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Business Profile

Tax Return Preparation

Martin D Eisenstein, Cpa & Attorney At Law

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

Complaints

Customer Complaints Summary

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

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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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  • Initial Complaint

    Date:12/29/2023

    Type:Order Issues
    Status:
    Resolved
    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 signed a contract with Mr. Martin Eisenstein on November 20th to do tax planning, tax preparation, legal entity structuring and estate planning, among other services that he offered. The contract states a monthly fee of $349 for 3 months and then it will be $199 per month after for ongoing services. My credit card was charged $349 on Nov. 20.

    After I signed the contract, I asked Mr. Eisenstein to provide me a list of documents he'll need from me so we can begin tax planning conversation(s). I was hoping to do tax planning before the year 2023 ends and be prepared for the tax filing season in the spring. Unfortunately, he never gave me the list that I asked, even after 3 requests. He kept promising to get back to me. Finally, on December 15th he scheduled a Zoom meeting with me, which was to occur on Sunday, Dec 17. Sadly, he never showed up for the Zoom meeting. I emailed him on that day asking what happened and that hopefully he's okay.

    He never responded to my Dec 17 email. So, on Dec 19th, I emailed him with a contract termination letter attached. Again, no response from him.

    On Dec 20th, my credit card was charged again $349. I emailed Mr. Eisenstein on Dec 28th asking him and Cooper T********* (his assistant and technical person) to reverse the 2 charges. Still no response from Mr. Eisenstein and his assistant. Hence the reason for filing this complaint. I have also disputed the charges with my credit card company and I'm awaiting their response to my complaint.

    Business Response

    Date: 01/17/2024

    I want to make full refund but can't get response from complainant.

    Customer Answer

    Date: 01/17/2024

    [A default letter is provided here which indicates your acceptance of the business's response.  If you wish, you may update it before sending it.]



    Better Business Bureau:


    There is no further communication needed with the business.  All I need is for the business to process the full refund of $698 ASAP in reference to complaint ID *********  


    Regards,



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

Martin D Eisenstein, Cpa & Attorney At Law is NOT a BBB Accredited Business.

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