I have had a terrible time with Heard this tax season. I submitted all required tax documents and information before Heard's deadline in February. Despite this, my corporate taxes are now over a month late with no submission date in sight. As a result, my personal taxes will also miss the deadline and I may face penalties.
Heard's support staff has done nothing but pass along messages with no actual resolution. Apparently, they hire contractors to do your taxes rather than handling them in-house. The tax preparer can't even communicate with your bookkeeping team directly. I have had to be the go-between to get information from the bookkeeping team to the tax preparer, a process that takes several days and far too much of my time to manage.
Throughout this ordeal, I have had to repeatedly chase my assigned tax preparer to keep the process moving. He has gone silent for days and even weeks at a time and has broken his promised completion timelines repeatedly. He has been telling me "I'm almost done with your tax return" for a month now.
When I raised concerns about late fees and penalties caused entirely by their contractor's delays, Heard informed me that "tax liabilities remain the responsibility of the taxpayer." They also openly admitted they cannot guarantee my personal return will be filed by the deadline and are offering no solutions to the problems they have created.
I hired a bookkeeper to save time and make tax season less stressful, but Heard has done the exact opposite for me. This is my most stressful tax year to date.
If you are a busy professional who cannot afford to babysit your accountant through tax season, do not use this service. I submitted all of my documentation early, have had to check in on my tax preparer daily to keep things moving, and am now facing potential tax penalties due to their delays.
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