Mr. Lee and his Staff (some) are very personable. He has been preparing my taxes yearly for more than 20 years. However, this past year, I realized that he had not been properly accounting for my DC property. I immediately called him and he avoided me for months. I was able to speak with Marsha who was very helpful. Marsha understood the situation that I was now in with the DC Government and was able to get someone else on Staff to correct and properly prepare six years of taxes. Of course, I had to pay DC fees, penalties and interest. To this day, I have not heard from Mr. Lee.
I strongly suggest you not use him for tax preparation. He bails when there is a problem and to make matters worse, it was a problem he created. I now think his tax knowledge was limited but he talked a big game. You have been warned! UPDATE 2021 So, I was just made aware that Me. Lee failed to account for $35,000 worth of deductions that I was entitled to claim in 2019. Now, I am wondering what else he missed! A MESS!
Andrew J Lee, CPA Reviews
Mr. Lee and his Staff (some) are very personable. He has been preparing my taxes yearly for more than 20 years. However, this past year, I realized that he had not been properly accounting for my DC property. I immediately called him and he avoided me for months. I was able to speak with Marsha who was very helpful. Marsha understood the situation that I was now in with the DC Government and was able to get someone else on Staff to correct and properly prepare six years of taxes. Of course, I had to pay DC fees, penalties and interest. To this day, I have not heard from Mr. Lee.
I strongly suggest you not use him for tax preparation. He bails when there is a problem and to make matters worse, it was a problem he created. I now think his tax knowledge was limited but he talked a big game. You have been warned! UPDATE 2021 So, I was just made aware that Me. Lee failed to account for $35,000 worth of deductions that I was entitled to claim in 2019. Now, I am wondering what else he missed! A MESS!