Customer ReviewsforPon & Associates

We had been referred to ***** from a friend who has used him for a few years. Our initial phone chat in January was great, ***** was friendly and seemed like a competent CPA. He said he could do our taxes for about $1500, which seemed a little steep but we agreed because we had just bought a home (and figured a CPA would be best to make sure we were filing correctly). This was our first experience with using a CPA. ***** had requested some documents from us, which we provided in mid-February. He said he would take a look and get back to us with any additional requests for documents. After radio silence, we reached back out in early March to check in and make sure nothing extra was needed, his response was "Will get back to you after our review." At the beginning of April, we reached back out to see if our taxes would be done by the filing deadline, or if we would need to file an extension. His response led us to believe he didn't even read the email, "I'll let you know if we need more info." We replied explicitly asking if he was going to be able to file our taxes, or if we needed to seek alternatives. He never replied. April 15th, we sent another email asking him to confirm that our taxes would be done by May 17th, this years filing deadline. He replied the next day, responding "yes it will. Just a crazy tax season this year with changes in the middle of the tax season!" Well, you can probably guess where this is going. We emailed him this morning (May 17th) as we had not heard anything for a month. He responded, "I am double checking, I misplaced the password for your W2s." I wish I was joking. He followed up about 15 minutes later with another email requesting 1098 and 1099 forms. I really wish I was joking. Needless to say, our confidence and trust in ***** was shattered. We hopped on TurboTax and filed our taxes in about 3 hours this morning, something ***** ***, a Certified Public Accountant, couldn't accomplish over the course of 5 months.

We acknowledge we messed up. No excuses. It was a very challenging tax season with tax law changes in the middle of tax season and waiting for the IRS to update their forms and provide us with instructions. We have implemented procedures so this will not happen again.