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Business Profile

Bookkeeping Services

Taxes 'N Books Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Bookkeeping Services.

Complaints

This profile includes complaints for Taxes 'N Books Inc.'s headquarters and its corporate-owned locations. To view all corporate locations, see

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Taxes 'N Books Inc. has 3 locations, listed below.

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    Customer Complaints Summary

    • 2 total complaints in the last 3 years.
    • 0 complaints closed in the last 12 months.

    If you've experienced an issue

    Submit a Complaint

    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.

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    Complaint status

    Complaint type

    • Initial Complaint

      Date:06/21/2023

      Type:Service or Repair Issues
      Status:
      UnansweredMore 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.
      I was referred to ****** at taxes and books, and wanted her hire her for some basic accounting services. She wanted to do my taxes too, said she could get me a better return at a better price, so I agreed. They filed my return w them in early March and I have yet to receive it. I called and spoke to the receptionist who was quite rude and didn't want to be bothered. So I just kept waiting, but I'm concerned that there is something wrong with the return. I've tried reaching out to ****** (the lady who did the return) many times by txt email and phone call, but no response. She was very nice but seemed to be WAYYYY overbooked and kinda all over the place, dropped the ball on me more than once.A couple months ago we went over some of my financials and she was going to help me with business insurance, getting the proper licensing for my business and paying my sales tax. I was late on paying something (I think it was my sales permit and she told me she was going to call them to try to waive the late fee and would get back to me.She never did and I keep trying to reach out but she doesn't respond me emails phone calls or txt messages.So today I called the main # and got the same mean receptionist again. She was SO ANNOYED to be bothered with my phone call and put me on speaker phone and was yelling at me from across the room. When I asked her if she had me on speaker, she said yeah bc she was busy doing something else and was the only person there. I asked for a supervisor at that point and she yelled at me and told me to call back next week.This is a VERY uncomfortable position to be in. These people have all my financial and personal information and are SO UNPROFESSIONAL, it obviously makes me nervous. I will be contacting another accounting company to see if they can take over, but without any cooperation from Taxes and Books, I feel stuck.

      Business Response

      Date: 08/17/2023

      When ********************* was referred by current clients who informed us that her expectation could be extreme.  When contacting our office, she had a free consultation regarding her business needs and was told that we could handle the tax portion too if she wanted that service.  She chose to have the taxes done in house with a tax preparer (which is not ******), she would have received a printed copy of the return when it was finished and paid for which happened on March 20. 2023 at her tax appointment.  We gave her a significant discount for her having to wait for our services.  The return was completed by our head tax professional in the office and we do returns based off the information provided by the customer.  We have no reason to believe there is any thing wrong with the return.  After the tax appointment she then met again with ****** regarding her business needs for the current tax year and never signed a contract for further services.  She is very demanding and rude when she doesnt get the response she is looking for and ****** chose to not proceed with offering any more services.  Our receptionist has no knowledge of her contacting her and requesting a return.
       
      *****************************

      Customer Answer

      Date: 08/17/2023

      I am rejecting this response because: Taxes and Books really dropped the ball on me, so to speak, and are now attempting to place blame on me for being "demanding and rude.".  In response do the discount I was given for doing my taxes, I was never informed of any discount.  I was told that the price was $100 and that's what I paid.  Sadly, I did recently get letters from both the *** and the ******************* stating that my Federal and State taxes were both done incorrectly, and I am working with a CPA to remedy this.  When I called the office with my concerns, I was dismissed and treated unkindly.  When I tried to call or text ******, she just ignored me. To address the issues with ******, I thought she was friendly but also very frazzled.  She had a habit of not getting back to me through email.  I've attached a transcript of all of our dialouge through email.  When you read that, it's clear that if I ever was demanding or rude it was because she was in the middle of taking care of some sensitive and timely financial issues for me, and I was being as patient as I could be, while also trying to make sure that I was doing everything I was supposed to do.  Keep in mind that she had (and still has) access to ALOT of my personal information:  my social security number, tax ID, and was right in the middle of paying my sales tax, which is something I know is important and have no idea how to do on my own.  After the last email I sent her, I tried calling and texting her, but she never answered me back.  This is when I started calling the office for help, and was met with a very mean receptionist.  I've asked to speak to management a few times, but no one has ever contacted me.  I'm frustrated and appalled by this experience because I do expect that any financial institutions, bookeepers, and the like be impeccably professional, timely, and courteous, because they are dealing with other people's money.  I've moved on to another CPA to help me, however, I want everyone to understand that  this office is clearly having issues, and isn't a good or trustworthy organization.  To this day, no one has contacted me from Taxes and Books, and I continue to feel uneasy knowing that they have access to my financial records.
    • Initial Complaint

      Date:11/14/2022

      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.
      This business filled an incorrect taxes for me and signed on my behalf and changed my address without my knowledge, they never communicated with of doing all of these.The Oregonian owner passed away and the new owners are not responding to any of my calls and not trying to fix the issue.In result I got a Tax garnishment on my account due to changed my address and I didnt know the letters are going somewhere ****.I have been a victim by them as my privacy was exposed to unknown address, I have been a victim of sexism and racism. I need this issue taken seriously as they are not being professional and they have been committing a fraud.Thank you

      Business Response

      Date: 05/08/2023

      ************************ was in a vicious divorce battle that unfortunatly this office got caught in the middle of.  The address had to be changed due to both of them moving and we put the address his wife at the time gave ** to file under.  I can only put one address on the return and since I was mainly dealing with her face to face and with him via email this change wasnt confirmed with him.  We have spoke to him on this matter many times, we explained the steps needed to change his mailing address, though we have cesed communications with him because he is very verbally abusive and disrespectful with every employee here.   We have never been sexist or racist company and deal daily with many men and woman from all nationalities with no complaints till this one.
       
      *****************************

      Business Response

      Date: 05/08/2023

      ************************ was in a vicious divorce battle that unfortunatly this office got caught in the middle of.  The address had to be changed due to both of them moving and we put the address his wife at the time gave ** to file under.  I can only put one address on the return and since I was mainly dealing with her face to face and with him via email this change wasnt confirmed with him.  We have spoke to him on this matter many times, we explained the steps needed to change his mailing address, though we have cesed communications with him because he is very verbally abusive and disrespectful with every employee here.   We have never been sexist or racist company and deal daily with many men and woman from all nationalities with no complaints till this one.
       
      *****************************

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