Truebooks CPA - Feedback

[Ricardo Garcia]

Hi all,

You must listen to podcast #689, The #1 Real Estate Tax Loophole, with Matt Bontrager. I was impressed with the information shared by Matt. It was easy to understand and to the point. I Googled Truebooks reviews, but there is not much information about Truebooks CPAs. I also searched the forums and found one post with seven replies mentioning Truebooks.

Is anyone here at BiggerPockets using Truebooks services like Tax Advisor? 

Thank you, 

Ricardo

[Tylee Cairns]

Quote from @Matt Bontrager:

Hi Everyone!

I’m Matt, the Managing Partner of TrueBooks!

Happy to help with any questions. Quick overview of our firm is three components. Tax Preparation, Tax Advisory, Accounting. All fixed fee with out of scope offerings as well. Such as accounting clean-ups, KPI analysis, etc.

Gianma - happy to hear

Hello @Matt Bontrager I currently have a tax file open with your company. I provided all info by the deadline I was given. I was then informed that my file was in queue to be assigned to a tax preparer on March 12th. After inquiring several times if a tax preparer has been assigned, on April 12th I was notified someone was assigned.

I was then told an extension will be filed.

I asked the tax preparer several times after he was assigned for a status update. Each time the response was "Unfortunately I cannot provide an exact estimate at this time for the date of completion". That message was on May 23rd, it is now nearly 2 months later (July 19th) and I still have heard nothing. If someone has been assigned, why would it take more than 2 months for them to complete the return? I have a pretty straight forward return with a W-2 and a K-1 from an LLC.

I will assume positive intent here that this is not the experience you intend for your customers. My experience so far has made me regret my decision for TrueBooks to file my return. This year will be the most I have paid for my taxes to be prepared, and the only year where I will be filing with an extension (and added stress).

To be fair and objective with my feedback, the upfront consultation process went well. Everyone I spoke with was knowledgeable and pleasant. The communication was prompt. However, once my deposit was paid and I submitted my files, that’s where the experience degraded.

Based on my experience, I would caution others to receive services from TrueBooks.

My question is: When will my taxes be filed? May you please look into this for me? Thanks!