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Business Profile

Accountant

Applegate & Associates

This business is NOT BBB Accredited.

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Complaints

Customer Complaints Summary

  • 2 total complaints in the last 3 years.
  • 1 complaint 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 type

  • Initial Complaint

    Date:05/14/2023

    Type:Service or Repair Issues
    Status:
    Resolved
    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 met in person with ******* on 3/22/23. He did not complete my tax documents at that time, he stated he wanted to do more with it and "would work on it over the weekend". I had no communication from him the entire following week. I called to follow up on Friday 3/31 and was told by the receptionist that ******* was still working on my documents and "would work on it over the weekend." I asked if I could be assured of getting a phone call that my tax documents had been finalized on the following Monday and I was assured this would happen. The entire day passed on Monday 4/3 and I did not receive any communication from *******. I called the office at 7:33pm and another tax professional named *** answered the phone. *** was able to find my tax documents and noted that it did not appear any work had been done on it. *** and I spoke at length and I asked to call him later in the week with additional information. I called back on 4/7 and provided the additional information to the receptionist who said she would pass it on to ***. I called back on 4/14 as I had heard nothing from ***. He was able to complete my tax documents at that time but stated that he did not know how to take payment. I also asked *** if he would be willing to take a look at my tax documents for 2020 and 2021 to see if anything could be adjusted that might increase the refund. *** stated that he could do that. He advised that any amendment to 2020 tax forms was due by 4/18/23 (3 year deadline) so he would work on those first. I emailed *** my tax documents for 2020 and 2021. On 4/15 I called to pay my bill and was advised the receptionist had printed the 2020/2021 documents for ***. I never heard from *** after this and was advised when I called on 4/19 that *** only works there during tax season and he was done for the year. I was told that "***'s mom" would try to find something out. I called again on 4/20, 4/24, 5/1, and was told ***'s mom was supposed to be working on it. Still have no answer.

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