Michael B. Welch, CPA

Michael is a competent accountant, but minimal communicator. We had a tax planning meeting in December and still got hit with a $15,000 tax bill despite Michaels assurances that we had paid sufficient estimates. When we asked him how this happened he did not take responsibility. He also said he would support Quickbooks for our small business when we hired him but changed his policy because QB is a pain. In short, Michael does not like to deal with messiness. So use him if your taxes are straightforward as he has good wisdom, but not if your situation will cause any unpleasantness.

Worst example of communication and customer service I have experienced in some time. When I sent in all my tax documents (4/2/2021) I heard nothing back for almost two weeks. Finally I reached out to inquire if they received everything as it was getting close to the filing date. When I spoke to the office I was told they would be filling an extension on my behalf. Of course I asked if this would cost me anything. As I explained at that time I was expecting that I would owe a very large amount this year. (something I had spoken with Mike about two previous times in 2021 and the end of 2020). I was told that the extension would not cost me anything. Boy were they wrong. I would hope that a CPA would be aware of the penalties and interest that both the state and federal charge when you file an extensions. So the only conclusion I can make is that since they were out of time it was just easier to avoid answering my direct question honestly. I will not be using Mike Welch ever ag

WOW. Taxes have never been so easy. I am always late on the draw and am always accommodated with the extension. My tax documents are returned in a bound book, organized. This year it included pre addressed envelopes to mail in state and federal payments. Thank you Michael and your team!!!