David Mills, CPA, LLC
About the Business
David Mills, CPA, LLC is a reputable accounting and finance institution located at 155 South Main Street in Morton, Illinois, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and efficiency, we offer a wide range of services including tax preparation, auditing, bookkeeping, and financial consulting. Trust David Mills, CPA, LLC to handle all of your accounting and finance needs with precision and care.
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Location & Phone number
155 S Main St, Morton, IL 61550, United States
Reviews
"More info to come"
"Update: We have received hundreds of dollars in late filing penalties. Currently trying to get the penalties waived. tl;dr: two years of IRS taxes were never filed, despite David being paid to prepare and file them. The backstory: I had taken our taxes to David Mills for the Tax years 2019, 2020, and 2021. No issues for 2019. We were expecting a Federal Return in Tax Year 2020. Due to pandemic related delays for returns, I didn't question when the return wasn't issued right away. I had called their office finally, and they returned my call asking for my new son's Social# for extra verification (I have confirmed I had provided this information to them initially; this was my first indication that something was amiss). I waited months longer, still no return, and called back. At this point, they stated that all they could do was run the "Where's My Refund" tool on the IRS website. I had done this repeatedly, but it would never return any information on the status of the return. Being the fool, I still assumed that the return was still being processed, and went back to David Mills for Tax year 2021. We happened to owe money to both federal and state, and so were not expecting a refund. Fast forward to 2023, Tax Year 2022; I had called their office multiple times over the previous year, most of the time leaving a message with no callback or response. But thinking that the situation was out of their hands, I didn't push it. Right now, I still do not have the 2020 refund, and so I decide to file myself this year. I attempt to file my State taxes; in order to create an account, you need to submit your previous year's AGI for identity verification purposes. The site will not take any of my information, so I finally make a phone call to the Illinois Dept. of Treasury. Drumroll please.... My Tax Year 2021 Illinois State taxes were never filed! I call the IRS, and neither my 2021 nor 2020 taxes were filed! I have email records from David Mills, personally, for BOTH years, stating "I'll file today!". And now I have to deal with 2 years of late returns. I've already spent almost $50 just mailing the forms, not to mention all of the TIME on the phone with both the Treasury and IRS, TIME trying to round up 2 years of old tax information and put it together to mail, TIME going back and forth with the IRS. Because a portion of the 2020 return was intended to "pay ahead" taxes, there is a high likelihood I will have late fees plus interest that has stacked up for 2 years. As soon as I discovered that the returns were never filed, I called David Mills' office. I explained the situation to the receptionist, who - seeming very unfazed (as if this isn't the first time this has happened) - stated she had no information and couldn't comment, but could forward me to David's answering machine (he was out for the day). I left him a message requesting an explanation as to what happened. And in typical David Mills fashion... no response (as of this writing, I left the message a month ago). I take this to mean there is no explanation. If I had used David again, I never would have discovered the missing returns, and there's a high likelihood this year's taxes would not be filed either. I'm no legal expert, I believe it is the taxpayer who is ultimately liable for any fees or penalties (there was a case where the tax preparer embezzled their clients' money, and the court ruled against the taxpayer/client - who was still on the hook for the money). So judicial precedent states that David Mills will ultimately hold no responsibility for any fees I incur. Depending on their significance, I plan to reach out to David's office again and ask for compensation. If I happen to receive any, I will update this review. Do yourself a favor and just use TurboTax. If you unfortunately have already used David to file, do yourself a favor and call the IRS sooner rather than later to confirm that your return has actually been filed."
"David took the time to explain everything to us for our new business. We were clearly able to understand what we needed to do and I truly feel like we’re in good hands!"
"Had my taxes filed in March, only to get a letter directly from the IRS stating that I had NO proof of identity filed with my taxes and I now have to wait NINE weeks to get my return re evaluated by the IRS. All because they did not do their job by submitting what I provided them. When asked about it all they had to say was “I don’t know”"
"I took David my business to complete my 2014 tax return. This was a very complicated return due to my status as an independent contractor in multiple states along with a mid-year change in residence. Despite many exchanges with the IL Dept of Revenue, Dave was able to resolve my concerns. He even drove to Springfield on my behalf on Christmas Eve to petition the IL Dept of Revenue in person to resolve an issue. Dave follows through and knows the tax code well."
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