that he doesn’t see any of the source documents: they are entered here at the office by non-​tax preparers. That’s where the first snag came. Many more snags followed which resulted in me going over and putting every deduction and expense into categories on my own separate spreadsheet so that each could be appropriately applied. Overall, I spent about 8 hours of my own time dealing with their mistakes. (This won’t be the case this year because I am now using Quick Books).
When all was said and done, they did not ever ask if I wanted to e-​file or hard file. This was important because I was on a time crunch and was receiving a State refund but owed on Federal. They assumed that a check sent via snail mail from the State was ok by me (why is this EVER ok in anyone’s mind? refunds can take 2 – 3 months). The account info and signature gathering took additional time my husband and I didn’t have.
Overall, I absolutely would not recommend tax preparation from this company. I cannot speak to their accounting but their categorizing of my expenses on my P&l was wrong so that may be a hint.

Ej was effective at evaluating our needs. She understands the special needs of our business (insurance) from a financial stand point. Ej was supportive and informative when reconfiguring our Quick Books.