We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Tax Return Preparation

Liberty Tax Service

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 1 complaint 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.

Sort by

Complaint status

Complaint type

  • Initial Complaint

    Date:10/17/2024

    Type:Product Issues
    Status:
    Answered
    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.
    From the beginning this was poor customer **********************. The preparer asked us to go the social security office to get more information (not sure what) and we flatly refused, He then kept looking at various documents to determine how to prepare our taxes, either married filing together or married filing separately. It was the first year I had been on disability and that's why we went to Liberty-for someone to prepare the taxes as this was a new status for us. I (****) have *********** and didn't feel well enough to attend the second meeting, which my husband attended as the preparer said he needed more time to "research." When we returned for our "final" visit, the preparer took another customer ahead of us, when we had an appointment-this was a walk in customer. Then, to our surprise we received checks from both federal and state that we had overpaid. I attached the photo of one of the checks. This has literally gone on for months. Their stance is that we didn't have to pay a penalty that there is no need for them to refund the preparation fee. We find that ridiculous and flies in the face of the guarantee they lead people to believe. The preparer clearly made errors on both returns. When speaking to "*****" who is the supervisor of the local office, we have repeatedly had the runaround. At one point she wanted us to find out from the *** what errors were made. That was absurd to us and we told ***** that was the responsibility of Liberty. At every turn they have tried to put the responsibility on us, when we did everything they asked us to do. For the above, we want a full refund of the fee. At the corporate office **** has been talking to ***** ************ option 2. I last spoke to her on October 4, 2024. She said she would follow up with me, and nothing yet. It's clear to us that they don't intend to actually do a thing about this matter.

    Business Response

    Date: 11/07/2024

    Please find an email and receipt for Refund for the above complaint.
    Thanks,
    ******

Liberty Tax Service is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.