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    IBM TAX SERVICES

    5.0 (1 review)
    Closed 10:00 am - 5:00 pm

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    Services - IBM TAX SERVICES

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    5 More Services

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    4 years ago

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    Liberty Tax

    Liberty Tax

    (26 reviews)

    This office has been doing our taxes for several years now, and we couldn't be happier. They are…read morealways cheerful, friendly, and willing to help. Laureen has done them the last couple years, and is a real pleasure to work with. In the years past we've used other Liberty offices due to our location, and have always been very pleased.

    For eight years, my wife and I used Liberty Tax in Burke, VA, with satisfaction. We appreciated…read moretheir responsiveness, customer service, and integrity under Monique M.'s ownership. However, this year's experience under new ownership was a complete disaster prompting us to switch tax preparers permanently. On February 14th we contacted Liberty Tax via email to file our personal and two business returns. They promptly replied with a link to upload our documents, which we did on February 18th, confirming via email. They acknowledged receipt on February 21st, stating a preparer would contact us soon. Unfortunately, that's where things went downhill. Despite no contact, I emailed them in March as the business tax deadline approached. No response. I called repeatedly, leaving voicemails, but received no call back. Finally, on March 15th (the business tax deadline!), I spoke to someone (Lily) to inquire about our business and personal returns. She initially couldn't find our documents but eventually informed me Bryan was working on our personal return, while Annette handled business returns. I requested to speak with Annette but was unable to. I ended up scheduling a call on April 2nd with Annette. However, she never called us. I called the office after waiting 10mins. I was put on hold, and then was told Annette just got out of a meeting and would call me back. She never called back and I called the office after waiting for an additional 1hr. I ended up speaking to Jame who stated he and Annette were working on my business returns but needed two more documents. I obtained them promptly from our CPA (who clarified these weren't necessary to file) and sent them to Liberty Tax. Despite follow-up calls, I received no updates on either our personal or business returns. Emails went unanswered as well. On April 15th (tax day) Bryan contacted me regarding our personal return. He stated he was wrapping up our personal returns and working on one of my business returns. I'm not sure how he was "wrapping up" our personal return as this was our first time speaking to him. He sent us a draft personal return that he asked us to review an sign so he can efile by the deadline. However, upon review there were several inaccuracies, missing business information, and it showed a state tax obligation. I pointed out the errors and explained the missing business return information. Since our business returns affected our personal return, we couldn't e-file. Bryan proposed filing an extension, which we agreed to. He couldn't confirm if our business extensions were filed. Also surprisingly, when I requested for a K-1 for my business partner after all returns were filed, he didn't know whether I provide it or if Liberty Tax provides it (tax preparers provides this document). On the same day, Lily called to file a $100 personal return extension fee. My wife and I questioned the charge due to their negligence and lack of communication. Lily waived the fee but mentioned the state tax payment due by May 1st, which we handled ourselves. We also emailed for updates on the business returns but received no response. After a week of silence following the extension filing, we contacted them again, leaving unanswered voicemails. Finally, on April 24th, an anonymous sender from Liberty tax emailed us (cc'ing Bryan, James and Annette), stating Bryan informed everyone that he was pending me and my wife's signature to efile (even though I explained to Bryan why we couldn't sign) . Also, anonymous sender stated they would review the documents we provided and see what else was needed with Annette and James. We never received the promised list of requirements. I promptly responded addressing my concerns about my returns and the lack of communication. I never received a phone call or email after my reply. Disappointed and frustrated, we contacted a new CPA/tax preparer. They were shocked by our experience and completed both our personal and business returns in two weeks. We received a state refund instead of the tax obligation Liberty Tax communicated, and most importantly, our new preparer discovered Liberty Tax never filed the business extensions, potentially leading to nearly $1,000 in penalties per business. Thankfully, they filed a penalty abatement waiver with the IRS. If you're considering Liberty Tax in Burke, VA, we strongly urge you to look elsewhere. We wouldn't want anyone to experience the lack of professionalism, communication, negligence, competence, and integrity we encountered.

    IBM TAX SERVICES - taxservices - Updated May 2026

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