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September 2024 by Hone Landscape Company
We have used Schram & Associates for for around 15 years. They are very professional, easy to work with and overall great. From personal & business taxes to payroll they have always handled our accounting work.
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November 2023 by Brian Wahome
[Update 3: Back to 1 star, having attorney file form 14157]This has been an extremely messy process. So turns out, Turbotax was right all along. They had clearly communicated the amount to expect for this year's return to a T. Per Schram & Associate's mistake, they had checked a box the previous year to apply the return to credit, something they fixed with the IRS, but this year, they included the amount when telling us what the return amount was. I had not been told of the breakdown and it was frankly deceitful of them to report just a final number without a breakdown. The basis of me paying for service and accepting the cost was the refund amount being almost 10k higher. It was all masked in the Math and it took the IRS to resolve the amount. Keep in mind, Turbotax was transparent with this thus we knew exactly how much to expect. They were not wrong, and we were deceived by Schram into paying almost 500$ more for tax filing. This is extremely unfair practice, playing to incomplete information to get more money out of a client.[My tax bill was quoted at 1025$ in the name of extra HSA doc and one more 1099 and some mortgage docs. I sought an explanation as the year before it was at 450$.The year before they had messed up my taxes and I chose to come back as they waived the fee given the error.This year, the explanation I got was, 'Our hourly rates are 450 p, we are an Accounting firm, not a H&R block.'Yeaah, just don't.]The above was my initial review. I left it alongside a 1 star review out of pure anger and pride and went ahead and scheduled a call with an expert on Turbotax, a process i had used before Schram.Now here is the thing, I was in my zone, feeling very justified in my anger not noticing that my inquiries themselves and analogizing to turbotax and such was disrespectful.TLDR, The difference in amounts claimed for refund was 9k. I have no clue what Connie did and have no idea what adjustments she made but whatever the case, they are certainly not H&R Block. Whatever they quote you as the cost, swallow your pride. It is worth the money.This rating serves not just as a public apology but a testament to the expertise of folk on here.
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November 2023 by Githire B. Wahome
[Update 3: Back to 1 star, having attorney file form 14157]This has been an extremely messy process. So turns out, Turbotax was right all along. They had clearly communicated the amount to expect for this year's return to a T. Per Schram & Associate's mistake, they had checked a box the previous year to apply the return to credit, something they fixed with the IRS, but this year, they included the amount when telling us what the return amount was. I had not been told of the breakdown and it was frankly deceitful of them to report just a final number without a breakdown. The basis of me paying for service and accepting the cost was the refund amount being almost 10k higher. It was all masked in the Math and it took the IRS to resolve the amount. Keep in mind, Turbotax was transparent with this thus we knew exactly how much to expect. They were not wrong, and we were deceived by Schram into paying almost 500$ more for tax filing. This is extremely unfair practice, playing to incomplete information to get more money out of a client.[My tax bill was quoted at 1025$ in the name of extra HSA doc and one more 1099 and some mortgage docs. I sought an explanation as the year before it was at 450$.The year before they had messed up my taxes and I chose to come back as they waived the fee given the error.This year, the explanation I got was, 'Our hourly rates are 450 p, we are an Accounting firm, not a H&R block.'Yeaah, just don't.]The above was my initial review. I left it alongside a 1 star review out of pure anger and pride and went ahead and scheduled a call with an expert on Turbotax, a process i had used before Schram.Now here is the thing, I was in my zone, feeling very justified in my anger not noticing that my inquiries themselves and analogizing to turbotax and such was disrespectful.TLDR, The difference in amounts claimed for refund was 9k. I have no clue what Connie did and have no idea what adjustments she made but whatever the case, they are certainly not H&R Block. Whatever they quote you as the cost, swallow your pride. It is worth the money.This rating serves not just as a public apology but a testament to the expertise of folk on here.
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September 2023 by Carl Abbott
Do you research before engaging with this firm. They will quote one price and bill you another. The communication is lacking at best.
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September 2023 by Kate S.
