Jonathan B. Schermer, CPA

After something might have upset him, I found that there were several thousand dollars missing from my 2014 tax return. I spent a lot of time looking into it, and I found out that he had made several huge mistakes. For money I spent on education, he used form 8917 when he should’ve used form 8863, because form 8917 was meant for high income families which only gave us a $ 2,000 deductible, whereas form 8863 gave a $ 2,000 refund. When he did our taxes for 2013, he had used form 8863, which is the correct form. There were other huge mistakes he made as well. He didn’t file for any of the donations that I had made. When I confronted him about this, he said that it was a mistake the software had made, but as a CPA, shouldn’t he not be using a software in the first place, and doesn’t he pick out which forms to fill out? He immediately apologized and offered me a refund. I plan to file a complaint about him soon.
EDIT: I am posting my response to the reply Mr. Schermer made to my original review. First of all, we had never discussed how many years I had taken the preferred credit for my daughter’s education. Even if we had, it would be impossible for him to be under the impression that I had taken this credit for 4 years by 2014, as my daughter completed and graduated 4 years of college in 2015. My total returns prepared by him only amounted to a few hundred dollars, which I thought was very strange. I spent a long time looking over it and found out his mistake, and had it confirmed by another CPA. The other CPA not only pointed out that I should have gotten another $ 3,000 back in my returns, but his mistake was not only with filing the education returns, but in other areas as well. Additionally, given Mr. Schermer’s experience, the CPA said that these mistakes should not have happened, which made me suspect that these mistakes were intentional. I confronted Mr. Schermer on the phone about this, and he apologized to me, and admitted his mistakes. When I spoke with him that time, he blamed his mistakes on the software, and did not mention that it was because he was under the impression that I had taken the preferred credit for 4 years already. Also, the other CPA stated that even if he had used the software, Mr. Schermer would have been responsible for picking out which forms to use. Mr. Schermer stated in his reply that he made efforts to communicate with me over the phone, but this is untrue. After I pointed out his mistakes to him, he immediately apologized and returned my money to me, which is reasonable because he completely failed at the service I paid him to do. Please be alert with this CPA!

Most helpful CPA I ever met. He was pleasant, professional and I didn’t feel rushed like I was with other guys.
I would rather do a root canal then taxes, not like you ever want to get one (look up Weston Price if curious why not) but he is making the experience as painless as possible. He was the only person who called and questioned what I submitted and explained things to make sense out of the calculations. For the first time I feel comfortable that it was done right!

Excellent CPA. His knowledge of advanced tax techniques like NOL carryforward or carryback, as well as being available by phone or email. I went through a handful of CPAs before I found Jon. Also Quickbooks knowledge is awesome, a lot of CPAs dont know how to use quickbooks. Jon is perfect for you as an individual or small to medium business owner.

We’ve been using Jon for many years as our CPA and he has always been at the top of his profession.
We believe Jon cares about us and would do anything to help us. Any questions we have about QuickBooks, we go straight to Jon.
Look no further for your next CPA, Jon Schermer’s your guy.

I start working with Jon as my CPA about 8 months a go. My business expanded tremendously during this time and big part of this expansion is because of Jon’s very knowledgeable suggestions and brilliant ideas. I am very impressed about his knowledge about tax law and how much he cares about his clients. I can even say that taxes are fun when Jon is your CPA.

Ive been using Jon as my CPA for years and am very happy. Jon is knowledgeable about tax law, and cares about his customer. He takes time to answer my calls and questions, even when it is not regarding my tax return. He works hard, is great at what he does, and is friendly. What else would you want in a CPA?

It’s been 5 years in the making, but I gotta give my man his due. Gotta show my love for the CPA because no one remembers the numba cruncha unless there’s a mistake and the IRS is hounding you.
From a chance encounter on Craigslist (get your mind out of the gutter. I f’d up on my tax return one year and the IRS came a knockin so I found Jonathan Schermer CPA), to now, Jon has always been helpful answering any tax questions I had during the year and accurately filing my taxes each spring. He even noted that my mortgage interest deduction was significantly lower this year which I later found was due to a missing 1098 form (nice catch which saved us over 1k on our return). I also got some 1099s late in the mail after my taxes were done and Jon got me an amended federal and state return sent to my house the same week at no charge.
Standup guy and great CPA, plus I sound like a cheesy H&R Block commercial.