-
January 2024 by Ben Cak
Please stop spam calling
-
October 2023 by Jackie Barikhan
Loved working with Joan! She really gets the self employed business person and has all kinds of tips to help you with filing your taxes and getting your business set up properly with LLC's and INC, C corp, S corp. Super friendly and helpful! Highly recommend!
-
July 2023 by Kory E.
As I read all the reviews, I can see I wasn't the only one who did not receive an stellar service, and I bet most of the excuses were, I was sick, or I didn't have time, because it's now a very busy tax time.My calls were mostly with the answering machine, my texts were ignored, and when I finally recived an email, it was apparent that my original email was not even accurately reviewed and the response was an answer totally off the request for respond, and it was apparent that my email and my explanation of what happened was not even undrestood as to why I didn't receive my refund that IRS said I was going to get"??So I ended up calling IRS myself, and they explained that there was an error in filing so they held the refund back.Bottom line, I told you so!!!
-
June 2023 by Patricia C.
Joan Williams, RTRP, CTRP Business titled: United Tax Service. Met with me to discuss the possibility of setting up bookkeeping for tax purposes. We agreed to work together. She linked into my bank account. Took $250 for a retainer fee (later I found out that it's not standard protocol) and then proceeded to ghost me. I've written her on several occasions requesting the return of my $250 retainer fee since she had not provided any services. It's been over 3 months. I know she's around, as she inadvertently answered a few emails I sent thinking I was a new client. On top of that, I found out she doesn't even do basic bookkeeping. She just found someone to start doing it for her. As I stated in an email to her, I will be reporting her to BBB and the CTEC REGISTERED & CPA's - Board of Accountancy, Attorneys - California State Bar. ftb.ca.gov
-
September 2022 by Waw W.
I have been in a state of panic regarding capitol gains taxes from recent moves. After speaking with Joan Williams, I now feel a palpable sense of relief that my situation will turn out well. She asked a series of questions, was on point, highly professional while also being personal. She sent me an immediate link detailing what I need to provide to start the tax process. I am pleased to entrust Joan and United Tax Service with my capitol gains tax dilemma.
-
June 2022 by Steve F.
Joan, I never received a e-mail. Again, this is Unacceptable! we paid you months ago. And you never to this day completed the job of sending our taxes to the IRS. You mention this email that we never received. Not only that why do I have to go through Yelp to get in touch with you. Why aren't you professional enough to call us talk to us or meet us in the office. You were more than willing to meet us when you got our money. But when you don't complete the job we hear nothing from you. Unacceptable. Why don't you just put how you're going to handle this situation on Yelp because you don't seem to want to get in touch with us any other way.
-
June 2022 by Gina F
**** was a nice person, however, her demeanor and attitude changed towards my husband and I, when SHE FORGOT TO E-FILE OUR TAXES 2021. We called her a couple of weeks later because we didn't receive any money back from IRS. When **** finally called us back, she said that she forgot because she has so much work and she was extremely tired, but assured us that she was going to take care of it immediately. Over the next few weeks which now have turned into several months, as of today IRS has not received our taxes and **** refuses to call us back. We have called, texted, emailed her and even went to her office and spoke to her assistant and left a note for **** to either press the \
-
June 2022 by Gina F.
Joan was a nice person, however, her demeanor and attitude changed towards my husband and I, when SHE FORGOT TO E-FILE OUR TAXES 2021. We called her a couple of weeks later because we didn't receive any money back from IRS. When Joan finally called us back, she said that she forgot because she has so much work and she was extremely tired, but assured us that she was going to take care of it immediately. Over the next few weeks which now have turned into several months, as of today IRS has not received our taxes and Joan refuses to call us back. We have called, texted, emailed her and even went to her office and spoke to her assistant and left a note for Joan to either press the "SEND" button to e-file our taxes or makes copies so we can come by and pick them up at her office and we will mail them, none of our requests have been acknowledged. We have read all the comments of other people you have done wrong. I'm writing this because you need to make things right with us, we paid you $332.50 up front for your services, which services were not rendered. Today, I sent a text asking Joan for our money back and a letter to IRS explaining why we are filing late, because we have to pay another person to file our taxes, and to pay for any penalties from IRS. Joan Williams, you need to make things right, some people rely on their returns to pay off bills, to help them get head in life, because you failed to provide your Professional Tax Services to us, you deserve my comment.