Our tax preparer retired and sent his clients to Schram and Associates. We had them prepare our taxes for 2 years. The second year for the same amount of billable hours they increased their tax prep fee 145%, which was very concerning for us. We asked for a review and that they would please find a way to lessen the fee. Their response was basically "no", " Your increased fee is not due to increased billable hours; it is due to correctly charging for the hours incurred by our firm". Also, after filing an extension for us, we had our information to them by early June and it took until early September for them to prepare our taxes. We checked in with them multiple times to check in on the progress of our return. We would not recommend them based on the price and their lack of expediency.
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November 2022 by Deb M.
Our accountant was retiring and sent us on to Schram in Bellevue. Had our paperwork in as early as is possible. Usually if you have it in by a certain time there is no question of filing on time, a sticking point of ours. We were not hearing of progress and it was getting concerning. We were told that there were complications with the Trust account with some earnings. Again time went on and we called to be told the same Trust issue story. Time to file and again Trust issue is what they are saying. Finally we hear back that it was our personal return with a 1031 exchange and we would need to file late, not the trust account at all. This caused a filling late penalty. It became clear that they were not familiar with the tax for the proceeds (boot) on a 1031 exchange and how to handle it in our personal taxes`. Should we receive an exorbitant bill because they did not know how to deal with it and it took them extra time to learn about it? Should we be paying for their education and the penalty? I understand the bioll would be a little larger that our usual personal tax form, but this is larger than the bill for the Trust! We should have been informed early on to find someone who would know how to handle the Boot. I'm sure they can do the everyday tax form. Our mistake of thinking a firm that size would be on top of all tax related issues. Ask questions as to if they have experience with what you have as well as how long you should expect it to take. DM
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December 2020 by Missy Gallagher
Schram & Associates has a very knowledgeable team and has helped us achieve the best outcome on our taxes each year. We both work full time in the corporate world, have a primary residence, rental income/expenses, investments, and a fun little side business. They truly are the experts no matter what you bring to the table. I highly recommend this firm for your tax pros!
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April 2020 by Chad M.
I was referred to this firm by a co-worker, and I'm so glad! I'm currently writing this during the Covid-19 emergency that we're all living under. I have a small business, and am losing $15k/month as I try to maintain payroll. My bank (Capital One Spark) has left me out in the cold, as they're only servicing accounts that have existing loans attached. I totally get it, but I will be moving my funds away from them when I am able. I reached out to Sue @ Schram, who was incredibly helpful. She recommended a bank to help with the loan, and I submitted my application just now. If it's accepted, it means my payroll will be covered for about 4-5 months. It means I'll be able to keep my star employee. So thank you Sue. Looking forward to working with you for my 2019 and 2020 tax prep.
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February 2020 by Odalys Amador
Second year doing my taxes with Connie, and both times have been satisfactory. She’s very attentive and you can always tell she cares about her clients a lot. Her personality brought to the office makes it not dreadful to do your taxes. Although doing taxes in a professional setting may cause a timid atmosphere for the sake of being professional (which is what I expected, being 18 and not having much experience), everyone there has a lovely and casual attitude, making it hard to not be at ease. Schram & Associates seem to try their best to make you feel welcome, from the coffee in mugs at your disposal to the complimentary candy they insist you have. It makes even my little sister feel super comfortable going to a place to do taxes.
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February 2020 by Yunuhe Amador
Awesome Customer Service since you step foot in the office until you leave. Connie made it simple, fast and easy to understand. We will be coming back next year.
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November 2019 by Alex Othon
Good company ran by great people. Always very helpful.
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February 2019 by Heidi Brockway-Sivertsen
Great team of professionals! Very prompt and professional service. Highly recommend.
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October 2018 by Lorraine Kunze
I've had my taxes done here for years, and they always do a very thorough job and answer all my questions. Office staff are helpful and friendly, too.
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October 2018 by Emily Culver
I had my taxes done by them last year because company stock was getting a little bit more complicated. Fran filed my taxes without even asking me if I had health insurance (TurboTax had just asked me without needing the form in the past so I didn't bring it), and if I didn't catch it after I left it would have cost me $2600.
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September 2018 by Tatiana Proctor
5 stars An excellent accounting firm with bright professionals. They will do your books so you can focus on your business.
