Bakertilly Reviews

They miscalculated amount of money in

They miscalculated amount of money in my HSA

SIPP transfer glacially slow

I have a SIPP that is managed by Baker Tilly in the Isle of Man In the current financial climate I have not been happy with the fees that they take or with the charges of the financial platform where the SIPP is invested Therefore on the 8th December 2022 I completed forms with another UK financial provider to transfer the SIPP out of the Isle of Man They must have contacted Baker Tilly before the end of 2022 as I received a Baker Tilly form to complete on the 18th Jan 2023 which I duly did and sent back to them Since then I have been waiting for the transfer in specie to be completed I have received conflicting information as to whether it is Baker Tilly or the financial platform who is at fault but neither seem willing to complete this transfer as they taking money out of my pension to pay themselves for doing nothing It appears that there is little financial protection in the Isle of Man for individuals so all I can do is keep sending angry emails to the companies concerned My advice would be to steer well clear of the Isle of Man if you want to invest I have transferred other significant investments with other institutions and this has taken two weeks at most so I do not understand why this has taken coming up to 7 months

Baker Tilly is claiming that PNC and

Baker Tilly is claiming that PNC and Truist banks will participate in the digital dollar scheme I bank at PNC and asked the manager and was informed that this claim is absolutely FALSE My friend banks at Truist and was told the same thing So I wouldn t put much faith in things that Baler Tilly reports on when it comes to Democrat schemes to control our finances from now on And don t be afraid to ask your bank if you see them listed on that article

Used the office out of Massachusetts

Used the office out of Massachusetts for a SOC2 audit - the audit team was not knowledgeable and tended to stray from the written controls and change the rules as we went along The final report was horrible and it took almost 2 months after promises of delivering it sooner than later

Very Dissatisfied

I don t know a better way to put this other than they are cowards and the business is managed strangely They were difficult to get meetings with And then suddenly stopped providing help and wished me luck Would not explain what or why Simply ghosted me Very bizarre but after doing some searching online I m seeing that this poor performance is not unusual Which is reassuring I could not for the life of me figure out what had happened for our relationship to sour for them to suddenly stop responding

Looks good but incompetent

Worst accounting firm we have come across in Victoria While personable their accountants filed our CRA returns without having our company pay us personally This after being reviewed by a manager and a partner Additionally their administrative division double billed us on invoicing Overall more than underwhelmed by this high-priced firm

Zero delivery on worthless paper contract

Baker Tilly JFC UAE failed to perform contractually after significant upfront retainer fees were paid They then reneged on alternative solutions being provided and ghosting me not having the capability to deliver on the contract on account of third party providers

If I could give a NEGATIVE I would

If I could give a NEGATIVE I would UNRELIABLE INCOMPETENT IGNORANT DO NOT TRUST THEM THEY LIE HAVE NO REGARDS FOR KEEPING APPOINTMENTS NOR RETURNING CALLS