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

LMT & Associates Tax Services

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:04/25/2024

    Type:Service or Repair Issues
    Status:
    Unresolved
    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 called & scheduled an appt w/ Loretta for 4/5 at 8pm. She took 4 hours to try doing our taxes. I had to go BACK there again on 4/8 at 6pm & was there again for another 2 hours for her to finish & e-file my 2023 tax return. I waited a few days & then checked the status of my refund on the irs website but there was no update. I reached out to her via phone, email & text - 2 days went by w/o any reply from her. Finally on friday 4/12 she asked for more info from me & that she'd try re-filing. Come 4/16, she said she re-filed my taxes & to let her know if I saw any update on the irs website. On 4/12 in addition to saying she needed more info b/c my taxes got "rejected," & to email her the info. I asked for her email 3+ times to never get it. I continued to check in w/ her via phone, email & text but she didn't reply back to me at all. Even when we were in her office on 4/8, she was talking to my fiance about his state taxes & was reading info off of someone elses tax documents & even proceeded to hand him those documents, but thankfully we are honest people & told her that those weren't his forms. She misplaced our documents a few times which is a bit unnerving b/c our docs have sensitive info on them. Her office was an upheavled mess w/ paperwork sprawled everywhere. I had continued to reach out to her for updates about my return & on 4/21 she finally replied & instead of giving an update all she said was "I have got back to ou what are talking about????" I told her "You said on tuesday (4/16) that you re efiled my taxes & to "keep you posted" & all week the irs webiste still has no update." She never replied. at all. I do not think she should be doing business much less doing people's taxes. I do not think she ever efiled my taxes; I think she "processed" stuff and just wanted to get money from me. The lack of communication & the fact that she never followed through with efiling my return is very frustrating, unnerving, and disappointing. She is horrible at her job.

    Business Response

    Date: 04/26/2024

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


    I received this complaint, however, I have not been able to access the complaint nor its validity..  The internal revenue is suggesting that she file a paper return which is what I told her she should do as I do not have access to what her previous preparer sent to the IRS.  Each time I efiled her return it was rejected.  Loretta ****** W*****, owner and operator of LMT and Associates Tax Services.

    Customer Answer

    Date: 04/26/2024

    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and have determined that this does not resolve my complaint.  For your reference, details of the offer I reviewed appear below.

     

    She did not tell me to file a paper return and she did not reply back to me for many days at a time. The time she did reply, her reply only said that she “was getting back to me” and NOT in ANY WAY did she tell me or communicate to me that she tried efiling my taxes more than once and that they kept getting rejected because she never communicated to me and she did not say that the irs said I needed to file a paper copy of my taxes. She pretty much took my money and ignored me for 3 weeks. 

    Regards,

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

LMT & Associates Tax Services 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. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

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.