-
April 2022 by Judy K.
Joan Williams of United Tax Services in Orange, CA was such a disappointment. She agreed to prepare my 2021 tax return and asked for all documents needed to be downloaded by Dropbox into certain link. i was told she was working on my file by text a couple times weeks apart. I was getting anxious, but her last text, after I sent multiple texts to her as to status, was you'll get final last Tuesday, 6 days before filing deadline. On Wednesday I called her office and sent a text, no answer. On Thursday and Friday I sent a text. My last text to her was on Saturday- 2 days before deadline. Today is Monday, 4/18, deadline, and I still have not heard from her. I went ahead and filed thru Turbo Tax - just to meet deadline. She is very unprofessional and uncaring. How could you ignore someone and make believe you had completed and were reviewing? Do not use this service for something this important.
-
March 2022 by Brian M.
Joan prepared my taxes for me and was easy to work with.. she did a professional job I just scanned and emailed to her then met her at her office. Thank you for your help!
-
February 2022 by Hasnain K.
The professionals at United tax Service are very down to Earth and know their stuff. Several of my referrals have had cmplex issues resolved with Joan's expertise. Definitely call on her to help with yoru tax preparations and other accounting needs. I have personally known ms. Joan Wiliams for 10+ years, and she is an outstanding citizen as well. We have served the unhoused, fed the hungry, and specially the unhoused Veterans. She loves to serve as a volunteer , and she is known in our circles as the CSO (Chief Social Officer) for organizing beach and park picnics, movie nights and other fun stuff.
-
December 2021 by Mike S.
No. Long story short - She DID NOT SUBMIT my 2019 taxes and I got a CP80 notice in 2021 stating that my taxes were NOT SUBMITTED! Also, I AMENDED my own 2019 taxes because I found a mistake. She refused to help and avoided my calls. Beware, she will upsell you and charge you more by end of the process due to various paperwork.
-
May 2021 by Yusi S.
NO STAR. No update for your case progress at all and when I try to call her to get an update, the lady yelled at me saying I'm wasting her time by calling, and she won't let me talk at all. But all I need to know is the status of my case since I did not get any update since we sent her the information. And she ask my husband to fill out an excel organizer which supposed to be her job, the reason is because she's too busy and if we want her help, we need to help her with part of the fileling. This was a really unpleasant experience.
-
July 2020 by Krystn M.
Joan was great at preparing our taxes and understanding our options as a newly married couple. Unfortunately, her customer service and expediency with the rest of the process was less than stellar. My husband is starting a small business and every bit of cash flow matters, so we were in a hurry to complete our taxes and get our return deposited in our account. We finished our taxes with Joan on February 8, 2020. At the very end of the process, she informed us she was not able to e-file, so she would have to mail our taxes, which she promised to do that next week. During the next SEVEN weeks, Joan ignored our calls, text messages, and emails. When we finally got hold of her, she again said she would mail them in the next few days. This happened about three more times. Finally, completely frustrated and upset with the process and delay, we had to drive to her home on March 25, 2020 to pick up the printed copies so we could mail them ourselves. When we expressed our concern about the seven-week delay, she suggested we take the printed copies to H&R Block and pay even more money to have them e-filed by someone else. We paid Joan a large sum of money and put our trust in her to complete her end of the deal and submit our tax return. The fact that she carelessly delayed mailing our taxes and then suggested we pay someone else to do HER job is unacceptable. AND, we have yet to receive our refund as of July 26, 2020. We are extremely disappointed in this process and will be looking for a new tax professional next year.
-
March 2020 by John A.
Joan is an expert when it comes to family and small business tax returns. She really takes the time to explain everything with her clients and help them maximize their deductions.