1. JC Grason

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Kansas City, MO

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JC Grason

3.7 (3 reviews)
Closed • 9:00 am - 5:00 pm

Services - JC Grason

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Umb Bank

Umb Bank

(3 reviews)

I work for Microsoft, and Microsoft evidently uses UMB for our HSA accounts. I found out recently…read more(via my tax accountant) that my 2018 HSA contribution was over the federal limit. In order to avoid a penalty for the overage, I contacted UMB to withdraw from my 2019 HSA and restate my 2018 contributions (something that HSAs can do I guess). I submitted the request on Mar 14, yesterday I phoned to find out why I hadn't heard back. The service agent (term used loosely) I spoke with relayed that UMB's service level for responses to withdrawal requests is 30 *business* days (that's about 1 1/2 months, well after tax season). I asked how UMB justifies such a long service level (I literally have never heard of a 30 day response time, much less 30 business days), he said they have a long manual process and its tax season. The long manual process isn't something I'd tell a customer about (that speaks to internal disorganization), and I think most institutions who have tax customers staff up for tax season. After being stone-walled for about 10 minutes, I decided to close my account (and of course there are more fees to pay for that privilege). I'm not sure why Microsoft contracted with a company that provides such poor service. I'm providing the feedback to our HR, I'm sure I'm not the only one who's experienced this last-century service experience from UMB.

Absolutely pathetic service!! We have been with this bank for years. Just this week alone UMB has…read morerearranged the drafts on our checking account so that they may charge overdraft fees at $36 each. We would deposit money so that all transactions were covered. UMB will move transactions from top to bottom and bottom to top so that they can still charge overdraft fees. We were assured yesterday day that with our deposit that all transactions were covered. This morning NOPE things were moved around again and there are new overdraft fees. AND WE HAVE MOT USED THIS ACCOUNT IN A WEEK!! My wife goes to the bank this morning and not only was Patrick rude but he also shouted our transactions so that everyone in the lobby could hear. He could not help us and currently been on the phone for 45 minutes and no one can help or explain their seemingly fraudulent actions. This is not the only time this has happen. I am pulling my business from this bank. STAY CLEAR!

JC Grason - taxservices - Updated October 2026

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