Accounting Business Consulting
Less than $10,000
Mar. - July 2025

0.5

Quality: 0.5

Schedule: 0.5

Cost: 0.5

Willing to Refer: 0.5

"I would not recommend them."

Jul 1, 2025

Entrepreneur, Self-Employed

Gerad Stephens

Manufacturing
New Albany, Ohio
1-10 Employees
Online Review

Carey & Associates, Inc. was hired by an entrepreneur to handle their tax filing. The team was expected to review the client's documents and file their taxes by the deadline.

Carey & Associates, Inc. failed to file the client's taxes on time, causing significant frustration. The team was unresponsive and difficult to reach, and they provided false information about filing an extension. Overall, the engagement was marked by incompetence and a lack of care.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Entrepreneur of Self-Employed

Describe what your company does in a single sentence.

N/A

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Carey & Associates, Inc. to accomplish?

2024 Tax Filing

SOLUTION

How did you find Carey & Associates, Inc.?

Referral

Why did you select Carey & Associates, Inc. over others?

Referred to me

Describe the scope of work in detail. Please include a summary of key deliverables.

I was recommended to Carey & Associates through an existing client of theirs who has left a 5-star review. It seems that Carey & Associates is able to take care of their existing clientele, but based on recent reviews and my own personal experience, they are completely and utterly understaffed to tackle a single ounce of additional workload.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I had every last document digitally uploaded through their taxdome software and ready for review and filing by March 3, 2025 (screenshot for reference). I called and called, asking the receptionist for an update on my 2024 tax filing status, and each time Josh was either out of the office, or at an appointment and unable to communicate. This same interaction with the receptionist happened at least a dozen more times. April 15th came and went and I had no update on my tax filing. I called and spoke with the receptionist again in early May who told me that Josh hadn't gotten around to filing my taxes, but that he did file an extension on my behalf. I was relieved, as this was the first time I had received any acknowledgment that my file even existed to them. Later in May, I spoke with Josh over the phone the week before Memorial Day weekend. He told me that he had NOT in fact filed an extension on my behalf, and that he would aim to get my taxes done before the holiday weekend approaching. It is July 1st, 2025, and my taxes are still not filed.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Please, save yourselves the headache, trust the big brands with your taxes and get them done. I'll be contacting one today and filing my taxes late due to the immense incompetence and lack of care within Carey & Associates.

What was your primary form of communication with Carey & Associates, Inc.?

Virtual Meeting

What did you find most impressive or unique about this company?

10/10 I would not recommend them.

Are there any areas for improvement or something Carey & Associates, Inc. could have done differently?

N/A

RATINGS

1.0

"Regretfulll"

Carey & Associates, Inc.

Accountant in Akron, Ohio

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