Delta Financial Services

DO NOT COME HERE FOR YOUR TAXES!!!
While employing John Danegelis, I missed out on a deduction 2 years in a row because he wouldn’t check into the IRS rules and apply them to my income bracket. I asked if I was entitled to an IRA contribution deduction in 2013 and again this year while meeting with him for my 2014 taxes on 3÷15÷15. I got a very vague, unconfirmed answer as to whether I qualified for the deduction or not. Once I got home, I checked into it myself, with 30 seconds of research, and saw it stated very clearly on the
website that I was entitled to a deduction. Then, I couldn’t get ahold of him to make the amendment after repeated emails and phone messages. When I was finally able to get in touch with him, it was after the 2014 tax deadline of 4÷15÷15.
Be prepared to call him 8 – 10 times for one returned phone call during tax season with no replies to your emails. Instead of being apologetic, when we finally did connect to talk, he explained that he doesn’t answer his phone or reply to email during tax season! AND tried to say we didn’t talk about this deduction in 2013 so I ONLY lost out on the money in 2014! He said there is nothing that could be done about this year’s or last year’s deductions when again, after checking online, you can file a 1040X. Also, when I paid for my 2014 taxes and picked up my return, all my receipts and statements were lost!
If this is the type of «no customer service» you want from an accountant that is only available to push your filing through and provide no expertise, then come here! If not, save yourself the hundreds of dollars and file them yourself because just caring about your hard-​earned money, makes you more qualified!
UPDATE — I just received my combined 2013 & 2014 1040X refund of $ 2,446.24 for the IRA deductions that John said I wasn’t entitled to just so you know this complaint is valid.