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Find a Location

Tax & Advisory Services, PC has 1 locations, listed below.

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    Business ProfileforTax & Advisory Services, PC

    CPA
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    2 complaints closed in last 3 years

    2 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 2/9/2022

    Years in Business: 7

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Business Details

    Location of This Business
    1135 Terminal Way Ste 100, Reno, NV 89502-2145
    BBB File Opened:
    2/4/2022
    Years in Business:
    7
    Business Started:
    6/1/2017
    Business Started Locally:
    7/1/2017
    Business Incorporated:
    6/1/2017
    Accredited Since:
    2/9/2022
    Type of Entity:
    Corporation
    Alternate Business Name
    • Lisa Bagley, CPA, CVA, PC
    Business Management
    • Ms. Lisa Bagley
    Contact Information

    Principal

    • Ms. Lisa Bagley

    Customer Contact

    • Ms. Lisa Bagley
    Additional Contact Information

    Email Addresses

    Customer Complaints

    2 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    07/12/2023

    Complaint Type:
    Service or Repair Issues
    Status:
    Answered
    I used this company to do my taxes. I was happy with them and had no issues. Then the following happened. I am including word for word exchanges between myself and their employees/owner. This began with me asking if I owed the *** after my 2021 Taxes were filed.I have a question.. not sure if you can help. Last year I owed $**** (give or take) which I paid. This year I was told I would get a refund for $*** but the *** sent me a letter saying they are keeping that and I owe an additional $***.. is there anything you can see on your end that says that's correct or odd? Seems odd. I am going to try to log onto their site and sort it out but was curious what your records show.'On Wed, Nov 16, 2022 at 3:32 PM **** wrote:'This notice is stating that you owed a total of $**** still from 2020, so they applied your 2021 overpayment of $**** to the 2020 tax year and still show $**** owed. Can you provide me with the cancelled check showing that you made the payment and that they have cashed it? Then I can respond to the *** via a letter (or you can write a letter with the copy of the check as well if you would prefer) so that they can correct this."At another point she wrote this On Wed, Nov 23, 2022 at 8:22 AM **** wrote:'*******,If you can send me the documentation of that payment clearing your bank account, I can write a letter to the ***.'She wrote the letter, it was handled. Issue resolved. In APRIL I get an invoice from this company for $300+ for writing the letter to the ***. She never advised me of charges she had two opportunities at least, if she had I would have declined and figured out another solution. I fully believed what she was doing was a service extended to customers when issues with taxes they file come up. I paid her $400+ to do my taxes surely writing a letter for 5 minutes would be covered somehow? .Then to wait to invoice 5 months later?! I offered to pay $50 but she rudely declined. She has since sent me to collections.
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    Customer Reviews

    0 Customer Reviews

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    How BBB Processes Complaints and Reviews

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    Local BBB

    BBB Mountain West

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