truly hate talking or speaking about someone or something like this but if the shoe fits wear it. Hands down the worst tax preparation experience in my lifetime and top 3 worst experiences in customer service.
Tax Samaritan got me in with the promise of experienced tax professionals but from what I can tell they use the same people that get hired by H&R Block. In the beginning, I spoke to Randall Brody who did the sales portion then after I sent my $660.00 (Which to me is a lot of money) little to no communication at all.
February 1st to February 12th I uploaded documents into a platform they use which is like an online forum. Then February 15th I was told I need to sign a power of attorney to allow them to look up IRS transcripts... I uploaded this the very next day. Tax S. said it takes 7-10 business days to get the transcripts.
Now here is March 4-7 and I'm leaving messages with this secretary... FUNNY STORY.... She/he whoever it is that day doesn't actually work in the office. For some reason, they can only access one person's number (Randall Brody) who for some reason is never available to talk to. ANYWAY
March 9th I get an email from a woman (Trisha) who says:
Hi Peter, my name's Trisha, and I'm working alongside Randall on your returns.
Just wanted to let you know that we've just received the transcripts from the IRS that we requested, which we needed to be able to piece together things for you. We'll be taking a day or so to review them, and it should be fairly straightforward from here.
Please don't hesitate to ask if you have any questions!
Well, I wait till March 16th to write an email and then March 21st to call and basically call them and swear out the secretary because for some reason that's the only way I can get a f***ing call back or anything. Then I'm told they have been looking at the wrong transcripts and I need to wait a day for some kind of information on when/what/how much I owe/etc.
***20180322 Update***
I received an apology from Mr. Brody and a full refund $660.00....
"Hi Peter, it is apparent that we have not satisfied you and we haven't met our own internal level of service standards when t comes to our engagement with you. As such, we do have a 100% satisfaction guarantee and would like to offer you a 100% refund should you like to work with another tax firm.
Please advise how you'd like to proceed and I can accommodate"
Randall