Joel Duncan Under new ownership and causing many issues.
Short version of the story:
All FY21 tax documents were submitted by the firms required deadline - well over a month before the tax due date.
The firm routinely over sold their abilities to handle the workload.
The day before the tax due date they finally submitted an extension - after me requesting multiple times.
After the delay / extension / poor customer experience - I drove 30 miles north to collect my documents.
Two months later the IRS sends me a $1,300 bill for improperly filed tax extensions - they simply put zero on all amounts owed - so interest + penalty had to be paid
- After contacting the firm about this bill, they refused to pay (because I took my business elsewhere)
- I have in writing from the owner not to worry about any fees prior as the extensions were being filed (this was very well documented due to my concerns)
- the IRS has waived the fee after reviewing this saga
I am never one to bash a company for a single bad experience. This was a catastrophe of epic proportions. They are so unorganized. As of writing this - their google address is still not updated (~3 months after moving). I would highly encourage anyone considering this company to perform proper due diligence first.
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