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JH
Jeff H.

08/01/2016

Overall
Expertise
Professionalism

I utilized this service for taxes and payroll (same owner) for tax year 2015 and payroll for Q1 and Q2 2016. Taxes were inaccurate. I was sent a follow up bill from the IRS with an adjusted payment. He did not redo the tax forms or verify any of this when I asked his what the bill was about. I then received a notice indicating the S-corp filing was filled out incorrectly and that my tax status was inaccurate. No resolution. Payroll issues also occurred. He held my funds in his own escrow without depositing for IRA and 529s. I had to issue an ultimatum before he would take action. I lost 25% of my IRA investment capability in 2016 based on histiming.
I informed them I was going to move to another service starting July 1, 2016. Met with radio silence. We spent 6 weeks trying to get these spread sheets and tax copy. They agreed to send didn't. This was a cost to me - the new services had to spend billable time to recreate the tax records for Q1/2 payroll taxes and verify with the state.

Details

Phone: (317) 631-9450

Address: 2405 English Ave, Indianapolis, IN 46201

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