Tax & Advisory Services, PC

Jessie Porreca Moser

Jun 20, 2024on

We used the same accountant as the year prior. Upon doing our taxes for the 2023 year, it was determined that our taxes were done incorrectly for the 2022 year. Lisa Bagley also did them wrong for the 2023 year, so twice in a row. She said we owed over 12k in taxes. The reason we started with her was because my husband was 1099 and we needed help as neither of us had done those taxes before. She said she could help us. She then blamed us for everything because she didn't ask us any questions and we trusted that she would let us know what she needed to do her job. We were fined $108.81 by the IRS for having these mistakes. She wanted to charge us $977.80 which is almost double what we paid the year prior (around $525). I asked that she decrease our surprise bill by the amount of the fine as it was her fault the fine was incurred. If I didn't question her so heavily, our taxes would have stayed incorrect. As it was, I had to pay the IRS over $11k and they gave me a 5k refund once again because she did our taxes wrong. I had to make the payment to be on time so that is why I went ahead and made the higher payment. She is also charging us for some advice on a home sale which we never asked for? Including our home sale and purchase documents are part of the normal process of doing taxes. She has been incredibly rude and refuses to help us at all. I don't believe we should have been charged for having her re-run the taxes to fix her various mistakes and her inability to do her job effectively and efficiently. I reached out to the BBB and now Lisa is making things up and is saying lies about how she sent us some questionnaire that we refused to fill out when no such thing was sent or discussed. Beware Lisa Bagely is a liar and a cheat.

Brett Kuhnsman, PGA

Mar 14, 2023on

Lori is Amazing.

Amanda Winter

Mar 10, 2021on

We have had an excellent experience with Lisa and her staff.

Dominic Vitale

Jun 16, 2020on

I had an issue with my returns from my previous CPA, and Lisa was not only able to correct those mistakes, but also found tax credits in my favor from previous years. Hiring her as my CPA was well worth my money.