Schlenner Wenner & Co. CPA's

BACKGROUND

Please describe your company and your position there.

CEO Home Health Care

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Schlenner Wenner & Co. CPA's?

Corporate and personal tax consulting and return prep for over 5 years and three different corporate entities.

What were your goals for this engagement?

Taxes

SOLUTION

How did you select this vendor?

SWC employee now retired

Describe the engagement in detail.

SWC has lost my business and personal tax business and any hope of gaining my other accounting, estate, IT or payroll business. After years of having my taxes immediately filed after signing the electronic transmission form. I signed the form April 9th and was notified for the first time today (May 6) that they had not been filed. I can't believe the negligence and violation of customer trust. Imagine if the PIT tax filing deadline had not been extended by the federal government. My tax return would have been late without an extension and fines applied where applicable. I've been paying SWC all these years to avoid that sort of thing.

Describe their billing or cost structure.

Standard

What was the team composition?

Tax manager

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

None

How effective was the workflow between your team and theirs?

Fine

What did you find most impressive about this company?

Nothing

Are there any areas for improvement?

Certified Public Accounts have standards. Disappointing to see SWC allowing themselves to slide.