Accounting
Less than $10,000
Jan. 2016 - July 2023

0.5

Quality: 0.5

Schedule: 0.5

Cost: 0.5

Willing to Refer: 0.5

"They need to learn to accept their errors and work with their clients to correct their mistakes."

Jul 13, 2023

Executive, Four Points Property Group, LLC

Anonymous

Real estate
San Diego, California
1-10 Employees
Online Review

Duffy Kruspodin, LLP provided accounting services for a real estate investment company. The team was responsible for annual tax and K1 filing, including document delivery, filing submission, and record keeping.

Duffy Kruspodin, LLP failed to meet the client's expectations. The client's financial records were sent to the incorrect email address, and the team never provided an apology for the error. Overall, poor project management and communication led to an unsuccessful partnership.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am an Executive at Four Points Property Group, LLC

Describe what your company does in a single sentence.

Rea estate investing

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Duffy Kruspodin, LLP to accomplish?

LLC annual tax filing and K1 since 2016

SOLUTION

How did you find Duffy Kruspodin, LLP?

Drive by

Why did you select Duffy Kruspodin, LLP over others?

Close to my geographic location
Pricing fit our budget

How many teammates from Duffy Kruspodin, LLP were assigned to this project?

1 Employee

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

Annual filings and K1 for individual filing

RESULTS & FEEDBACK

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

All the correct document delivery, proper annual filing submission, thorough communication in a timely manner, accurate record keeping, and financial data safety.

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

Project management was poor as financial records were sent to incorrect email addresses at an unassociated company. Mail was also sent to incorrect addresses and whenrecords that were never received were requested the accountant sent an invoice.

The error was then discovered that documents were being sent to an incorrect address and no apology or correction to the invoice was ever received. Sensitive financial records were sent and now the company needs to investigate the possibility of improper access to this informaton.

What was your primary form of communication with Duffy Kruspodin, LLP?

In-Person Meeting
Email or Messaging App

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

I do not recommend working with this company.

Are there any areas for improvement or something Duffy Kruspodin, LLP could have done differently?

Duffy Kruspodin aneeds to overhaul their CMA record keeping and retrain their staff about data privacy. They need to learn to accept their errors and work with their clients to correct their mistakes as it may have caused financial harm.

RATINGS

1.0

Duffy Kruspodin, LLP

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