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Business Profile

Tax Return Preparation

Bee Square Tax Consultation and Service, Inc.
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BBB Accredited BusinessA+Rated by BBB

Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 0 complaints closed in the last 12 months.

If you've experienced an issue

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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.

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Complaint type

  • Initial Complaint

    Date:12/18/2022

    Type:Customer Service Issues
    Status:
    Answered
    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 was recommended *********************** by a fellow church member. I am recently married and found out my wife owed back taxes after we were married. So we needed help with her taxes. We did as she instructed. Then she said we should file jointly for 2021 together under injured spouse status. I said to her several times that I think we should file separately, and then I should claim our son on my taxes. That way we wouldn't be penalized in our money taken from the *** for my wife's back taxes. She assured us that would not happen once we had resolved all of the back tax issues and my wife was on a payment plan for the taxes owed. Once all that was taken care of and she had a payment plan set up and she received money back from the *** for a previous year, my wife. again I said I think we should file separately in order for me not to be penalized. ***** again assured me that we would not be penalized and that we would get a full refund. She lied, here it is Christmas time and I get a tax refund of a minute amount for the joint filing. We're out over **** something dollars I would not recommend this service to my worst enemy. We were also talked down to by ***** several times both my wife and me. She was very condescending. She made a comment about being a full time homemaker/ Mom being boring. She also said to me about me looking "tired", I work ***** a week to support my family, which I feel she stole $****. Plus from.

    Business Response

    Date: 12/29/2022

    With careful review of the client's information, all has been resolved.

    Client was advised accordingly per *** tax code on what they should do as Married Filing Jointly. It was also reviewed with Client's the different outcomes for Married Filing Separate and Injured Spouse. ***** explained all returns in full detail as to every scenario. Client and spouse signed and agreed to the filing status.
    Per ***, they have the right to deny or approve any case presented to them. The *** approved this client's case but broke it into separate checks.
    Our office cannot control what the *** does and how they do it. But our office will go above and beyond to find out from the *** why a decision was made.

    Client's spouse has reached out to ***** informing her that they did receive the refund just in separate checks and all is resolved.

    Business Response

    Date: 12/29/2022

    We do have email documentation between preparer and client on this case. Per IRS code we cannot release any client information to you, but we do have it for our records.

Bee Square Tax Consultation and Service, Inc. is BBB Accredited.

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