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Find a Location

Woodbury Finance and Accounting, PLLC has 1 locations, listed below.

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    Business ProfileforWoodbury Finance and Accounting, PLLC

    Accounting

    At-a-glance

    Customer Reviews

    4.29/5stars

    Average of 28 Customer Reviews

    Customer Complaints

    7 complaints closed in last 3 years

    4 complaints closed in last 12 months

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    Accounting, tax planning & tax preparation for small businesses.

    Business Details

    Location of This Business
    3450 N Triumph Blvd Ste 102, Lehi, UT 84043-6132
    BBB File Opened:
    2/8/2021
    Years in Business:
    6
    Business Started:
    4/26/2018
    Business Started Locally:
    4/26/2018
    Business Incorporated:
    4/26/2018
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management
    • Mr. Erik Woodbury, Owner
    Contact Information

    Principal

    • Mr. Erik Woodbury, Owner

    Customer Contact

    • Mr. Erik Woodbury, Owner
    Additional Contact Information

    Email Addresses

    Website Addresses

    Customer Complaints

    7 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

    08/29/2023

    Complaint Type:
    Service or Repair Issues
    Status:
    Answered
    I engaged with this firm for accounting/CPA, tax filing and not once met or communicated with a CPA for these purposes despite multiple requests thus did not provide services I paid for. At the end of 2022 they doubled their rates and refused to file my 2022 return despite having paid a full year. In Nov I spoke with the CEO, Erik W*******, with my complaints. Erik insisted we communicate via phone rather email and offered a refund but never follow up or returned my emails. Instead he sent a disengagement letter to me in an email along with 100+ other clients cc'd on the email, a clear breach of privacy laws. I was then charged for two MORE quarters of services after HE disengaged. I again emailed Erik stating I wanted a full refund for services not provided totaling $8300. I've since spent thousands on a new CPA to file 2022 and have other costs associated with their incompetence for which I am not seeking compensation. When he refused I attempted to settle the matter for $6800 which was the total spent for minus the high end of the going rate for a small business tax return ($2000). This seems like a reasonable compromise esp considering I did not have a CPA & they refused to file my 2022 taxes despite me paying for their services all of 2022. Erik continued to refuse the refund and then quickly proceeded to threaten and belittle me. Quote from Erik's email "I have forwarded the emails from those two individuals and I will send yours to my attorney as well. He has a solid plan of action, which unfortunately involves flooding your attorneys with paperwork for years and ending with you not getting anything." There's dozen's of clients on that emails string with the same complaints. I sought legal counsel (additional cost) and I wish this matter to be resolved outside of court but, more importantly I hope to prevent this business from stealing from others. Charges- 12/15/21 $3800, 1/3/22 $750, 4/4/22 $750, 7/5/22 $750, 10/3/22 $750, 1/3/23 $750, 4/3/23 $750
    Read More

    Customer Reviews

    28 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Brooke J

    5 stars

    07/24/2024

    At first when I met with **** the owner of Woodbury I was skeptical. It was a steep fee to invest which we did not have. However, working with Woodbury I feel so safe with our taxes. They are 100% compliant with the *** and if you ever audited you never have to worry. Woodbury is honest and prepares you for each tax season. The quarterly meetings are super helpful as they give you suggestions that can help with your taxes. Initially I would've said know but after working closely with Woodbury I don't trust anyone else with my taxes. They take care of their clients and want what is in their clients best interest. It is a blessing and honor to have them on the front lines for me! Thank you!

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