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Adams & Associates, Ltd

Phone: (412) 653-7880 Fax: (412) 653-0880 5843 Brownsville Rd, Pittsburgh, PA 15236 http://www.adamstaxes.com

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Description

This corporation offers all phases of financial & tax planning including tax preparation along with accounting services.

BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Reason for Rating

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

Factors that raised the rating for Adams & Associates, Ltd include:

  • Length of time business has been operating.
  • Complaint volume filed with BBB for business of this size.
  • Response to 2 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

2 complaints 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 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 2
Total Closed Complaints 2

Additional Information

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BBB file opened: March 05, 1997 Business started: 07/18/1978 Business incorporated: 01/01/2004 in
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:

Pennsylvania Department of State
206 North Office Building, Harrisburg PA 17120-0029
http://www.dos.state.pa.us/portal/server.pt/community/licensing/12483
Phone Number: 717-787-8503
RA-BPOA@pa.gov

Type of Entity

Partnership

Business Management
Mr. Darryl J Adams, Owner Ms. Brenda Spenser, Office Manager
Contact Information
Principal: Mr. Darryl J Adams, Owner
Business Category

ACCOUNTANTS BOOKKEEPING SERVICE TAX RETURN PREPARATION FINANCIAL SERVICES


Additional Locations

  • THIS LOCATION IS NOT BBB ACCREDITED

    5843 Brownsville Rd

    Pittsburgh, PA 15236 (412) 653-7880

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Complaint Detail(s)

5/20/2014 Problems with Product/Service | Read Complaint Details
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Additional Notes

Complaint: Gave them personal property ( 2012 Tax Year return from another tax preparer who happened to be Jewish), which my tax preparer, **** ********, specifically asked for so he could review what was done on my taxes last year. When I went to pick up my prepared taxes by him and his staff, and got home, I realized that they did not give last years' back to me. I called him, and he said, "I don't remember you giving them to me". They put me on hold, then returned to the phone saying, "I'm sorry, but I don't have them here". I have since had a 2nd accountant look them over. He had asked for my home purchase statement from HUD which I gave to Adams & Associates so they could see what I paid for my home. THAT ALSO, was not in the 2013 prepared tax folder. The initial meeting with Mr. ******** created a concern, for he asked me to go to Fidelity Investments regarding some IRA withdrawal information he did not understand. I went to Fidelity, a reputable company, and they said, QUOTE: "You should ask him where he got his license. Maybe you should get another tax preparer".I do not recommend nor trust this company and you need to flag and make a note of this company.Sincerely,***** ****

Desired Settlement: I would like a small monetary amount refunded to me for the loss of my 2012 tax return and for their lack of professionalism, and cost it would incur me to get another copy.

Business Response:

MayS,2014
To whom it may concern,
 My preparer **** ******** informed me
when Ms. **** left Adams & Associates; he gave her all of her documents. He also informed me
that Ms. **** called him and asked where some of her papers were. **** informed me that he
gave them all back to her. It is company policy that all papers are to be returned to the client. We
do not keep any paper work of the clients. Perhaps Ms. **** misplaced them in her residence and
thought **** kept them.
Ms. **** expressed a concern that **** asked her to contact Fidelity regarding an IRA
withdraw. This is a completely unfounded complaint. A preparer may need some clarification
regarding a client’s withdraw; but it seems Fidelity was playing pass the buck and blaming the
preparer for Fidelity ineptitude.
It seems this client has a vendetta against **** and is trying to file any kind of complaint she
can against him. As far as I am concerned all complaints have been unfounded. Therefor I will
not refund any money to her.
 

BBB's Final Determination: Business offered a resolution. Consumer did not pursue further with BBB and the matter was assumed to be resolved

8/31/2012 Problems with Product/Service
1