Conner & Associates LLC 20 3rd Street Southwest, Winter Haven, FL 33880

"I am a combat veteran - a retired US Army officer that served in active duty for 24 years and retired honorably from the service in 2016. I endured the most frustrating experience ever - seven months left in the dark to properly prepare, file simple taxes and to apply for an ITIN. Paid ahead of time for services from this office to get my taxes prepared, filed, and to apply for an ITIN for my spouse in March 2023 - fast forward to September 2023 and the only thing accomplished was a request to the IRS for a tax extension. From March 2023 to September 2023 called, emailed, talked with the staff and even physically visited the office; also emailed Josh directly to remedy the situation during the journey, everything in vane, all my attempts were dodged, skipped, and ignored by Josh. During my physical visit to the office in September 2023 Josh declined to see me and discuss the issues, was finally able to talk to him over a phone conference in September at that time, I informed him that my taxes were not filed with as they should have had with the IRS as per letter received from the IRS as of SEP 6, 2023, emailed him proof of it and Josh still denied the facts that the taxes still were not filed with the IRS up to this date. At the end - because of the negligence of this office to respond, I had to seek the legal advise of a professional, due to it, this office was subdued to finally o/a Sept 7, 2023 properly filed my taxes with the IRS. Same issues with the ITIN; I made the office aware (in March 2023) of the fact that I needed an ITIN application to be submitted for my spouse - here we were in September 2023 (7 months later) and Josh had never even filled out a W7 Application, much less submitted an application to the IRS - Josh made me spent $250.00 in a passport certification - I ended up wasting that money and time, come to find out - didn't need it. I was able myself to make an appointment with the IRS and go to the Tax Assistance Center (TAC) of the IRS Office and get the W7 (ITIN Application) submitted without the need for a passport certification. Also, the taxes themselves had to be totally redone at the IRS Office and amended as they were prepared wrong by Josh. In essence - a total failure to provide me the results for the services I paid the office for. My opinions are based on my own experiences with Josh, his office and his detrimental services towards I, and my family, based on it - I will NOT recommend this office services to anyone. ****UPDATE**** As of today, 20 February 2024 I am still dealing with the IRS due to the inability of this office (Corner and Associates LLC) to do their job correctly; they've made such a big mess last year preparing my taxes and I and family are paying the price and the consequences of dealing with this office inefficiency - please be aware and go elsewhere."

"I absolutely would not recommend Josh Conner CPA. Josh was unprofessional in email communications with my husband and I while using his services. He is very unprompt in getting back to you, no matter which way you try and contact him. We tried to file our taxes in early. Tax deadline came and went and it was crickets from Josh. Giving us a very uneasy, confused feeling. After visiting the office twice, he refuses to see you and has an ‘it is what it is, deal with it,’ mentality."

"This establishment was recommended to me by a friend. Mr. Conner filed tax returns for our family. He is professional, informative and efficient. His staff is top notch also. I’ll be back next year."

"Prompt, professional service. Positive experience from my initial inquiry phone call to the office. Windy was informative and efficient and Josh eased our concerns regarding a stressful tax situation. Highly recommend Connor & Associates!"

"I am a retired CPA needing a firm to do my corporate tax return. After I emailed them the necessary documentation, Conner & Associates promptly prepared the return and sent it to me for signatures. Their work was precise and very timely. I highly recommend them!"