HB MORGAN

Tabatha Finley

Feb 27, 2024on

Negative 30 PLUS stars!!!! Do yourself a favor and RUNNN!! WORST EXPERIENCE I have ever had that forced me to file a complaint with the CPA board! Not only is the secretary/office assistant in the Wendell location UNNECESSARILY AND DISGUSTINGLY RUDE, but not just ONE, but TWO licensed CPA’s (one being the OWNER of this firm) somehow reviewed and MISSED filing TWO of my 1099’s that they had in hand from 2021 which has resulted in me owing the IRS OVER $13,000 (found out in 2023) when I was told that I was paid in full with the IRS! Mr. King in my opinion was the most unprofessional and offensive person I have EVER dealt with and the worst part is that he blamed ME (the customer) for not finding THEIR mistake and cut me a settlement check for $793 LESS of penalties and fees than what I currently owe the IRS and interest is being tacked on daily that otherwise would not be happening had they reported my income correctly in the first place!! Now because of their incompetence, I have a long road ahead of me with dealing with the IRS to try and fix their mistake!!! Do yourself a favor and find yourself a COMPETENT CPA/FIRM because from my experience, this is NOT it!! If I took my own advice I would be getting money back this year instead of being in a hole with the IRS that is getting deeper by the day!!!

Mahmoud Hamoud

Nov 7, 2023on

Almost impossible to get my accountant on the phone. I will call for hours while they are listed as open and get no answer, no call back, nothing. Ive been with this company for over 8 years unfortunately it looks like its time to go....just horrible communication. Zero customer service. Renee is fantastic, other than that 2 thumbs down.

Robert Tibbs

Mar 21, 2023on

Olivia at HB Morgan has been amazing to work with. She is extremely knowledgeable and was able to answer our most complex tax questions. I know that when we file our taxes through HB Morgan we are getting the most accurate return as possible.

Thaer Allan

Feb 17, 2023on

I’ve been a client for a number of years and I have nothing bad to say about this firm. From the office manager, Leslie Gammon to my accountant, Edgar Ramirez to my CPA, Alan King, it's a great team and well worth the time to take your business to HB Morgan. They get the job done!

Eric El-Houshy

Feb 16, 2023on

I started working with HB Morgan about 3 years ago, after my original accountant suffered health issue. With Maggie and Olivia’s help we were able to correct all the issues and get everything back to on-track. I particularly appreciate so much Maggie’s understanding and here willingness to help. Thank you Maggie and HB Morgan team for all your support.

Zach Willon

Dec 16, 2022on

If you care about your personal or business financials DO NOT HIRE! HB Morgan consistently made us feel like everything was okay for our business financials and was very communicative at first…until we started receiving letters from federal AND state agencies about late/missing payments, including the IRS about unpaid taxes (a service we paid $1400 a month for!). SUDDENLY the firm became overwhelmed with other clients to the point that our bookkeeper (Ashley) wouldn’t answer our calls or emails for days at a time. Meanwhile, instead of answering our questions or responding to us, payments were being made without any acknowledgment of the fees or interest being charged on those payments due to their negligence. The receptionist (Leslie) began dodging our calls, the CPAs (Alan and Olivia) were consistently uninformed or incapable of answering our questions, and the incompetence of some of their employees was beyond excusable. It took over a month after firing them before they were able to provide us with CORRECT financial statements. Please reread the previous sentence again, as I assure you it was as unbelievable as it sounds. It was not until over a month after they were fired that they were able to provide a balance sheet and income statement that were not wildly incorrect. It would be courteous, professional, and flat out respectful for accounting professionals to have the wherewithal to not only catch their mistake(s), but bring it to the clients attention and stand behind their work with a valid reason for the issue; not to mention making a commitment to prevent it from occurring again. We had to track down their mistakes and bring it to their attention before they would even consider paying for the internet and fees incurred as a result of their mistakes. I’m warning you to leave all sorts of reasonable communication expectations at the door with this firm. I am also warning you to get all communication in writing as they will go out of their way to give you a runaround or provide insufficient and confusing answers over the phone/in person. After enduring the countless hours of confusion and headache caused by this firm, I would strongly recommend to anyone in search of an accountant to go literally anywhere else.

Khaled Youssef

May 1, 2022on

I have been dealing with this firm for about four years now to file my taxes. This year, I emailed the CPA who used to file my taxes. But Leslie Gammon, the office manager, did not respond promptly to my request and did not guide me to another CPA to do the work. I had to send several emails to get feedback. Finally, I sent an email telling her that I was disappointed with the way she handled my request. Then she sent me an email blaming me for that. This is not the way that she should deal with customers! Very disappointed!

M Knezevic

Nov 7, 2021on

I work as an expat in the Mideast and with the help and patience of Jeremy Kryn I was able to take care of my taxes in a timely manner completely over the internet. They are highly recommended and I’ll use them again next tax season. Positive Responsiveness, Quality, Professionalism, Value

Kenzie Evans

Jul 12, 2021on

Jeremy Kryn at HB Morgan is a great CPA. He is the most professional and responsive accountant that we have had the pleasure of working with. He prepares our personal and business taxes and is always prompt and professional. I highly recommend Jeremy Kryn.

Carsten Nicolai Petersen

Nov 7, 2020on

I have international assets complicating my tax return. I worked with Jeremy Kryn to review my tax return to ensure correctness. Jeremy was very knowledgeable and flexible to work with. He was well able to guide me through some complex international questions to make me feel confident about my tax reporting Positive Responsiveness, Quality, Professionalism, Value