DANIEL PIOLI
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Naples Tax Professional Daniel Pioli
Daniel Pioli is a tax preparer based in Naples, FL. Daniel Pioli can assist you with your tax return preparation and planning needs.
Additional Information
HQ Location
1346 Kings Way Naples, FL 34104
Service Lines
Tax Preparation
Tax Planning
DANIEL PIOLI Reviews
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1 reviews
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1.0
11/09/2021
I used Dan Pioli at HR Block in 2019. He joined USA Tax Accounting on 9140 Corsea Wy, Ste 100, Naples, FL 34109, so I went to him in 2020. He did my business taxesS Corp. At our meeting he told me that I could claim losses from my S Corp under my personal taxes for the last 2 years under a new law. He asked me a lot of questions about the S Corp at our personal meeting and said he believed I qualified, to send over my Quickbooks PampLs, stocks, other reports. I dropped them off. They got lost and the subject was never bought up again - just gone, no replies to inquiries. This involved a possible ten thousand dollar deduction. Meanwhile his emails were going to spam and directly into the trash probably because their email address looks like spam ending in ustaxacc.com. I had added him to safe sender, and to contacts right away, some of the emails went through but not about 8 of them. He was making a lot of other odd mistakes and my experience was very different from the year before. In asking for specifics about the the ten thousand dollar deduction 10k loss I would be able to claim on my personal taxes from my S Corp, I was told I did not qualify. I asked why specifically. I got a generic tutorial that did not seem to apply to the law and that was not about my personal specific situation, which I bought up subsequently. I was in finance. I understand financial conversation very well and I'm a perfectionist about the organization of my taxes. He sent an article about the law which I had already read. I told him I read it and it looked like I qualified, why, specifically, did I not qualify? He didn't respond. I asked over and over and got no response. I have all this correspondence. I asked him if he was well, was he having trouble somewhere as I was genuinely concerned? Then I heard nothing. I assumed he was busy and was going to answer when he had time. Nothing. That was the end of May 2021. I emailed upper mgmt November 8, 2021. They forwarded an email from May from Dan Pioli saying he resigned which I did not get - it went to trash I assume. Dan Pioli said my taxes were at the front desk in May. Yesterday after mgmt, Jay Hillis' email, I asked if they had my taxes. I asked if they would throw out original taxes? I asked why, if Dan Pioli knew I was having trouble with his emails going through, did he not call or text when I did not respond or pick them up. End result - I've asked mgmt Jay Hillis two or three times if they had my taxes as I was upset that they may have been thrown out. He is not responding. I asked for a brief one sentence answer Mr. Hillis has not responded. I guess USA Tax Accounting in Naples, FL throws out original taxes with original receipts despite having email bounce backs and trash problems known to the accountant. They also don't answer specific questions. It was a completely confusing experience and I'm not confused by finance. I'd never recommend them. I often provide resources to people. People deserve specific answers to clear specific questions, not - no reply - I resign to the trash.
Win E.
Naples, FL
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