Tom O’Sullivan, CPA

For years, Tom O’Sullivan has been handling our incomes taxes, and we couldn’t be happier. He takes great care in preparing and filing our taxes to ensure the highest quality of work.
He has gone out of his way to make sure we understand every aspect of the tax filing.
With his office in Concord, we found it had a professional atmosphere, which made us feel comfortable.
Tom’s firm treats your tax return with respect, which is important to us. We trust him with handling our taxes, and wouldn’t use anyone else.

IF ZERO STARS WERE AN OPTION, WE WOULD GIVE THAT.
This experience happened last tax season. We waited a while before posting a review to see if the emotions of our horrible experience had subsided. Sadly, they have not, and we want to save others from using this firm for their tax preparation, which we know can be very stressful.
This review is for their Concord location on Salvio Street. This CPA took over for Bill McManigal and Associates, after Bill and his wife retired. We were very long-​time satisfied customers of Bill and were very sad to see him sell his practice. We were assured that Tom O’Sullivan, CPA, would handle our tax affairs with the same efficiency and care as Bill. WRONG!
First, our tax preparation is nothing complex. It’s run of the mill deductions and forms. But, just enough complexity and time commitment that we were happy to pay to have done. We first met with Tom in early March. Red flags went up immediately because, let’s just say, Tom’s social skills are not very customer friendly or savvy. Both spouse and I agreed that something wasn’t quite right, but Bill had assured us when he notified us of his retiring that we were in good hands, so we trudged onward.
During our meeting, Tom assured our taxes would be completed within 2 weeks (that was also the norm when Bill did our work). After 4 weeks (and creeping near the tax deadline), we called back asking for a status. No return call. Incidentally, Tom’s teenage son was the receptionist, who did not embody the professionalism you might expect from a CPA firm. After 2 more days, we phoned back again, this time getting Tom himself on the phone, who said he was really busy, but would have our taxes done by the next day. 2 days later, he emails us a draft of the taxes, but there were quite a few line items missing information. We called him back immediately, addressed our concerns and were told that the best he could do at this point was file an extension since he was too busy to finish them. WHAT??? File an extension because he dropped the ball 6 days before the tax deadline. He had our tax information almost 5 weeks at this point and no one from his office had called or notified us asking any questions whatsoever.
Of course, we were kicking ourselves for not listening to our inner senses. We were really in a pickle because Tom had taken all of our w-2’s, 1099’s, mortgage interest statements, etc. We frantically went on the search for another tax preparer who might take pity on us at such a late date, and thankfully found a hidden gem (see our other review for tax preparers). When Tom said he couldn’t have our file available for us until after the tax deadline (they were too busy to have someone get it available), we had to go to work getting duplicates of all of our forms, which miraculously we were able to do.
We don’t know if Tom O’Sullivan bit off more than he could chew in purchasing Bill McManigal’s business and customers, in addition to servicing his own original clients, but this type of service and conduct is not acceptable. Ironically, to date, we have not heard a word from Tom O’Sullivan. That in itself speaks volumes.
Steer clear from this guy!!! There are many, many great tax preparers who will provide quality on-​time service. Poor tax preparation is not something you want to take a chance with, and sadly you will be taking too many chances by entrusting him with your taxes!