7 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from Tylor L
5 stars12/26/2023
Dealing with my delinquency has been very stressful, but very necessary.I have not made great decisions along the way.***, *****, and team have been professional throughout.This is a stressful process. Trust them and treat them as humans. They'll return that treatment and have done so for me.Review from Chameleon C
5 stars09/20/2023
WATAX saved me over $45,000 with the *** by providing me accurate counsel that my own accounting firm (located in another state) did not. The WATAX team member I worked with is simply brilliant when it comes to *** regulations. And she is most effective in getting results most economically. Her ability to gain access to the *** and communicate with them is most effective to the point I do not know how it could be any more effective! I highly recommend WATAX and specifically ***********************************!Review from Brian O
5 stars09/16/2023
I moved to ********** in August from ********. Running a small online business and moving across country mid year with new tax regulations gave me anxiety. I planned to finish out 2022 with my ******** accountants that I had been working with for three years, but in December they completely dropped the ball and totally crashed my online QuickBooks account.Needless to say with one month left in the year, rather than try and re-do everything with a ** based firm, I reached out to *** at ** Tax Services and explained my situation. I was extremely worried about having my business and personal taxes done properly but he walked me through all of the steps, made time for phone calls as needed so that I could make a smart decision in switching accounting firms.Their entire team was phenomenal with helping me provide all of the documents needed to file my year end taxes, pay any ** state obligations and make sure I was set up for *** taxes, which was completely foreign to **** have been working with **** ever since and she is amazing. Back in ********, my accountants were kind of a pay us monthly, set it and forget it kind of thing. They never really explained anything nor did I have any real understanding of my monthly financials. It was hard to get answers from my ******** firm. So I had a ton of questions. **** has really gone above and beyond to make me comfortable and help educate me on the ** laws as well as teach me how to better use QuickBooks online so that I can self manage as much as I am comfortable with while she handles all of the heavy lifting / accounting needs.I am very pleased with the service of this company and it's employees and look forward to a fruitful partnershipReview from Julie M
5 stars09/13/2023
I appreciated the quick response from WATAX once I was referred to them. Within 15 minutes I was contacted, and an appointment was set up to discuss my tax concerns. The process of providing documents to be reviewed was seamless and the fee for the service provided was reasonable and well worth the peace of mind in having a professional go over 8 years of tax returns to ensure that everything was in order. They also provided useful information about other tax questions beyond the initial issue. I highly recommend them.Review from Greg L
5 stars09/07/2023
Great professional service from WATAX. They have provide Excellents smooth ride with my tax return for Corp and personal. *********************** my accountant made my live easer.Thank You WATAX Thank You ***********************Review from David R
5 stars09/07/2023
We have been working with WATAX for 3+ years now and have nothing but praise. They respond promptly to all of our inquiries which is something that happens infrequently with most businesses. We are really impressed by their professional approach and over-the-top thoroughness. I would highly recommend it to anyone needing professional accounting services.Review from Tennille T
1 star07/12/2023
i used WATax services to file my taxes and to assist with the Debt Relief program. The company never finished the debt relief portion and charged me an additional $1000. When I requested a refund they respond stating they were still processing my paper and waiting for additional information.After requesting a refund again, I was told I will not get a refund because of the time spent. I was never informed of this until i requested a refund again .
Washington Tax Services Response
08/03/2023
We're sorry for this client's experience, but this case was a five year experience and we felt a refund was not appropriate, but even so, we refunded $150 to the client.
Here's the case history (we also sent to her:
Mar 6 2018 Client contacts WATAX . Client is quoted a fee of $850 to prepare 14 15 16 17 fed/state returns and research IRS record/. Payments of fee made over two months. This is a $850 fee ($700 for tax prep and $150 for IRS research).
Mar to May 2018 IRS research complete multiple client contacts via email/phone:
3/19, case clarity; 3/21 filed extension; 4/5 first irs research; 4/26 clarity for tax prep; 5/14 ; 5/15 IRS research 2nd time for clarity.; 5/15 client contact on balances due
May 15 2018 Clients 14 15 16 17 returns completed w/ Client contact: 5/21, 5/22, 5/29
May 31, 2018 Proposal for $875 representation services to client.
Jun 1 2018 Clients 15 16 electronically filed.
Client contact: 6/8 Client pays first payment of $300 for representation.
Client contact: 8/18. Client asks for refund of $300 and forfeit of representation payment reversed.
Client contact 8/24 fixing return , 8/30 returns accepted
Client contact 11/14 request to include child on return.
Client contact 12/12 re complications on 2015 submission.Re-emailed form to client.
Client contact 1/2/19 link for returns expired, request for new link.
July 26, 2020 Proposal for $1075 fee for representation,resolution. Client issues payment for 7/29/20 and 8/10/20.
***** reaches out with questionnaire. 7/30., Followup with client for info 9/15
Received questionnaire 9/23/20. ***** processes questionnaire asks for more info.
Client is sent updated P of ****** ***** digests info and asks for more info on 10/21/2020
11/17/2020 Clilent fol. up
11/20/2020 More info requested.
11/20/2020 New P of Atty processed.
12/18/2020 IRS record researched for 3rd time updated.
12/18/2020 Client updated on balances with more questions unfiled returns etc.
1/4/2021 client fol. up.
1/18/2021 Client fol. up
4/15/2021 Client files returns indicate we are waiting for processing before proceeding.
6/15/2021 IRS Record researched again still some unfiled.
8/11/2021 IRS Record researched.
2/20/2022 Client reaches out to WATAX case re-reviewed.
3/7/2022 ***** provides new analysis of case new IRS research.
7/12/2023 Client writes us asking for refund. We decline, but offer $150 for good will. Client writes one star review at BBB.We worked this case at a financial loss, providing value (and underpriced tax returns). We gave a small refund out of good will.
Customer Review Rating
Average of 7 Customer Reviews
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