skip entire header and global navigation
By BBB

BBB Business Review

BBB Accredited Business since

Tax Planner CPA

Additional Locations

Phone: (855) 829-2555 Fax: (781) 996-4345 382 Northeast 191st Street, Miami, FL 33179

Print

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

Description

Tax Planner CPA specializes in certified public accounting practices that are focused on self employed individuals, small businesses with up to $10 Million in revenue, their owners, and American citizens living overseas.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Tax Planner CPA meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 16 factors. Get the details about the factors considered.

Factors that raised the rating for Tax Planner CPA include:

  • Length of time business has been operating.
  • Complaint volume filed with BBB for business of this size.
  • Response to 1 complaint(s) filed against business.
  • Resolution of complaint(s) filed against business.
  • BBB has sufficient background information on this business.

Industry Ratings Comparison | Chart


Customer Complaints Summary Read complaint details

1 complaint closed with BBB in last 3 years | 1 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 1
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 1

Read Complaints | Definitions | BBB Complaint Process | File a Complaint against Tax Planner CPA
See Trends in Complaints on Tax Planner CPA

Customer Reviews Summary Read customer reviews

14 Customer Reviews on Tax Planner CPA
Customer Experience Total Customer Reviews
Positive Experience 12
Neutral Experience 0
Negative Experience 2
Total Customer Reviews 14

Read Customer Reviews | Submit a Customer Review | See Trends in Customer Reviews on Tax Planner CPA

Additional Information

top
BBB file opened: August 04, 2009 Business started: 05/01/2002 in DE
Licensing

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Massachusetts Office of Consumer Affairs & Business Regulation
10 Park Plaza, Suite 5170, Boston MA 02116
http://www.mass.gov/ocabr/
Phone Number: 617-973-8787. 888-283-3757
Fax Number: 617-973-8799
consumer@state.ma.us
The license number is 26369.

Type of Entity

Corporation

Business Management
Mr. Edward Parsons, Partner
Contact Information
Principal: Mr. Edward Parsons, Partner
Number of Employees

4

Business Category

ACCOUNTANTS-CPA TAX RETURN PREPARATION TAX RETURN ELECTRONIC FILING ACCOUNTING SERVICES

Products & Services

Tax Planner CPA offers the following product(s): Expatriate Tax Returns, Tax Returns

Method(s) of Payment
Personal Check
Business Check
Cashiers Check
Money Order
MasterCard
Visa
American Express
Discover
PayPal
Debit Card
Online
Refund and Exchange Policy
In the event a consumer decides to withdraw from the engagement, whether verbally or by a communication lapse of more than 15 days, 75% of the total fees due will be collectible, unless there is a breach on our part (such as not complying with standard practices as determined by the American Society of Certified Public Accountants) in which case fees for years that we have not begun to work on will be refunded to you.
Alternate Business Names
TaxPlannerCPA.com
Industry Tips
Hiring a Reliable Tax Preparer - 5 Tips - Videos Tax Preparation
X
Industry Ratings Comparison Chart X
Same Relative Size   All Businesses
The information in the chart below represents an industry ratings comparison of businesses which are of the same relative size or for all businesses (see toggle). This is based on BBB's database of businesses located in Eastern Massachusetts, Maine, Rhode Island and Vermont. Businesses may engage in more than one type of business.
X

What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

X

About BBB Business Review Content & Services:

Some Better Business Bureaus offer additional content & services in BBB Business Reviews.
The additional content & services are typically regional in nature or, in some cases, a new product or service that is being tested prior to a more general release.
Not all enhanced content & services are available at all Better Business Bureaus.

Professional AffiliationsX
X

Types of Complaints Handled by BBB

BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

X

BBB Complaint Process

Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

X

Industry Tips

X

What is BBB Advertising Review?

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

X

What government actions does BBB report on?

BBB reports on known significant government actions involving business' marketplace conduct.

X

Thank you for your feedback!

Help us improve by taking our survey.

X

BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

Find a LocationX

  Change Location
Show Only Accredited Locations