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Consumer Affairs


Is this your Business?

Liberty Tax Service


Consumer Complaints & Reviews

In both 2008 and 2009, my tax returns were done wrong. After receiving letters from the IRS, I talked to owner Jesse ** of Chula Vista, CA branches. He told me simply to pay the amounts owed. I asked him about contacting the California Tax Board and assured me there would be no problems. Now, almost 3 years later, I have just received a letter from the Tax Board. I have to pay interest plus the miscalculated amount. Apparently, he hires relatives and people that are still in school. He keeps giving me vouchers for free tax preps for the following year. The third time, I had to tell the tax preparer which amount to include, because she didn't know! And they call that a professional service?

Listed below are the mistakes that were made:

1. A call was made to Mrs. ** that the tax folder was ready. Mr. ** picked up the folder. After returning home, he discovered there were no W2s.

2. The following day Mrs. ** went in to the Fontaine location to retrieved copies of the missing W2s and discovered the original return amount was increased by $1000. How could this much money be missed? Mrs. ** spoke to someone on duty about the situation but no resolution was met.

3. Mr. ** called into the Fontaine location to check the status of the return. He was told a check was ready for pick up. Mrs. ** came in to sign for the check. Mrs. ** again explained the situation to someone on duty and asked why a paper check was issued when direct deposit was always the method we have always used. The person on duty indicated the account was rejected. On February 21, 2012 a letter was received by Republic Bank which stated a direct deposit (the same account) for our state return would be issued; however, the fees that were charged made the return $0.00. After looking at the math, there was an error with the calculation. $39.00 is unaccounted for.

This entire situation indicates a lack of competence at this particular office. We, as consumers, have many different options for which to file our taxes. We went with Liberty because we've used them in the past at other locations in other states, each time without issue or hassle. It was not until filling our 2011 taxes at the Fontaine location that we have come across terrible service. The above-mentioned issues are too numerous to ignore or excuse. In light of these issues, we requested a full refund of all services which was denied by the Fontaine manager and owner. Service like this is unacceptable and we will like a response within 5 business days.

At this time they are still refusing to pay us back the fees that were charged and we are still missing money from the return. Please let me know what my options are at this point.

Liberty tax messed my taxes up. I wanted the RAL loan and they filed it wrong. I will never deal with them again. I should have let a friend do them on Turbo Tax. I would already have my money. I've been waiting two weeks.

Liberty Taxes should be terminated as a tax service and should be reported to the IRS for fraud and dishonesty and also for getting people audited. They don't know how to do their job and have messed up my taxes. Now I must wait even longer. Thanks, Liberty Taxes. You guys suck!

I received a letter from the IRS that my unemployment wasn't listed on my taxes from last year. I took them to Liberty Tax Service at 9622 Monroe Road, Charlotte, NC 28270. I pulled out the paperwork and saw that my unemployment was listed on the front summary sheet, but omitted from my 1040. I called the corporate office and they told me I'd hear from a manager within 24 hours. I waited 48, and after not getting any calls, I called the corporate office back. They told me my complaint would go into the "critical issues" caseload and I should hear something back soon. It's been another 48 and I've heard nothing. Some type of reparations should be made for this costly mistake on their part and I feel that it's unfair that I'm being held responsible when they are the professionals!

I filed my taxes through Liberty Tax Service on West Broad Street in Columbus Ohio. I paid over 300$ for the 24-48 hour loan on Wednesday, February 18, 2012. It is now Saturday, the 21st. Four days later, I still have no money and the owner said he doesn't even know what to tell me because he doesn't even know what the problem is and he is working on it. I still have no money. This is the most terrible service I have ever received in my life. This was the first time I have used Liberty for my taxes and will definitely be the last.

Liberty Tax Service made a mistake on my income tax return, and IRS caught it. Liberty blamed the computer. A Richard ** from Liberty stated that he would correct the paperwork and forward to IRS. Now, IRS is coming after me for additional PMT with interest and Liberty Tax can't be contacted. What am I supposed to do?

IRS says that I owe $808 in back taxes. I can't get a hold of Liberty Tax that completed my return. I don't have the money to pay IRS, let alone having to pay another tax service to help me correct this.

On 8/10/2011, I went to this office to apply for education credits for tax years 2010 & 2009. I was quoted a charge of $89.00 for both tax years, for a total of $178.00. It took about 45 minutes to complete. He gave me two envelopes with the paper work inside. And he told me that on 8/26/11, I can come pick up my first check. I never looked over the forms until 8/13/11. That's when I found out that he's charging me $460.00 for year 2010. And the other charge is $150.00, for a total of $610.00. For tax year 2009, he's charging $213.00. I know that this is robbery in first degree. I qualify to receive $5,700.00. And I'm eligible for 2,500 plus for both years.

However, they have me scheduled to receive $1,000.00 for 2009 and 1,500 for 2010. I want to stop payment on my education credits until I can get all of the state funds that I'm due, which is $5,700.00 minus $823.00. I need a way to notify the IRS immediately, before my funds are disbursed. Please tell me what I can do asap. I hope that my complaint has been issued early enough to stop this fraud from happening to me.

I was told by Stephanie ** that the price for preparing my tax return would normally cost $69.00, but with my $20 discount coupon, only $49. After I had to sit there an unusual long time, with the woman answering the phone, talking with customers and having personal conversations, I was given the paperwork and no signing. I left the tax office. When I got home, my boyfriend Jeff ** read over the documents they gave me. Jeff pointed out that they were charging me over $400.00, but it did not break the cost down. The next day, I returned to the office demanding correction or for them to stop the return.

Stephanie gave me the paperwork back and I was going to go to another tax preparer. But the next day, I got a call from the owner who said he could not stop the return because he filed it electronically, but would give the balance due once my return came in. When it did, he (the owner, Dwayne) was not there. The man, whose name was Gustavo, said the owner would be in the next night. I went the next night and he was not and neither the next after that. This continued with me calling day and night. Finally, I spoke to him (the owner, Dwayne Davidson) five days later by telephone. He gave me some double talking nonsense about some cost to him and that no further money would be returned.

I had already cashed the check given to me, so my only recourse was to demand the full money back as they advertise in the paper, in the office on the wall and on the flyer that "if not completely satisfied, the customer may have a complete refund of preparation fees". The owner said that there is no grounds to request a refund. They falsely advertised that guarantee, the $20 coupon discount was never given because they overcharged me $353.00. So the coupon was falsely advertised. The owner lied to me, sent me on a runaround back and forth con job, then stole from me. I have witnesses to what was said and the dishonest actions of Liberty Tax Service.

I have not been reimbursed on the 100% money back on tax preparation fees from Liberty Tax Service, in the amount of $278.95. Tax preparation was on 01/28/2011. I called the corporate office in Virginia beach, VA on about 02/01/2011 for my refund.


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