Kaplan Katzman Klein Koterba: Katzman William W CPA

S W. _{on Yelp}

Apr 10th, 2019

I have been wanting to change tax accountants for many years now, the writing on the wall was there due to communication problems or simple accounting mistakes, but I always bacame preoccupied with work around tax time, and never found the opportunity to research another.  After 15 years having my taxes finished with Kaplan, Mills, Katzman, Klein, & Koterba, P.C., The situation of finding another accountant worked itself out in a costly way.  I found out Kaplan, Mills, Katzman, Klein, & Koterba, P.C. was charging me 5 times the amount of a normal tax accountant.  There was no benefits to having them do my taxes other than they would get them done when it was convenient for them-specifically at the last possible moment.   I also had my investment portfolio through the firm named Jeffrey Kaplan.  He unprofessionally invested money in high risk trading, never confirming with me in doing so.  Every year the portfolio seemed to lose minimal money, or broke even, while Jeffery collected his fees for over 10 years.  His explanation every year was the economy had a bad year. The final straw for me was watching the newly appointed (right out community college)  CPA Howard Mills, continually make basic mistakes with my companies tax preparations, that ended up with overpaying the government by the hundreds of thousands.    They continually lied to me, falsified my books to cover their mistake, and I overpaid an extreme amount of money.   If you value your money, and don't want the risk of being audited by the government, I recommend finding another accounting firm. I can't say enough of how unprofessional this company was in the end.  Days before taxes were due, they maliciously withheld my tax filings, took my up front payment without refunding, and refused to send my tax files and documents-purposely to miss the tax deadline.   I have never seen a company more vindictive and wanting to punish a client for pointing out their errors, than that of  Kaplan, Mills, Katzman, Klein, & Koterba, P.C.  I would recommend not working with this company and finding an honest CPA that works for you, and more than anything- you can trust.