David Jackson & Associates

Review: I retained this CPA accountant in January 2015 at the recommendation of the Probate Court's lawyer. I provided him all my records (extensive and comprehensive)concerning my parent's estate. I am the executor. The accountant (David Jackson) had this information 380 days and has made little progress toward completion. Several months ago, he charged me(and I paid)for what he referred to as the "first accounting". He indicated that he had provided this information to the lawyer. I immediately went to the lawyer who denied having received anything. The lawyer did say that the accountant had just called and made an appointment to discuss it. The accountant billed me a second time (I paid) for filling out a brief form, which he did do. I visited this accountant's office 8 times and had many more telephone contacts concerning the status of my work. To my knowledge, he never returned a call. I picked-up my records, etc. to have someone else work on.Desired Settlement: I would like my work completed. However, even though I think he may be capable, I don't want to take a chance on another year +, of excuses. Just refund my first payment, check # [redacted] for $573.75, for which I received nothing. He can keep the 2nd payment of $168.75 for the "inventory" form completed and I will "drop the issue".