Liberty Tax Service reviews and complaints 1
View all 135 complaintsLiberty Tax Service - didn't use all my w-2's
I am writing to get a resolution to the serious injustices my husband and I have encountered, at the Aberdeen SD. store. Owned by Terry Narum of Sioux Falls SD.
January 2009, we chose Liberty Tax for filing our 2008 taxes. During this preparation I noticed that I had forgotten, my Wyndham Hotels W-2. Sense we lived only a few blocks away, I drove home and got it. When arriving back, I handed papers to the tax preparer. After being there for almost Two hours, we where thrilled to be getting a return of $5391.00, the most we had ever gotten back, we where so happy we wanted to sign and get our money.
January 2010, I received a letter from the IRS stating that we did not summit $10, 910.00 worth of taxable income. IRS states we owed $2187.00 for this error. Confused I called Liberty Tax [protected], phone being answered by a message that they are open on Wednesdays; I left a message with my concerns and ask for a return call. That week went by with no call back.
January 13th, I called again and made an appointment for the 14th @ 3:00pm, reinstating my concerns.
I took with me the same papers; I had received from the preparer in 2009.
Rose was sitting at her desk as I sat down; she took a folder from her desk drawer, which was mine. I gave Rose the letters from IRS, after about Five minutes I explained to her how to read them. Rose, then informed me that my W-2 from Wyndham Hotels was not in there file. I handed her my file and she went threw it, stating the something. I became upset and asked what Liberty was going to do to help me correct this, at that time Rose offered to pay penalties and interest, I told her that was not enough. Rose asked how I knew I gave all W-2's to preparer, told of having to go home and get them, coming back and handing them to him. At that time she said person that did ours work on Monday the 18th, she would talk to him and call me. Still very upset I said like the call back I got last week, after leaving a message. Rose at the time told me that not all calls get heard, which only added more anger toward Liberty Tax. I told Rose at that time I would protest in front of store if I could not get the help that was needed to correct this. I asked for a guaranteed call, was told yes on Monday the 18th.
The meeting lasted about 20 minutes. So frustrated when I got home, I went threw my papers in the folder and found the missing W-2, which she had over looked, I have to wonder on purpose.
Thinking I would just give up and go away.
I never got that call either on the 18th.
I call Liberty Tax on, January 20th, was told they were going to do nothing because I signed papers, all this was my fault, reinstated that I would start at 4:00pm and end at 5:30pm for the next Five days, with protesting. I, was told that I better not do that, I ended call.
At 3:45pm I received a phone call from Terry Narum, asking about my protest. Terry told me that I signed papers and that there is nothing they will do to help, also that he would have his Lawyer after me. I asked are you threatening me. I stated the 1st Amendment, and told of talking to all the local authorities on my rights, Captain Dave McNeil, from sheriff’s office, saying that I was well within my rights to be on the sidewalk, which is city property. At that time Mr. Nanum said "look little missy you better watch your self". I asked Mr. Nabum never to call me that. I ended call, feeling that I was being threatened and he was trying to scare me.
Arriving at 4:00pm, we set up and held our signs proud.
Being there only Fifteen minutes a Liberty employee came and asked us to leave, I politely said no. Few moments later a Police Officer arrived with KSFY news reporter. The Officer went into store and reporter started filming, Officer came out and spoke with us, telling us that we had every right to be there and left.
During that hour and half seven cars stopped and asked us what was going on, we told our story and they told theirs, of the dealings they had with Liberty Tax... Not good ones. They also stated that, if it were not so cold out, they would be with us. Jay and I had our picture taken by at least twenty different people. Aberdeen News Paper also did interview
January, 21st our second day, was just as eventful, people taking pictures, honking, waving, and giving us thumbs - ups.
KSFY, stopped and finished interview, which aired at 10:00pm on the 22nd.
I ran home and got may papers, My HUSBAND sat there, it took less than 10min to return... I brought them in and there is no way I could ever be a SCAM artist get real.. These taxes were done wrong, I personal handed him my W2 that was missing and more than sure he remebers it... this happen to us get use to seeing on the web, I am posting everywhere! When you make as much as we do, who would think that $10, 000.00 was missing... do you real think that a person that has such a problem could or would SCAM I don't think so. I have a valid complaint and I am not going away! WE did not find out till we got a letter from the IRS stating that we owed money, again thinking that LIBERT TAX did there JOB by adding all brought to them!
Any one want to email me I have all od Corp. Offices Email addresses from John Hewitt to the mail personal. !
The complaint has been investigated and resolved to the customer’s satisfaction.
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As a former Liberty Tax employee (Paid Income Tax Preparer) I would alway put a check mark at the top of any/all documents given to me to make sure I didn't miss any. The fact that you went home to get this SPECIFIC w-2 makes it hard for me to believe it could have possibly been overlooked!
Over the year I worked for liberty(they don't deserve a capital "L") I had heard on more than one occasion from the owner that "we are a marketing company which happens to do taxes"!
How crase and unprofessional could one possibly be about something that is so important to all U.S. citizens?
Everyone makes mistakes, but if you make a mistake-stand up and do what needs to be done for your client! That is how you build a business.
I have read "what do you call a former liberty tax franchisee-"a defendant". They take many of the people that choose to let their franchise go and file a suit for "the non-compete clause" in their inital franchisee agreement even if it doesn't really apply to the individual franchisee. Their superior capital (money) let's them just bully the ex-franchisee with incurred legal fees until the franchisee is financially not able to defend themselves in court any longer. That prohibits them from forming another tax prepartation company of their own, in whatever the area designated in the initial agreement.
Be smart, don't have your taxes prepared by any company because you see someone outside in a "lady libery" costume.
THIS IS THEIR VERSION OF "LIBERTY" !
Hello nadine7819,
We appreciate you reaching out to us again via complaintboard.com. As you are aware we have received your emails regarding the issue stated above. We are sorry that this happened to you as our customer. As stated in the guarantee, we do not pay the tax that is assessed when an error is made on a return. Due to your particular tax situation, the tax due would be the same whether or not the return was filed correctly the first time. However, penalty and interest would not have been assessed and we will gladly refund those fees upon receipt of a copy of the letter from the Internal Revenue Service outlining those particular fees. We hope you accept our offer to refund your tax preparation fee and pay the penalty and interest which is currently due resulting from the omission of the W2.
Kind regards,
Liberty Tax Customer Care
The manager's name is Rosetta not Rose, and I'm pretty sure that if you were missing a W2 with an income of over 10, 000 you should be smart enough to notice that. Also, if you ran home to get this W2 they would not have filed your taxes, the would have put it on hold. Even if they tried to file them, you would have had to sign the paperwork and either pay right then or pick an option. Plenty of people come in day in and day out to just see how much it costs and end up not filling for whatever reason and they are never charged or filed without their permission. Also, if you noticed it after you filed you would have had the rest of the tax season to file an amendment, which I would assume you would have noticed if you would have picked up your tax file that you are supposed to which contains a copy of your tax returns and your w2s. I do believe you are a scam artist.