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Business Profile

Tax Consultant

Boxelder Consulting LLC

Headquarters

Complaints

This profile includes complaints for Boxelder Consulting LLC's headquarters and its corporate-owned locations. To view all corporate locations, see

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Boxelder Consulting LLC has 3 locations, listed below.

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    Customer Complaints Summary

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

    If you've experienced an issue

    Submit a Complaint

    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:04/11/2025

      Type:Sales and Advertising Issues
      Status:
      ResolvedMore info

      Complaint statuses

      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.
      We contracted with Boxelder Consulting to prepare our 2024 tax return and sent them all our files mid February. We have had multiple conversation with the person working our tax return and weve been ASSURED, multiple times, that they would meet the *** deadline. Instead, we received an email from the *** at 8:57 pm on 04 11 25 that Boxelder filed an extension on our behalf, with no consultation with us. Note, we paid 50% in advance to have our taxes prepared.Thank you ******

      Customer Answer

      Date: 04/14/2025

       

      This has been resolved by the vendor.

       

      Thank you

    • Initial Complaint

      Date:04/11/2023

      Type:Billing Issues
      Status:
      AnsweredMore info

      Complaint statuses

      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 worked with Boxelder at the end of 2021 and the beginning of 2022.We had previously agreed on a $7,000 retainer, and Boxelder charged me $12,000 without doing the work I hired them for. I still have not received any tax relief. They claim to be a tax relief agency, and they were supposed to help me enact my first-time abatement but they failed to even make an attempt, as well as charging me above the previously arranged amount. The way they charged me was unethical, ie. $75-$500 for a phone call to the front desk, and $70 for email correspondence regarding the confirmation of an appointment time, amongst other things. Boxelder dropped me after I gave them $5,000 more than I had agreed to, and they have not attempted to make it right. They even failed to claim my daughters as dependents, which is one of the most basic requests one could ask of a tax company. After looking at the PDf form (which I have attached to this complaint) I estimated the total that I would like to be refunded by Boxelder. I would like to receive $3000 back for the bookkeeping that I paid for and never received as well as $2000 for the tax advice via phone calls, email, etc. There was never a resolution to my case, and I paid a total of $5000 more than the initially agreed price of $7000.The charges I received in the attached PDF are charges that I was not made aware of and therefore did not agree to pay. Boxelder had me signing things under distress without disclosing the terms I was agreeing to.

      Business Response

      Date: 04/12/2023

      This former client signed up with Boxelder on October 12, 2021. At the time he signed up, in person, we reviewed together and he signed our Client Work Agreement, attached. That agreement makes clear we bill by the hour for work performed on a case. This is the crux of the matter and a fact that this former client absolutely refuses to acknowledge, even when presented with his own signature.

      Simply put, this document governs all our work on any client case. Again, ************************** read, reviewed and signed this document, then continued to work under the terms of this agreement until he refused to pay requested additional fees to cover a negative balance on the case.

      Further, none of the complaints ************************** cites are valid. In fact, we helped him by keeping him protected from enforced collections from both the state and federal taxing authorities. We filed his missing tax returns, and also kept him current with his ongoing tax obligations. We entered him into a payment agreement with the state. We entered him into a more beneficial entity structure to help him mitigate tax exposure. Finally, we assisted him with the full payment of his tax liabilities. 

      When, approximately one year later, during a review of his retainer, we discovered we were several thousand dollars negative, I called this former client and advised him of such. I let him know I would be crediting his balance to zero, but if he wanted us to pursue penalty relief, we would need to cover our time, again, per the terms of our signed agreement (See Section 3).

      ************************** became upset and unhinged from any reason on the call, and after talking in circles for close to a half hour, I advised we would be closing the case and moving on, and wished him the best. He then showed up at our offices several minutes later. While not overtly threatening, I was concerned enough to not let him in the office to talk further, and asked him to leave, which he did so promptly. However, he continued to call and email my offices incessantly and harass my staff. Finally, we had to block his phone number and email. 

      Time and time again, we patiently explained to this former client the process involved, and helped him in many ways. The fact remains, that despite the way things ended, he his in a far, far better position now than he was prior to engaging Boxelder. Why he is anything other than grateful is a head scratcher to me, but given that he has escalated this matter, I need to set the record straight with facts.

      We still wish this former client the best moving forward, but it is clear we made the right decision in terminating this relationship.

      Customer Answer

      Date: 04/13/2023

       
      Complaint: 19925376

      I am rejecting this response because:

      Boxelder gave me the impression that they would see the job through entirely, and charged me unethically for bookkeeping that was incomplete as well as pointless phone calls. I currently have another professional business reworking my books as a result of Boxelder's negligence. I now have to pay twice for a job that should have been completed months ago. 


      Sincerely,

      *******************************

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