Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:06/26/2024

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Transaction date/month: February 2024 (not sure of the exact date preparer filed being that I did not sign documentation or receive receipt of return post submission) Preparer fee is $100 Business committed to filing my 2023 tax return Nature of the dispute is preparer misconduct, breach of contract law, and failure to explain additional fees added to my return. I was not provided with a copy of my tax return until after I asked.I did not sign my tax return: no physical paperwork given, and no DocuSign sent.I provided the tax preparer with my banking account information prior to filing to receive direct deposit, and without my consent she had my refund come in the form of a check, not from the *** but from a Greet Dot account.Line 35a of tax return is where banking information should have been shown. The preparer put the words Bank Product applied for for my banking information.The green dot account that she had my refund sent to came with $124.95 worth of fees that I was not advised about (this does not include her $100 fee).I was promised the amount of $1,178 for my tax refund (also stated in line 34 /35a in tax return), and this amount was with the $100 preparer fee already taken out. The tax preparer made an error on my tax return. Once I let the preparer know of this mistake, I was told the error was not significant. This error was significant because the incorrect address she put did not allow me to receive appropriate documentation from the *** The tax preparer did not try to resolve my issue.I explained to the prepare all my issues and I was told the *** should have told me about these fees, even though the check issued to me was not an *** check.The preparer owes me $224.95, and I am hoping the BBB can assist with this.

  Business Response

  Date: 07/23/2024

  To the complaint that is filled on my company, I did provide *************** a copy of her return and with in the return there was a break down of the fees that will be charged to her return back in April at the time if she had any issue with the fees she should have spoke up then, my fees is normally $350.00 but because ***************, return was a small amount so I only charge her $100.00, if she never recieved her edoc she never notifed me of this. And I explained to her the fees are not charge by me. The fees she is speaking of are charges by Santa ******* Bank (TPG)and the software company and none of this fees are issue to me the only fees that was issue to me is my prep of $100.00. I also explained that TPG is the one is issue the refund for all client and if they attemp to direct deposit her refund and for some reason they are not able they will issue a check and give me promise to print which I had one of my assist to take the check to her , I dont know the reason why they did not deposit , I did give her the phone to the company to see if they would tell her there reason why. If these was fees that was paid to me I would have be move than happy to refund her the fees but is something was not paid to me.

  Customer Answer

  Date: 07/24/2024

   
  Complaint: 21899032
  
  I am rejecting this response because:

  The breakdown of fees was provided after processing my tax return. Before the tax preparer submitted my refund, I PROVIDED my banking routing and checking information to receive a direct deposit, NOT a check. After speaking with Santa ******* Bank (TPG), they advised that the only reasons a check would be issued are if the preparer entered the wrong banking information or if the preparer chose a check as the form of refund. Neither of these errors are on my end.

  Santa ******* Bank also informed me that the preparer is the only one who can refund me the amount of $124.95. As a tax professional with years of experience, it is essential to inform clients if a check will be issued and if there will be significant fees deducted from their refund. I was not told beforehand that fees amounting to over $100 would be taken from my refund.

  
  Attached are the emails of me ASKING for my tax documentation POST submission of refund. 

  As well as line 34 on my refund that DOES NOT have my banking information as requested for direct deposit. 
  
  Sincerely,
  
  *************************

  Business Response

  Date: 08/20/2024

  Here a break down of the all the fees the only fees that was paid to me was my prep fee, no matter if you receive check or direct  deposit the fees would still been charge.