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December 2023 by Matthew J
I have reluctantly worked with Tax Reps for several years due to my business partners preference. I have had issues with them for years. Notably responsiveness and lack of clarity in responses. Most of my emails have been unanswered over the course of the years working with them. When I asked for my tax documents to be emailed this year, a portion of them were sent and several documents (most) were not. I was told they cannot easily access them and that I need to look in my folder and scan them myself. **the people who prepared my taxes cannot easily access them** ... To no surprise I am missing the documents in my folder as well.Do yourself a favor and do not use this company. The only way I could even imagine worse service is having intentionally altered documents falsely. I will never use Tax Reps again.
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October 2021 by Sandi Stilley-Smith CA-Redding
Does not follow up, slow to return phone calls, does not resolve issues. After multiple calls and emails to Susan with inadequate or no response, the IRS is now threatening to levy our bank accounts an assets. Of note this is an issue that was supposed to have been dealt with 2 years ago.Secretary, Lisa's response is, "I'll tell her, but there's nothing I can do about it."Truly unprofessional on all accounts.
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April 2020 by Dori Davee Viel
Knowledgeable, professional, efficient. Equally important : detailed, personalized attention to the particulars.
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February 2018 by Jason Bryant
Susan is a very nice lady, She also is very good with taking care of her clients. Thank you Susan!
