I'd give 0 stars if I could. This company is very unethical. We are a CPA firm that was using their outsourcing model. We signed up for the start of the 2023 tax season (roughly December 2023). We took advantage of a prepayment discount and bought $60k of credit with them for tax preparation. The pros assigned to us were completely unreliable and incompetent. Many pros would be assigned and then never start any work or would indicate experience in software we used (Sureprep), when they didn't. We cycled through at least 10 pros assigned to our account. If they did work, they would often take over a month to complete a return, not complete the workpapers or give very poor work documentation (we paid extra for them to do this), or make egregious errors such as deducting owner distributions as "miscellaneous expenses", double deducting home office expenses, not being able to enter assets off a cost segregation study. They represented pros can complete foreign forms (5471, 3520), but in both cases we assigned those returns, they did the rest of return but not those forms. Communication was poor from both the pros and the customer relations team and ended up being full of empty promises.Ultimately we said enough is enough and requested cancelation and a refund of the unused contract amount. We indicated that we did not intend on walking away from money and that we fully intended to utilize the contract if cancelation wasn't an option. They agreed to cancelation. I asked about a refund and said they'd get back to me. A month later they indicated there would be no refund. So now, they are keeping the money and not providing the services! This is the exact scenario I told them I didn't want to be in. I even reminded this to them with the link of the Zoom recording of the conversations I had with them.Submitted credit card disputes. They're lying to AMEX indicating that they are still offering to provide services despite emails that the contract is canceled. Over $30k is overpaid based on what we paid versus work they did. Stay away from them.
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