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Business Profile

Accountant

Ortquist & Associates PC

This business is NOT BBB Accredited.

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Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 1 complaint 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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Complaint type

  • Initial Complaint

    Date:09/29/2025

    Type:Product Issues
    Status:
    UnansweredMore 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 received a phone call from Ortquist &ass. today on 09/29/25 regarding a trust fund in my mother's name. i just need to sign some forms to receive the money. I was told there will be a $50 fine do now. After signing all the forms, they would not accent a check but run my card under credit. After the card went through the lady handed me a receipt for $445. i said what's this for. they replied that's fee for power of attorney and printing out paperwork. i replied you only told me $50. which they responded with yes that's the filing fee for state taxes. the state taxes are $34. i resounded what about the money in the trust. their response was we took all that money to cover fees and expenses. so how much is their left. Ready---zero. why did i just pay $445. for (paperwork?) yep. plus the $16 over the $50 state fee difference.

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