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In Northeast California

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BBB Accreditation

A BBB Accredited Business since

BBB has determined that Incompass 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 Incompass 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.


Customer Complaints Summary Read complaint details

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

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Incompass
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

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BBB file opened: February 02, 2007 Business started: 01/01/1995 in CA Business started locally: 01/01/1995 Business incorporated: 03/28/2011 in CA
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:

IRS (Internal Revenue Service)
4330 Watt Ave., North Highlands CA 95826
Phone Number: (800) 829-1040

Type of Entity

Corporation

Business Management
Mr. Randy Roth, Owner Ms. Barbara Tackett, EA
Contact Information
Customer Contact: Ms. Barbara Tackett, EA
Business Category

Tax Return Preparation Taxes - Consultants & Representatives Taxes - Enrolled Agent Accountants - Certified Public Accounting Services Bookkeeping Service Payroll Service

Alternate Business Names
Better Business Ventures DRK Tax & Business Solutions
Products & Services

Incompass provides a full range of tax, estate and business services, including tax preparation and planning for individuals, businesses, estates, trusts and non-profit organizations.

Industry Tips
Tax Preparation

Additional Locations

  • 4600 Roseville Rd Ste 150

    North Highlands, CA 95660

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  • Billing or Collection
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Additional Phone Numbers

  • (916) 974-9399 (Fax)
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Additional Email Addresses

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Complaint Detail(s)

5/23/2013 Problems with Product/Service | Read Complaint Details
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Additional Notes

Complaint: We spoke with the owner of this company about our tax situation before we hired them to do our taxes. We were assured they had no problem with the filing of our taxes and were very confident that it would not be a problem. We received our completed tax forms back and after looking at one state filing I called and spoke to ****** about the amount they said we owed. It was alot more than we expected. She explained our income had dropped and our taxes withheld had also dropped. We paid the tax (over $2,000) and kept thinking that we should not have had to pay such a huge amount. We finally contacted the employer and found out that the W2's were correct but the tax preparer (Incompass Tax, Estate, & Business Solutions) filed our taxes wrong. They put all of our income instead of the portion to go to a seperate state (which was clearly marked on the W2) to the state it should not have gone to. We were taxed on income not made in that state.. Over $2,000. We did not have the amount to send but had to beg and borrow to get the amount sent by the 15th of April. I called them and they sent an amended form. But ****** told me to wait until that state had cashed my check before I sent it in. Upon thinking about the bad/inaccurate service we had received I decided to call that state and ask them. They advised me to send the amended form in immediately because it would probably take approximately six months before it would be resolved. Six months. I emailed ****** ****** and he said he would get back to me in a couple of days. I had asked for a refund of our fees since I had tried to talk to someone about it and get someone to examine it before we sent it in.. After not hearing from him for a week I tried to contact him again through e mail. He sent me back a reply saying I was irratating him and he didn't know why I thought I should be thinking I should get my money back. He said he was turning the issue over to an office manager and ****** who I had issues with in the beginning. Product_Or_Service: Tax preperationb

Desired Settlement: DesiredSettlementID: Refund I feel we should get a full refund after all the issues and bad customer service we have received.

Business Response: Business' Initial Response
While the client is free to disclose their own personal and confidential tax information on a publicly accessible web site, as tax practitioners governed by Treasury Circular 230, Federal law prohibits us from disclosing anything regarding the specific details of any taxpayer's situation or the circumstances under which any specific return was prepared. As a result, we are significantly limited in the manner to which we can respond while continuing to comply with privacy laws designed to protect even the most unreasonable of clients. The return in question was extremely complex and required 240 separate data entry items, 239 of which were correct. The one data entry item in question was a matter of tax law interpretation. Overall, our firm did a thorough and accurate job. Many areas of tax practice contain items that are open to multiple interpretations of the tax code, the correct interpretation of which is only determined after review of tax forms and additional consultation with clients. On occasion, information provided by clients changes during the course of preparation of the return. While we are unable to discuss the specifics involved, the client initially provided information, then reviewed, approved and filed a particular tax return as complete and accurate. Subsequent to that filing, our interpretation of how the tax law applied changed as the scenario became more clear to us. The return as originally filed reflected one interpretation of a complex area of the tax code. Upon reconsideration of the facts and circumstances after April 15th, it was our professional opinion that an alternative treatment of this situation which was more beneficial to the client was warranted. In accordance with our internal procedures and normal industry practices, we attempted to take the following actions: 1. Gather any and all additional information required to file amended returns as necessary with all tax agencies without additional charge; 2. Prepare any and all amended returns for filing with all tax agencies; 3. Explain the impact and purpose of all amended returns to the client. All of these actions are part of our standard client care procedures that are implemented whenever a real or perceived error in a return occurs. Before we were able to complete the above-listed remediation procedures, the client demanded a refund from the President of the company, refused to accept further assistance and posted incomplete and inaccurate statements regarding our firm in multiple public forums. The client suffered no monetary damages as a result of any services that were provided by our firm and is complaining as a result of a delay imposed by a governmental agency in their processing of amended returns. This delay is outside the control of our office. While we sincerely regret the need for the filing of an amended return, additional information from the client prior to the client's approval of the original return would have eliminated the need for an amended return ever having to be filed. While we would have been willing to offer a discount in the preparation of the client's next year's tax return, it is clear that the client is not a good fit for our client base. We sincerely wish them the best and will release documents to their new preparer upon receipt of written authorization. While we are unable to authorize a full refund as valuable and professional services were indeed provided to them in excess of what they paid, we will extend to them a refund of $100. We take our reputation seriously and take pride in preparing complete, accurate and thorough returns.

BBB's Final Determination: Consumer accepted resolution offered by the business.

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