Our discontent has to do with multiple issues. First, I requested our filing to be evaluated MFS versus MFJ since I knew that my student loan repayment would be starting this year, and it was crucial for me to get my tax returns file timely. Yet, the firm failed to prepare the MFS as requested, and only MFJ was prepared a few days before the deadline of April.
Further, no one was replying to my multiple follow up inquires. Then, there was a TSP issue that the firm obviously lacks expertise. Due to those issues, my tax filing with the IRS deadline passed, and my tax filing was delayed because of it. I understand that these things happen, and I did not want to make a big deal out of it and I went ahead and paid the difference to IRS/with potential penalties.
Lastly I had to follow up (again) we would had not know that there was an issue with my tax return due to to error, I have to remit payment to the IRS directly and most likely will have further penalties, once again.
The Firm lack of communication and poor customer service is so disappointing since they did not notify me that my e-filing was rejected until I inquired 5 weeks after since nothing was posted on the IRS website. If I had not inquired, no one would follow up. Still, the firm requested for us to pay the full amount as if services were completed timely and efficiently, although this was not the case.
After I explained my frustrations, the firm no longer replied and instead requested the full payment amount.
I plan to submit a formal complaint about this firm to the IRS and BBB. read more