1 /5 Regina Fakner: We have been using tax acquisitions Inc. with Shannon Rubin at 333 S. Hopkins in Titusville Florida since we moved here in August 2014. For the 2023 tax year, I scheduled an appointment to go there and the staff was still the same, but Shannon has moved out of state and a young man by the name of Chris (I don’t know his last name) has taken over her client list. Our taxes are fairly straightforward. He made multiple mistakes, called me back twice, and had to file an amendment on our daughters very easy one page tax return. I was very frustrated. I do not feel that he’s very experienced and thought maybe with time he would improve, but I knew I was not coming back to him next year. June 10, 2024. I found another accountant and took my taxes from 22 and 23 in to be reviewed to establish an accountant for 2024 taxes. When she reviewed through my 2023 taxes, serious mistakes were made and I was taxed on almost $10,000 that I should not have been taxed on. I was also charged a $1000 early withdrawal fee for something I didn’t do - he marked it incorrectly. I tried calling the office and talking to him after I left the new accountant office as a learning experience, and he started literally whining and crying on the telephone. I was shocked. He told me I was being mean to him and rude to him. Apparently, when I was there last time, he saw me lift the middle finger when I was at the front counter. I did not know he saw that, but I do not care. I would’ve told him to his face. I was not coming back that he’s incompetent. When I asked him, how long has he been out of school? He said for a long time. I said I’m trying to help you realize that you’ve made a lot of mistakes that the new accountant and staff pointed out and now I’m having to file an amendment. He denied making those mistakes. He told me just to leave him alone and file my amendment and don’t bother him all the while he continued to whine and cry. My 20-year-old daughter heard a lot of this conversation. I asked him how old he was and through his whining and crying. He told me that he was 27 years old. How old was I? I told him I’m 61 years old and that he needs to grow up and be professional and grow a pair and that I was going to write a terrible review about him and let people know since he’s unwilling to listen to constructive criticism. So there it is if you do your taxes at tax acquisitions Inc. know that you’re paying for a service that is not being rendered to you and will be an entirely frustrating experience. Shannon was great, but the practice is not what it was now that she’s gone.
