1 /5 Allison Miles: My husband and I are a military family and were clients of Capital Tax for tax years 2023 and 2024. We had submitted our 2023 documents by mid February and were told on Tax Day in April that an extension would need to be filed as they had not yet completed our return. That was anxiety provoking as there was no communication until we reached out. We did end up getting a nice return that year, but the anxiety around filing delays diminished that return.
2024 - Our return was completed and filed on time this year. We did owe a little over 3K to the IRS so our tax preparer asked if we wanted Capital Tax to manage the IRS payment - my husband then wired over 3K to Capital tax via pay pal per their instructions. We thought everything was set until I received a bill from the IRS in August of 2025 for the exact 3K amount, due in 3 weeks. We reached out to the owner of Capital Tax, Sandra Robb, to discuss this issue and she stated she would be withholding over $100 for a “Pay Pal payment fee” that the account firm would not be able to recover. My husband requested to speak with Sandra but she never returned his call or scheduled a call. How does an accounting firm receive over $3000 they were not due and not notice it until the customer does? How does an accounting firm demand to keep over $100 when they erroneously held onto our money for almost 6 months? I strongly believe we would’ve never seen our $3K again had it not have been for the IRS notifying us of their error. I genuinely liked our tax preparer Mike, but we will not be returning due to the fundamental lack of accountability by the owner, Sandra. We are a military couple separated by a 3 year overseas deployment - which this firm knew. It blows my mind they would treat us this way and try to spin blame on us. Do not trust this firm to be accountable or honest with your money.