JOE PETRIK
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3 reviews
Douglas Tax Professional Joe Petrik
Joe Petrik is a tax preparer based in Douglas, MI. Joe Petrik can assist you with your tax return preparation and planning needs.
Additional Information
HQ Location
2902 Blue Star Hwy Douglas, MI 49406
Phone
(269) 857-5639
Service Lines
Tax Preparation
Tax Planning
JOE PETRIK Reviews
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3 reviews
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1.0
04/08/2019
Joe has been our accountant now for over 20 years. We have the highest regard for him, and have always found him to be professional, polite, and informative. I have referred many people to Joe, and will continue to do so. I find that although we have an account to file our taxes, we as citizens have a responsibility to know what the consequences are of filing late. We have filed for extensions, but we've always been aware that should we owe, there will be penalties for any money that is owed. If you suspect you will owe, it is to your benefit to pay something up front, even if you don't know how much. By doing so, you can save penalties and interest. Is it fair? No, but it's the law. We will continue to use Joe as long as he's in business. I'd trust no one else with our finances.
Denise P.
Benton Harbor, MI
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1.8
04/02/2019
0 STARS-AWFULI went to have my taxes filed, for the first time with Joe Petrik, this year 2019 I was filing both my W2s from 2017 and 2018 I had waited to file both years until this year2019Sadly, I owed money back to the government due to a mistake of my own on my 1040 work forms. Sad news, yes, but understandable and a life lesson I wont make againHowever, when I was informed of the total amount money I owedinformed by Joe Petrik, i was not made aware that any penalties, whatsoever, would be charged to mePenalties charged to me because my 2017 tax returns had an apparent deadline in 2018 to be filed, and payed backBut how would I know to pay this money from 2017, on a deadline 2018, when I filed both 2017 and 2018 W2s in the year 2019. When I received no notice for the entire year of 2018 all the while, these taxes owed are building up late penalties and interest. i can admit, this is not Joe's fault, this is a whole other can of worms with the IRSBut given Joe's experience and years of filing taxes, one would think that he would make sure that any PAYING customers would be made aware of any EXTRA charges that could come as unexpected otherwiseJoe absolutely did not give me so much as a warningFirst, I went with my father to file my taxes at Joe Petrik's office in Saugatuck. My father had been using Joe's services for many years prior to this, having gained an apparent trust for his businessWhile there with my father I noticed a number of things: Joe barely acknowledged us while in the office, joe seemed to rush through the paperwork of filing the taxes, he seemed to be busy with other people's paperwork as we arrived, and had me and my father waiting as he wrapped that up. I also noticed that my inquires into understanding why I must pay back money was met with a hostile, demeaning attitude. Because, obviously, I should have known my mistake, before I was informed of my mistake SarcasmAnyways, leaving Joe's for the first time I knew I had to pay back money to the government, I k ew why, and I knew at this point it was because of my own mistakesOne month later, i recieved two separate letters from the IRS informing me of my penalties and late fees imagine my surprise, I'm sure no one loves an unexpected late feepenaltyImmediately, I called Joe's I was told by his very friendly secretary that I could be seen the same day, however I would have to sneak in between his meetings. Very understandable, I dont want to take up anyone's time, while they are paying for a service.Note, my father and i already have paid him for a service, as wellSo I get there today, April 2, 2019. I arrive around 3:19 p.m.I have a cell phone and do remember the exact time. He was in a meeting, so I waiting in the lobby area for a moment he could be freeVery shortly, he became free and his secretary waved me into Joe's officeImmediately upon entering the office, I noticed that Joe did not even look up from his paperworkagain. While I quickly explained the situation, he did not look up nor stop his other paperworkAfter showing him the letters notifying me of late fees, Joe's only answer or response to me is, well that is what happens when you owe the government money, they penalize you for it when you dont pay back right away.If that was so easy for you to tell me now, then why was I not informed immediately upon filing my taxes with you? If you filed my taxes, and you knew I have to pay back money to the IRS, and you knew it was from two years ago, why not let your paying customer know?I was completely sidelined by these charges. Nearly 300 of extra penalties, which are suddenly due, or subject to more late fees, within 15 days. Frankly, that amount of money for a lower income such as myself can be completely devastatingWhile explaining to me, about those obvious penalties, Joe once again belittled and spoke down on me, because I was uninformedDo not use his service, he is a rude man, unwilling to help, and will not offer so much an an apology or refund, for a job unfinished
Casey H.
Holland, MI
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5.0
03/21/2019
Best tax professional I have ever worked with. I refer everyone to him. He's upfront, honest and quick. My type of personality!.
Carrie C.
Saugatuck, MI
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