CHARLES SCHWARTZ ACCOUNTING

When we first met with Mr. Schwartz we were very pleased. He was friendly and very knowledgeable. He helped me set up my LLC in a snap. However, ever since that first visit he has vanished. He has not returned repeated telephone calls and emails. While I sincerely hope everything is alright and there's no personal emergency stopping him from contacting us about future work we need done, other reviews I'm seeing pop up here on Angie's List indicate that others have had the same issue. No mater how nice or knowledgeable Mr. Schwartz may be, it isn't helpful if he will not keep in contact. I'm in the market for a new accountant.

unknown

The return was filled with gross errors to the extend that I had to have a CPA redo and file an amended return.
Charles Schwarz filed my return electronically without me having the opportunity to revive the return first.
The processing of the return took longer than promised.
When I found the mistakes, the same day as the return was filed, I could not then or later establish contact with Charles Schwarz by phone, email or even in person.
It should be mentioned that the new CPA had the same material to work with that Charles Schwarz had.

unknown

I met with Chuck on February 25th of this year to secure his professional assistance in preparing a joint tax return for my husband and me. We had recently moved to Connecticut from overseas and wanted some additional help to be sure we were submitting the return properly.
The meeting went fine, and Chuck was courteous. He needed a few additional documents from me to complete the return, so we agreed that I would send him the documents via e-mail, so that he could complete our returns.
I sent the requested documents the same day. Three days later (Feb 28), I had not received a reply, so I followed up with another email asking whether he had received the documents and when we could meet again to discuss his fee.
Nearly a month later, I still had heard nothing (no emails no phone calls) in response to my emails, nor any updates regarding the status of our return. On March 24th, I emailed again, requesting a meeting and/or a phone call to discuss the status of the return and whether he had all of the information necessary to complete and submit it.
No response.
In the following weeks, I called at least seven times. Only two of my phone calls were actually answered, and each time, my call was answered by one of his assistants. In one case, the assistant told me that our return was in the and quot;to doand quot; pile and that Chuck would get back to me soon. In the other case, the assistant (a different person) told me Chuck was in a meeting and would get back to me as soon as he was done. The rest of the calls I made when to an answering machine, on which I left multiple messages.
He never called me.
I left message after message on his machine and sent multiple emails the week before taxes were due. I still had NO IDEA whether our returns would be completed at all, let alone on time. We had and quot;hiredand quot; Chuck to give us the peace of mind of having professional assistance and the assurance that our taxes would be done properly and on time. Instead, his complete lack of professionalism and communication left us unnecessarily anxious and stressed and in the end, I had to prepare our tax return myself anyway to be sure it would be submitted on time.
Today is April 14th. Taxes are due tomorrow. I emailed and called Chuck this morning to say that if I did not hear from him before 10am, that I would need to prepare and submit my taxes myself and would not want his services.
At 10:13am his assistant called and apologized and quot;for not calling soonerand quot; and began to tell me about the tax refund I would be getting.
Seriously. In SIX WEEKS, he could not find TWO MINUTES to call or email us and let us know that he had the necessary documents, that our return would be completed, or even to tell us what his fee would be. While I understand this is a busy time of year for accountants and tax professionals, it seems that a very basic professional courtesy would be to return at least ONE of your client's phone calls or emails.
In the end (when I had still heard nothing at 10am this morning) I prepared and submitted our tax return myself, because I had absolutely no way of knowing whether it would be done by Chuck and did not want to have to file for an extension or be penalized for a late return.
I'm extremely disappointed in the complete and utter lack of communication and basic courtesy. I had gone to Chuck because of the great reviews I read here, and instead of finding a professional to assist us with our return and minimize the stress of tax preparation, we found ourselves even more anxious and stressed than if we had simply done the return ourselves in the first place (which we ended up doing anyway)!
I cannot recommend the services of someone who cannot find the basic courtesy to pick up a phone or type a simple email to communicate the most basic (and necessary) information to his client.

Went very well. He knew his stuff. He gave me better info than the last two people I used and he did it for less.

We recently moved here from Texas and needed someone with information as well as expertise. Our taxes are not terribly complicated, but previous experiences in Texas were always lengthy and expensive processes. This was very different. I called his office and had an appointment set for a few days later. I took all of the documents and information from previous tax returns to meet with him at which time we discussed a few different issues and he answered a number of questions I had. He was prompt, courteous and quite a conversationalist. He asked me a number of specific questions regarding the returns and our documentation. I am not sure exactly how long I was there (and lt;2 hours) when he said he needed my wife's signature on one document. I said I could get it back to him tomorrow and asked when he would be able to finish the returns. He looked at me and said they were finished and I could either take the with me or bring him the form and he'd do the electronic submission. Previously we had waited weeks for completion and rarely met with the accountants for more than a few minutes.
I am very pleased with the service provided by Mr Schwartz. He was efficient but not rushed and very thorough in the task at hand. I felt that when we went into his office he was fully focused on my situation with no other distractions.The price was very good, the service was excellent and I would highly recommend Mr. Schwartz to my friends.

Chuck made the process of tax preparation absolutely painless and enjoyable. Very professional, thorough, and a pleasure to work with. Definitely will use his services again!

We had a great experience with Chuck- he was running behind, but that's because he was being thorough with the customer before us - so that's really not a bad thing! He took his time to think through our situation and determine the best way to process our return. We have sent referrals his way -and we will be planning on returning next year!

Read that he had great reviews on Angie's List
I am now able to confirm that those reviews are true
He was professional, friendly, answered all my questions, and did a great job on my tax return

Chuck does an excellent job

I think he does a good job, he's honest and he is a neat guy. He files everything for me and keeps me up to date with my taxes. I would highly recommend him.

We have gone to Chuck for the last two years to prepare our taxes and he's been incredibly knowledgable, effecient and accurate in his work. He's provided excellent advice on how to maximize our deductions and what we can do to improve our returns in the future. There's minimal overhead since he operates out of his basement and has a nice office set up there where you sit and he prepares your returns. I can't imagine going anywhere else, especially not for the price.

Chuck is very detailed and quick. He makes sure you have given him all he needs and does your taxes quickly and efficiently.