This is a follow up to the one star review of Matrix regarding my 2022 return. I am updating based…read moreupon Steve, the business owner's response to my horrible experience, he reached out via snail mail and refunded the cost of my 2022 tax preparation. I feel better about the mistakes; however, I was left with several issues to sort out with my Medicare and Social Security benefits as a result of the errors. His due diligence to make amends is sincerely appreciated.

I'm writing this to inform those considering Matrix III to reconsider whom they choose for their…read moretaxes. Long story as short as possible, they knowingly misfiled my wife and I's taxes and the IRS sent us a collection notice for $1,878 in which Matrix III accepts zero responsibility. Huge issue for most anyone, and when you're a medically retired Marine and on a fixed income with a recent newborn it definitely stings especially when you pay a tax service company to properly file your taxes. In calling Matrix III they don't accept responsibility and Linda will sit there and argue with you. Steve was nice to my wife when she called, but again, zero acceptance for the issue his employee made. Both Linda and Steve claim that they have marked in their notes that they informed us that IRS could come back at us saying I didn't provide all paperwork to them. Which is a blatant lie because neither my wife nor myself would have run this risk. I don't know how their notes are saved, but since I called a couple days and Linda was working alone, I think the possibility of updating notes could be possible when you are informed of an issue. Notes aside, you'd think being the tax professionals that they would refuse to submit any taxes to the government until they had all the paperwork in hand to verify all their submitted information was correct. Also you'd think that since they knew information was missing since Linda admitted that on the phone for which all phone calls I make on my phone are recorded, they'd have us sign some sort of documentation saying information x was discussed but not presented and any issues that may arise are not the fault of Matrix III. But instead they mark it in their "notes" that you never see or acknowledge that that's what you actually talked about when your taxes are prepared prior to any issue arising. Again, they clearly knew that they didn't have some income records because Linda admitted that, and again I ask, what professional submits wrong tax filings? Please note, that I get a medical retirement from the VA and also Social Security disability due to combat related injury. The VA pay is not taxable income and social security wasn't taxed either prior to my wife and I getting married. So I was under the impression that it would all be none taxable again for 2015 which is the year my wife and I got married. This is why they didn't have all income documents. Linda never mentioned or took the time to explain about it prior to speaking with her after the IRS collection letter was sent. Again, I have a call recorder on my phone that records every phone call (not just for this issue) and she admitted that I told her what pay I received. I'm straightforward with nothing to hide so when the topic came up I explained what pay I received and why I didn't have my paperwork for my income and only my wife's. The guy we used this year asked to see my paperwork so after we left I sent it to him but didn't really know how it affected our taxes. Also, don't expect any timely calls back or acknowledgement of receipt of information. In one of the pictures you can see that Linda tried to call me on April 17th... the day before taxes were due this year to see if we were coming in to have our taxes done. But also, I called May 22nd to inform them of the issue I just explained here and emailed some information after that phone call. On May 30th I still hadn't heard anything, with the 29th being a holiday so I doubt they were in office and don't consider that a working day (as expected on a holiday), so I had to call on the 30th at nearly 2pm to find out what was going on.

Larry has had a relationship with my family for 50 years (plus or minus) He helped my father build…read morea portfolio that enabled a retirement in the mid 1980's that continues to sustain him today. competent, patient and great professional. He has supported my investments also.

The agents at Kennard Financial have been handling my finances for as long as I can recall. They…read moreare always patient & professional, and they have helped my portfolio grow...even in the worst of economies! I recommend them to all my friends.

Great local Tax Service. Bob has been doing my taxes since 2015. He is very thorough,…read moreknowledgeable, and is very fair priced. I've always been charged $60-$100 for tax services. Highly recommend!

The owner is literally mentally ill. She will strike…read moreherself in front of clients, have outbursts of crying. She does not return calls. Every season she fake an illness after April 15th and goes missing for long periods of time. I hope she gets the help she needs but the turn around to get anything done should be a week or so, not several months. The cheaper price isn't worth the degraded service.

Don't do it. Called mobile tax solutions. Makes many mistakes and doesn't admit it. Lies about it…read moreand you have to pay for the penalties. Has no time to do the work, doesn't let you know important information, can't be reached to ask anything, doesn't answer the phone or emails. Assistant is rude, angry, and lies also.