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BBB Business Review

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BBB Accredited Business since

Advocate Tax Solutions, LLC

Additional Locations

View Additional Phone Numbers 811 W Evergreen Ave Ste 302, Chicago, IL 60642

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BBB Accreditation

A BBB Accredited Business since

BBB has determined that Advocate Tax Solutions, LLC 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 13 factors. Get the details about the factors considered.

Factors that raised the rating for Advocate Tax Solutions, LLC include:

  • Length of time business has been operating
  • Complaint volume filed with BBB for business of this size
  • Response to 12 complaint(s) filed against business
  • Resolution of complaint(s) filed against business

Customer Complaints Summary Read complaint details

12 complaints closed with BBB in last 3 years | 7 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 2
Billing/Collection Issues 0
Delivery Issues 2
Guarantee/Warranty Issues 0
Problems with Product/Service 8
Total Closed Complaints 12

Additional Complaint Information

A recent review of BBB complaints has delineated a pattern of consumer allegations against Advocate Tax Solutions, LLC.

In their complaints, consumers allege that:

They contacted Advocate Tax Solutions, LLC by various means, multiple times and did not receive any response from the business regarding their inquiries.

Consumers also allege they paid all retainer fees, which ranged from $600 to $6,000, and did not receive further contact from the Advocate Tax Solutions, LLC.

On June 1, 2016, Advocate Tax Solutions, LLC informed the BBB of the following procedures they have in place to assist consumers with these concerns:

Advocate Tax Solutions, LLC claims that upon enrollment they email all company contact information along with their service agreement and tax questionnaires. They also claim to attempt to call and email clients and if no contact is received, after 21 days they withdraw power of attorney. Lastly, they state the above language is written within all engagement letters. According to the company, they have begun the addition of a 24 hour call answering service to field calls after business hours. They lastly claim that they will require that each paragraph be initialed, currently they only require each section.

Regarding the second allegation, Advocate Tax Solutions, LLC claims clients authorize the invoice on a payment authorization form and an engagement letter. They claim to not process transactions without their client’s prior written consent. Lastly, they state that in the event their client requests a payment plan, they will automatically process payments on the date the client requests. Advocate Tax Solutions alleges that the language regarding their fees is included in the Tax Engagement Letter given to consumers. The company claims that they will require the client to initial each paragraph.

Customer Reviews Summary Read customer reviews

1 Customer Review on Advocate Tax Solutions, LLC
Customer Experience Total Customer Reviews
Positive Experience 1
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 1

Additional Information

BBB file opened: September 15, 2011 Business started: 02/01/2010 in IL Business started locally: 02/01/2010 Business incorporated 10/26/2010 in IL
Licensing, Bonding or Registration

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:

Attorney Registration & Disciplinary Commission
130 E Randolph St, Ste 1500, Chicago IL 60601
Phone Number: (800) 826-8625

Type of Entity

Limited Liability Company (LLC)

Business Category

Tax Return Preparation Taxes - Consultants & Representatives Accountants - Certified Public Attorneys & Lawyers - Tax Attorneys & Lawyers - Bankruptcy & Taxes Tax Reporting Service Tax Preparation Services (NAICS: 541213)

Refund and Exchange Policy
Clients expressly agree to make timely payments for services rendered by ATS.  All fees for services rendered are considered earned upon receipt of payment.  Therefore, all invoices are due upon receipt.  All payments are non-refundable since the majority of ATS’ services are performed at the beginning of each engagement.  Client’s failure to pay any invoices shall cause ATS to immediately cease rendering services without further notification.

Customer Review Rating plus BBB Rating Summary

Advocate Tax Solutions, LLC has received 5 out of 5 stars based on 1 Customer Reviews and a BBB Rating of A+.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.