Business ProfileforNC Financial Group | Ukiah

If I could give a zero, I would. I've been with **** for a few years. This last year, as he has moved to a new location, and grown his "team," it has been a nightmare. He had his associate **** work on our taxes, when **** had always done them. They forgot that two of our rentals were sold, one other home is ** was sold at a loss of $26k and they showed an income of $187k! The two rentals we did have were not listed, nor their expenses. Are you kidding me! I had to reach out no less than 15 times to correct the multitude of mistakes. I offered $850 max to do our taxes, though the bill was $1k over that. I stated I would just go to the ***, so **** agreed. I am now being given notice of a $7,881.56 balance due by the ******************** with $800 in penalties and late fees. The year before all of this, he was to put my savings in a money market saving, when he put it into a mutual fund account losing $13k. I contacted Cetera Financial administrators who were immediately on site, and made him re-instate my losses and move the money into the proper account. Needless to say - I will never do business with him or his team again, and neither should anyone else. I have reached out to a new tax person who is a CPA to hopefully fix ****** mess. He is also ghosting me over the latest notice from the CA ********************