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July 2022 by G.L. Kluh
McSwain and company has done a good job for us for many years. However, in the last two years it has gone down hill fast. The receptionist has always had a bad attitude but I have over looked that. The last two or three years the top people have left the firm or retired. I have been on hold now for 18 minutes waiting for my accountant, David Stock to see why he hasn't responded to my last call about he not filing my 2021 business return with DOR. When I quit holding, 23 minutes now I will find a new accountant. Very unprofessional!
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February 2022 by John D.
I have always done my own taxes through TaxAct. This year (2022), I decided that I would seek out a CPA to handle my taxes trying to think ahead for the future as far as life insurance and other services. McSwain & Company had a fairly good star rating, so I decided to meet with one of their CPA's. My initial meeting with David was at most 10 minutes. Granted he did ask me to provide all documentation for our initial meeting and I had forgot 1 or 2 pieces of documentation needed to file my tax return, so I can see how maybe he could have been a bit frustrated. I proceeded to tell him that I would like to be a new client, and would need help seeking future advice for life insurance etc in the future. While he may have been great at getting all my documentation filed for my taxes this year, he is not a very friendly CPA. I was told that my taxes had been filed, and that I needed to sign forms and make my payment even though I had already made my payment of $250, and returned the signed forms as requested. While on the phone with him, he said that I could come and pick up my return anytime. The following day my wife drives up to their office to pick up our return and was greeted with a very unfriendly secretary (I also had the same experience on my first/second day I had visited as well), being told that there is no check available for us. David should work on his people skills. He told me that I misunderstood vs telling me that he could have been unclear with his statements. Instead of taking the responsibility he pushed the blame on me. This years tax returns are done, and next year McSwain & Company will NOT receive my business. Thanks for opening your doors to a new Client, but unfortunately your representatives people skills (soft skills) are not where they need to be. This was the worst experience I have had yet in my 30 years of filing taxes. While it may have been quick, it was not worth the blame I received.
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August 2021 by Fritz B.
I needed a local and accurate accountant office. Instead I ended up with a 2018 IRS audit, a fired McSwain CPA accountant. No conciliatory call, just a 9 month bogus audit.
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June 2021 by Rachelle Roberts
I started using his group on a recommendation from a friend who had used Neil. He was not the tax preparer we ended up with but were contacted by an amazing gentlemen named Billy. He is absolutely wonderful.This year however, I am just horrified at our experience. Billy has left the company, however we, as clients were never informed. We had emailed 3 different occasions, with no answer, which was highly unusual for Billy. Upon reaching the Lacey office, we were told that our CPA no longer worked for the company. When we asked why we were not informed, the answer was, “I don’t know”. We were told they were monitoring emails of their former employee, yet told us our particular emails were never received, and probably went to their junk mail. One person there David was actually quite rude and condescending to my husband when he was trying to find out what was happening with our current tax preparation. Additionally, I had to call and provide information three times last year to get our tax preparers fee paid. Not sure why that was so difficult, but that was extremely frustrating considering we were so happy with the gentleman who we have had for the past few years.I absolutely would never recommend this firm at any of their locations due to these experiences. Perhaps the highly unprofessional and rude demeanor of the staff in the office is why the gentleman who prepared our taxes is no longer there.Exceptionally unprofessional staff for such a large company, and I wish I could give lower than one star.Bad form on them
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May 2021 by Scott Heutmaker
Worst experience ever. I used an independent preparer that was amazing but mcswain bought him out. Unfortunately since day one wit was nothing but problems. A year later I am still trying to fix their mistakes and catch up. As a small business, I rely on a professional to do these service properly. Very unresponsive. Multiple phone calls, emails and messages. Even trying to talk to their “manager” got me nowhere. Eventually when questioned if they were doing things improperly, communication ceased. Please, do yourself and find a independent preparer that can handle things properly and values you as a customer.
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May 2021 by TJ McGrath
I worked with an independent tax preparer who, toward the end of her career, joined up with McSwain & Company. She recently retired and I've been dealing with the McSwain & Company office in Lacey. They're overpriced, non-responsive, and unprofessional...in my opinion.
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April 2021 by Janet Every
I absolutely wouldn't go to any other company. Fabulous results prepared by true professionals
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March 2021 by S Lewis
I got involved with this company through a friend's suggestion to use Neil, who was fantastic in every way! Unfortunately Neil is no longer with us. Since then it has been extremely difficult to work with this Company. They don't return calls in a timely manner, or respond in any other way. The work that was done for me was inaccurate, and to get it corrected was a battle. I even had issues with the billing department. I paid my bill on time, but it was posted in the wrong spot.After I called them to let them know that it was paid, they wanted me to do the legwork to find out what went wrong. This firm likes to charge like a first class firm, but their quality is poor.
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September 2020 by Myron Toyama
Used them for over 20 years. Quick, professional and courteous.
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August 2020 by gloria towne
They own Genie payroll was cheated and taken advantage of!
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February 2020 by John A.
BEWARE!!! If you are a customer or are thinking of becoming a customer of this business. As a customer last year McSwain LLC did our income taxes for my wife and I. This year McSwain sent out our tax work packet as usual. However, they included our full SS numbers in tax work book and sent it to the incorrect address. We contacted them in June of 2019 notifying them that we moved and to do an address change in their system. They never made the change! The whole story...We called them about a week ago because we had not received our tax work book for this year. They said they sent it out....so we asked if they fulfilled our request of making the address change..... She looked us up and they never made the change. Then we asked by chance were our SS numbers in the packet and begrudgingly they said yes they were. They said that there was 2 batch mailings sent. We were in the 2nd batch.. they stated that the 2nd batch all had SS numbers on them... and they had a stack of them returned right on the desk they went through the stack looking for it...to no avail. The least they could have done was contact all those customers to assure they received their packets. So we have now spent hours putting in second and third security levels on every account we have. What a pain in the butt! Compromised SS numbers are a big deal. I talked with the owner McSwain and all he pretty much said was I'm sorry. I don't know what I could do to fix it. How is that for customer service? BEWARE!!!
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April 2019 by Chantel Waibel
By far the worst experience we have ever had filing our taxes. We worked with David and have had multiple problems with him. It started with him incorrectly inputting information with our taxes, never responding to emails or voicemails and using excuses for why he didn't communicate with us. He then had issues with the IRS kicking back our taxes because my name was spelled wrong, which is ridiculous. A simple extra two minutes to look over a clients form before submitting could have resolved this problem. We paid almost $400 for his service and should have had our taxes by now, but because of all the problems we've had we are still waiting. We will not be returning next year.
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February 2019 by Terry
I have been working with McSwain and Company for over 20 years and know that I can always count on them for our accounting needs and strategic direction. They have helped us grow from 3 people to 100 and over 20mil in revenue in multiple states and countries. I would highly recommend them!
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January 2019 by Richard Weeks
Our company has been with McSwain & Company for well over 15 years and they have been invaluable as a resource when it comes to the complex accounting and tax area. Even though they are a large company, my CPA, treats our account with extreme care and makes us feel like family! There is absolutely no question that we would highly recommend them to be your CPA and go to firm!! We are more successful because of them! President/CEO, ICM, Inc.
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January 2019 by Erica Winter
Neil Woody has been completing our personal taxes for the past two years and we have been very pleased. It is a very easy and stress free experience. It is worth the additional cost not to have to complete the taxes myself and have the confidence of knowing they were done correctly.
