Moore Barbara S EA

Barbara is as thoughtful, attentive and detail oriented as I could ever expect. She had been an enormous asset to my business. I heartily recommend her services. I could not be happier!

We have been clients here for over 15 years. I wouldn’t trust anyone else with my taxes. Barbara is knowledgeable, professional and efficient. She is always up to date with the latest tax information and makes it a priority to educate her clients on any changes to tax law from year to year. Besides being a consummate professional, she is a warm and thoughtful woman who puts her clients wellbeing first.

Barb is dependable, accurate, professional and highly recommended. I have been a loyal customer to her for over ten years. Top notch!

I was really stuck trying to figure my experience out. I was referred to Barbara on a glowing referral. Sadly, I was under the impression I was meeting with a CPA. I was amending previous tax returns, but also needed to procure an LLC and filing etc.
I drove from downtown to El Cajon for a «consultation» at 9 am on a Saturday. I was not told of any fees that would be charged for the meeting, and really didn’t come prepared for a filling of any sort. We had, what I thought was, a pleasant chat.
Sadly, while in her office, numerous calls were coming in due to a family emergency. She had to make at least three phone calls to respond to various issues, that took some time. I was never presented a billing schedule, time slip, hourly billing agreement nothing.
Upon leaving, I was given a list of things she would need to file and asked for a $ 225.00 deposit. I paid the deposit and explained I was going to be traveling for about a month. That was that.
Imagine how confused I was when I was told I needed to pay a deposit upon my return to the U.S. It was then, that Barbara explained that she was removing $ 130.00 from my deposit for the «hour and a half consultation» (half of which was spent chatting about traveling etc and dealing with family issues). That seemed really underhanded to me. Ask for a deposit that you anticipate taking money out of for services you just rendered? No contract, no explanation of rates, nothing explaining this expectation?
I was so embarrassed to have to ask about being billed for time she spent working out her family issues etc. She very nicely just stated she didn’t remember making any calls, but that she would take off a half an hour. I was really taken aback by this. If you forget you’re charging me for calls while I am right in front of you, what happens when I am not there? I then asked her about not ever being told I was being charged. She stated, «well if you don’t think I have earned it then you don’t have to pay». Ugh guilt trips are so unprofessional.
After a three day overview, I just realized this was not a situation I wanted to prolong. I asked for a full refund, and have been told I should be receiving one shortly. I guess we shall see.

If I could use zero stars I would. This woman filed, knowingly, an inaccurate and fraudulent trust tax return. Filed the tax return incorrectly even after advised by attorneys that it was incorrect the way she prepared it. Whether it was the lack of knowledge or just a blatant disregard for the profession I will never know. Luckily, I was able to send proper documentation so that our taxes were filed accurately and we received benefits that were wrongly being taken from us.

We’ve been using Barbara for ten years or so. Very professional and easy to work with. For 8 of the ten years I’ve been self-​employed so we itemize everything. She works from my P&Ls to assemble accurate and fair returns at a reasonable fee. My wife works in bio-​med and waivers between high wages and bonuses and unemployed rest periods between company buyouts. Barbara handles all the ups and downs quite handily.
Five stars is for Income Tax not financial planning. For taxes she’s top notch.

$ 95/​hour and slow, so the hours keep going up. Condescension veiled with sweet manners. Perhaps she knew what she was doing at one time, but her memory is starting to go. Sad but true.