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    American Management Services

    5.0 (1 review)
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    2 years ago

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    Edwards & Stanley Financial Services

    Edwards & Stanley Financial Services

    (22 reviews)

    I understand the need to respond to protect your business so I won't take anything you say too…read morepersonally. Requirements for becoming a licensed tax preparer: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Obtain a Preparer Tax Identification Number (PTIN) from the Internal Revenue Service (IRS). Register and submit the $33 registration fee online. Yes, absolutely we wanted to check our tax returns. I'm skeptical that anyone can do a complete stranger's taxes accurately in a one hour consult, and I need to be comfortable with the work before I trust someone with something as important as this. As it turns out, Mr Edwards did not fill out Form 8949 for Schedule D capital gains and loss transactions resulting in about ~$900 in additional tax owed. Maybe an honest mistake, but I'm glad we checked. Rest assured that I did not submit my taxes with your name on them. I don't know why you would even suggest that. Your integrity is called into question when you charge more than the initial estimate. Sure we asked a few questions, but we were looking to understand to make sure our taxes were done right and to assure ourselves we were in good hands. I still don't understand why this is a problem. I would have gladly paid your estimated fee for the hour of your time if you had just answered questions. Clearly there was a misunderstanding regarding the "free consultation" (which is still advertised on your website by the way). I wouldn't have felt the need to go on yelp to review your business if you hadn't jacked up the price by $50 on the spot. I'm sure your business will do fine without me, but I hope you spend more time and care on other client's taxes than you did on mine. There are other companies out there that will spend more than an hour with you to make sure you get every penny out of your returns.

    I called and left a message for them that I was interested in having them prepare my income taxes…read morethis year. Never got a return call from them, went somewhere else.

    Mountain America Credit Union

    Mountain America Credit Union

    (4 reviews)

    I have been with this credit union since 2024 applied for credit card 12/31/2025 got 2 hard…read moreinquiries for the same credit card application with in a week this is the worst credit union I have ever dealt with almost 2 years nothing accomplished but me closing my account today 1/07/2026 it seems as though know one has any awareness of what is going on despite of them sitting in front of their computer with your information as if they dont have any of your information i put in 99 percent of the foot work im extremely disappointed in this credit union im a valued costumer at least I thought I will not recommend this institution to anyone

    I am very disappointed and frustrated. I recently had a CD mature. I went into the bank today to…read moretake care of that. I was rushed out the door while trying to roll over a CD and gain information about interest that I incurred. I'm also frustrated because I'm trying to email the bank and I'm realizing there is no way to do so. I'm sending a letter snail mail which is antiquated and not secure. There's no way to see any of my information on the CD now that I've opened a new one, all of that information is completely gone. It was all there just an hour ago. It's completely wiped from the website and the app, and I cannot look at Information, that I should be able to find on my own account. The young man, whose name I believe was Isaiah who assisted me told me I would be able to find this information online, which was not true. He also rushed me out the door and forgot to give me a cashier's check for nearly $4,000 that I had to come back into the bank to get. What I like about Mtn America is the low fees and the high interest rates, however, the service has not been good. I often feel like I'm speaking with people on the phone or in the bank that do not have enough intelligence to give me information about my account. When I asked the young man how much interest I incurred he told me an incorrect number and seemed completely disinterested and annoyed with helping me. Logging onto my account to find out the details and seeing that all of that information had immediately been deleted is UNACCEPTABLE AND ILLEGAL. I want to see a printed-out tally of the interest that I incurred for my 24-month gross certificate that lasted two years. I believe what I earned should be higher. I wanted to follow up and check the interest rates that I was receiving monthly, and the timeline of which I continually added to this CD to double check, but I cannot find that information on my account because it has been deleted after rolling over my CD just an hour ago. This should not be, a customer should be able to find that information indefinitely while their account is open. Had I known that everything would be completely wiped from my account, I would've printed it off myself. What I'm describing is illegal and I plan to make that known if this isn't resolved. I walked out, uncertain about the information I was given. I was not able to give myself any reassurance logging online because the information is gone. Your website is less than stellar (it should be impeccable when dealing with people's money).- I have told CS reps on the phone before about this. Some of the help that you hire either seem totally disinterested or incapable of helping me. I have linked my external banking accounts to my Mountain America account and the information is almost always inaccurate regarding how much money I have in the other accounts. I realize there is delay or lag for those to be updated, but it is always way out of synch. I want to see monthly interest rates and deposits of previous CD. I do not want to be told that that information is no longer available. That is unacceptable and illegal. It is a breach of security for me to have to mail any other account information snail mail. MACU has no way to email a rep via secure message. I cannot get his information from anyone at the bank. Rating F for security, helpfulness, reliability.

    American Management Services - financialservices - Updated May 2026

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