Issues with Natalie Kolodij Tax & Consulting?

[Doug Kienzle]

Has anyone else had major issues with Natalie Kolodij Tax & Consulting?

For 2021 she didn't file all the necessary business taxes for my rentals in multiple states and six (6) days before my personal taxes were due she sent me an email stating she would not be able to complete my return by the deadline.  The kicker is that the reason she couldn't complete my taxes is because she booked a trip to go out of the country and didn't want to forgo the trip.  The taxes she did send to me for review were riddled with errors, which if filed were going to cause me to have a substantial tax bill.

She has posted a lot of BP but I can't find anyone praising her work.

[Natalie Kolodij]

Hi Doug, 

I sent over an email to setup a phone call bceause I can't discuss specifics publicly but I'll address what I can - 

I left for my trip on October 15th - it wasn't a trip booked mid tax-season that caused delays. 

I'm not a CPA- I've never said I was. I have the five year education requirements, experience requirements ect, but the EA license made more sense. I don't only have a a PTIN- I'm an IRS Enrolled Agent which is a tax specific exam and credential that allows you to be federally licensed, vs by a specific state. The only thing a CPA license allows you to do that an EA doesn't is Audit financial statements for publicly traded companies. Several of the amazing tax pros here on BP are all EA's not CPAs (Steven Hamilton, Michael Plaks)

State filing requirements vary and are based on an income threshhold for the state- if you have 0 or negative income then there may not be a filing requirement. 

On the service level side - people are far more likely to share a bad expereince than a good. 

At the end of the day I'm a small business owner, and the past couple years in tax have been absolutely insanity. We've had more tax changes, law updates, filing delays, IRS 8 months beind on opening mail and answering 9% of calls received, PPP loans, Stimulus checks, ect- We've had more tax bills released in the last 2 years that required us to learn them on the fly DURING tax season (Becuase they were changes applying to the literal returns we were preparing) than we'd had in the past 10 years combined. It hasn't been a normal tax enviroment- and the smallest firms got hit the hardest.

That was combined with a ton of preparers retiring from tax, and very few entering. So there has also been a huge staffing shortage in the field as well. 

So in short- I'm not a scam. I'm just a small business owner who got her *** handed to her the past year. I thought I'd scaled back enough to handle everything but with continued changes it was a moving target. 

I will absolutely admit the service was sub-par, and I can tell you right now I've already made a ton of changes to never go through that again. No one goes into business with a plan to provide less than amazing service, but it can happen and all you can do is try to correct it moving forwad.

Mistakes will happen- we're still humans. I've found major mistakes made by other big name Tax pros on BP, and I'm sure I've made them. Everyone makes mistakes sometimes. 

If there were mistakse found I'm so sorry it happened and I'll do what I can to make it right in whatever way makes sense.