They were good for several years but now they have a form that you have to sign to give consent to allow them to share your Info with Advantax Financial services and agree that they can market their products to you. I asked not to share my tax and financial info with them, they said I had to sign consent. So I signed with note that I was not in agreement with sharing my info with another company. the form says it is not allowed to make tax prep contingent on signing, but they clearly said I had to anyway. when I signed with the note, they said that because I was giving zero days of consent, The principles could not review or email me at all. At this point dealing with the office staff, I felt there was some bad misunderstanding on my part or theirs, it sure doesn't make sense that I cannot email the principles of the company I have contracted to prep my taxes! So, I emailed Jeff Rasco to ask for a call to have him explain this to me, instead of him getting back to me with a suggested time to get in the phone , I get a letter of termination saying "We received your email to Jeff, after we clearly stated as licensed financial advisors you cannot communicate with them through email", furthermore " We had already agreed that we could prepare the tax return, minus the signatures, with no intent to disclose information to anyone, as long as you understood we could not communicate via email". No signature of who wrote this to me by the way!
How in the heck do you restrict communication by email when we are doing this all remote.
I'm with the google rating (Jesica) saying they are very rude. Nuts really! The times I got to speak with Jeff all was good, now his office staff, Brandi, seems to be the face of the firm and she is terribly rude. There are plenty of people who prepare taxes, this firm has gone rogue. don't do it if your considering them for Tax preparation. Seems you have to wrap financial advisor in with TAx preparation or you can't talk to the principles. The craziest thing I've ever experienced. read more