Client Review on The Watson CPA Group

Feedback:

Disappointed! I contacted the Watson Group to inquire about the specific services they offer and associated costs to provide my husband and I some business and personal tax advice. After two brief phone conversations leaving me with not enough information, I was emailed a request to set-up a 40 min consultation where $150 payment was required to schedule. I asked what the purpose of the meeting was and was told the purpose of the consultation is to discuss any questions or go over any information I had to determine which services best fit my needs. In hindsight this was a red flag and I should not have agreed to this consultation. Who charges money for the privilege of learning more about a business? What happened was the CPA came to the meeting prepared to dish out advice.....and I’m just trying to understand how they could help us if we were a client. After a 40 min chat I did learn that their business model and costs were not a good fit for us. I asked for a refund of the $150 and was denied. The $150 can only be applied towards future business services. Since we will not be using their services and I was denied a refund, I suggested that the $150 be credited towards another client who could use some financial help. I was told thanks for my generosity, but they would not be doing that. Wow. Big time miscommunication and not so great customer service.