I have my own story that scared the you know what out of us. We went to them many years ago months later we got a letter from the IRS stating we owed them $30,000!!! And as of a certain date penalties would start accruing! Yes you read that right! I nearly had a heart attack. We had looked everything over beforehand but did not realize they did not file one form for an IRA account my husband had moved to something else hence it was calculated by the IRS as income! We fund a GREAT accountant (upon recommendation from a friend) and she within a couple of days cleared it up and filed the proper papers at that time it cost $175 and was worth every penny. She called the IRS directly and spoke with them with us in the office. She said she couldn't even tell me how many horror stories she had of people that had issues because of the FREE AARP service. We've been with her ever since!
Last edited by rdhdleo; 03-12-2015 at 09:24 PM.
Reason: typo
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