Atkinson Financial Services Inc

We’ve had our taxes done by Atkinson LaRue & Schone, LLC (Jay LaRue) for years. Minor mistakes were caught; then I dropped off all our 2020 tax info. At their office on 3/1/2021 to be prepared and got confirmation that Jay got them. Since then, Jay never contacted me and “All” my phone messages (no one answers the phone) have not been returned. I hoped a extension had been filled w/IRS. However, on 6/1/2021 received a letter fm State of Mo re: Past due taxes. Called/left another msg for Jay; no response. Called the State and was advised to get another accountant. Thank goodness I kept a copy of it all. New accountant will file ASAP and if I’m assessed a Late filing fine I will complete IRS Form 843; Request for Abatement and request fine be assigned to JAY LARUE. (There is no excuse for not notifying a Client if he could’nt do my taxes.)
Jun 2nd, 2021

Currently, my husband I are frantically trying to get ahold of the IRS (which is an impossible feat during a Pandemic) because Atkinson Financial Services did not double check our account information for direct deposit, and put in the wrong account number. Not only do we not know if or when we will get our tax return money (which is over 5,000 dollars) we do not know if we will receive our stimulus check, which is also over 5,000 dollars. That's a $10,000 loss because of a mistake they made, a service we paid them for, and consequences we have to deal with while having 2 kids, one with special needs who just had a $2,000 MRI today. We are devastated. Needless to say, we will not be returning to Atkinson Financial Services.
Mar 27th, 2021

I was very pleased with my time with Jay. He was honest, direct, and made me feel that my best interest was at heart.
Aug 5th, 2019

Jay is a consummate professional and excellent accountant
Oct 22nd, 2018