Sorge CPA & Business Advisors, SC - Monona

Wendy Adams

Jun 17, 2024on

We have always used a CPA to prepare our taxes. This year, we planned to move to what we thought was a local, large firm and had chosen this organization. This was a huge mistake. First, they promised if all materials were submitted by 3/18 (ours were), they guaranteed your return would be completed on time. Not only did they fail to do this, they simply filed for an extension without ever letting us know. As it was getting closer to the date taxes were due, I reached out to ask about the status. When they indicated they weren’t going to meet the 4/15 deadline and had filed for an extension on our behalf, I asked if they were going to let us know if we owed taxes so we could pay without incurring interest and penalties. The tax preparer who had been assigned to us said she’d calculate an estimate. Later that day, she came back and said we should pay over $22k and just apply any overpayment to next year. We knew this was a gross over estimate and an utter display of incompetence. We called and attempted to escalate the issue but were told they only communicate using the app. We were never able to speak with anyone other than the Reception staff. We immediately pulled our business and went back to our old CPA. We estimated our own tax, which was over $13k less than they had indicated. I did lose my $100 deposit but they had the nerve to try to charge me another $400 for this incompetence and act like they did me a favor by waiving it. Please do not ever use this organization if you care about your financial wellbeing. We are two educated professionals who learned that this place can not be trusted.

ilein taipe

Nov 7, 2023on

Sorge bought out our accountant in Stoughton Wisconsin I am a veteran volunteering at the VFW. We are nonprofit as soon as Sorge took over all they did was give us a hard time and then dropped us with excuses and unprofessionalism. They did the same to the American Legion and disrespected the Finance officer there. This came from the owner/ CEO of this company. What a disgrace of a business

catherine thomas

Mar 23, 2023on

I have been a customer for years here to get my taxes done. In the past 2 years the cost has gone up over 50 %. I will not be coming back . I have been waiting over 3 weeks for simple taxes to be completed and still do not have them. They are rude when you call to see if they are done. Response is always they are waiting to be reviewed. Can not confirm when they will be done. Much of the same last year also. Gave them another chance this year shame on me. I would not recommend them to anyone.

David Kleckner

Apr 20, 2022on

NEVER EVER USE THIS SERVICE. The owner will leave passive aggressive updates on your review a year later trying to rewrite history. Even after you've proven him wrong and had a huge refund come back that year because his firm did in fact file your taxes wrong and he made you over pay.. I'm still dealing with his messes... "The owner" will say anything to get you to pay the bill and then his assistants will email you a tax voucher and invoice from then for far more than he ever represented and claim that they didn't have the right information. BEWARE unless you like your finances handled by an automated email. Go elsewhere.

Sunshine Mikulak

Nov 7, 2021on

Weve been using Sorge for years and are always so pleased with our experiences. The whole team is so responsive and helpful. Highly recommend!

Ernest Schuepbach

Nov 7, 2021on

Great service, Prompt answers to questions. Great experience!

Carol Birch

Nov 7, 2021on

I have had a good experience with Sorge and the efficient staff and would recommend this company any day.

liz santine

Nov 7, 2021on

First time customer, and will not be the last. Service was friendly, prompt, and attentive. I do not fear tax season as I did. Special thanks to Paul!

Karen Roder

Mar 22, 2021on

I have used Sorge for years and always had a good experience until this year. I have really simple taxes and usually had them completed in 3 weeks. This year was horrible. I kept calling and got excuse after excuse. I left the preparer, Eileen, a msg asking for a response and did not ever hear from her. While I have had good luck in the past seems like the little guy isn't important!!! May have to look elsewhere.

Julia Schrammel

Nov 7, 2020on

I set up a phone meeting with Janet and she never answered. I called the office and she was not in the office. Very unprofessional and you definitely lost a customer.