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Business Profile

Tax Return Preparation

Southwest Financial Services

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

Complaints

This profile includes complaints for Southwest Financial Services's headquarters and its corporate-owned locations. To view all corporate locations, see

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Southwest Financial Services has 2 locations, listed below.

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    • Southwest Financial Services

      9600 SW Oak St Ste 560 Portland, OR 97223

    • Southwest Financial Services

      13599 SW Pacific Hwy # F Portland, OR 97223-4801

    Customer Complaints Summary

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

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    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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    • Initial Complaint

      Date:05/25/2023

      Type:Customer Service 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.
      My sister referred me to her CPA ********************* to file my taxes. ******************* sat down with me and my sister to go over what was needed to file. Sues staff have been asking me the same questions repeatedly and there seems to be a huge communication issue between her and her staff. This has caused their team many more hours than it should have. *** has stalled for months then claims that I have asked her to do my book keeping and is trying to charge me for that too. I have been very respectful and I cannot say the same for her. She is threatening me by saying that she may not file my taxes and charge me over $1000. Most of the things she has asked for is in a database and time stamped. Instead of reading the information presented, she seems to ignore it and email my sister to say that I am uncooperative. Please help!!!!

      Business Response

      Date: 06/05/2023

      ***** asked us to prepare his personal 2022 tax returns which included the forms for new business, depreciation, etc.  There had been no bookkeeping done.  I asked ***** is he wanted to separate the expenses by categories that I would provide to him.  He said, "No I wouldn't know how to do that.  I'd rather have you do it even if I have to pay for it.  It will be worth it."   This is covered in the engagement letter that ***** signed, copy attached.  See paragraph five.

      We asked ***** for information.  We called multiple times on some issues to get more detailed information, not to duplicate the questions.  The tax return was basically done in early April.  I called with final questions about the amounts paid for some equipment.  ***** said, "Well, that could take some time to get."  So we requested an extension of time to file his tax returns.  After a month, I tried contacting ***** by telephone and email.  When he didn't reply in a couple weeks, I asked his sister if he was okay.  She said he had moved to ******** and was busy.  However he then contacted me.  See paragraph four of the engagement letter.

      I explained the invoice to ***********  It included $420 for all the accounting for seven months.  He didn't like that and became angry.  As I told *****, the best solution is for him to start over with another accounting firm.  There were no threats.  He needs to pay our invoice when he picks up his tax returns, and signs the e-file authorization form.  We take cash and checks, no credit cards.  Se paragraph six of the engagement letter.

      Also I never told ***** that I am a CPA.  I am a Licensed Tax Consultant, Enrolled Agent, Certified Financial Planner and Accredited in Accounting.

       

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