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Business Profile

Financial Planning Consultants

Heritage Financial Strategies

This business is NOT BBB Accredited.

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Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 0 complaints closed in the last 12 months.

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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:04/08/2024

    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.
    April 6, 2024 I was previously told by *********************** that the fee would be $200, $250 or $400.

    Business Response

    Date: 04/23/2024

    ******************************* is an associate of mine from the St *************** of tennis player for which I have been a part of for over forty years. ****** and I are both coaches for youth tennis players providing them exposure to the game at area high schools and community centers in urban metropolitan areas of *********  As a 43 year professional tax practitioner, ****** and I were having hors d'oeuvres and drinks at ******** Restaurant in ************  When our discussion came to taxes, she did ask what were my prices for preparation.  Without seeing what work and forms were needed for her preparation I did say around 400 or so because I knew she had like my self a schedule C for her coaching a high school team in our area. That price would include the 1040 and the schedule C.  ****** brought her documents to me at a tennis party we both attended and I took them for review when I got to my office the following Monday. After my initial review for an hour, I asked ****** to come into the office so we could through her documents to finalized her return. During the hour and a half I thoroughly went though her documents gathering any missing information. I also explained that as I added additional forms to her return the additional deductions would more than pay for the forms themself.  In her situation I added the scheduled A, E and a recreated depreciation schedule for the missing depreciation of her rental property.

    After completion of her return, I gave her a 10% discount for the forms used in her return.  There was no charge for the 2.5 hours of consultation with her in person.  With the care I gave her with my reasonable pricing for someone of my experience and longevity in a tax career, I was shocked to received a complaint from her.  I presented my bill with a discount for my service and did no charge for my time spent.  I've attached my bill that indicates what I've tried to communicate the best I how.  From my perspective I don't owe any refund for services rendered.

    ***********************

    Heritage Tax & Services LLC

    ************

Heritage Financial Strategies is NOT a BBB Accredited Business.

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