A Tax Shelter, Inc

Very poor communication. I asked to pick up myself had an appointment to pick it up at 12pm friday 11/3/2023. Was emailing me up until 11.33am that day. She said she was Getting ready to leave because she had an appointment at 1230pm. At 12.15pm She still was not there. And I had to leave to go to another appointment which I also told her. I dropped myself off to her on march twenty seventh at noon. She made up a bunch of excuses on why it wasn't done in her staff quit. And then she went on a vacation sept 9 for almost a month which she guaranteed my taxes would be done prior to that. Now I get no response on when I can go and pick up my original documents.
Nov 4th, 2023

This is the worst tax service I have ever used....it is now 12/12/2022 and we have NO idea where our 2021 tax return is. Tarah told my husband she had staff issues during covid....covid is past us and absolutely no communication from this organization....no return phone calls, emails...nothing. Not to mention she has all our very personal/ vulnerable information which her employees had access to as well. I have had my own small business (3m) and a good accountant is worth their weight.....except this one! Time to take this situation to the next level.... So.....you never sent emails to shellysimoneau.....check your email sends! The bottom line is why did it take a negative review on Google to catch your attention. You can deny that you don't know who I am, but you will no longer be filing anything for us....
Oct 12th, 2023

Awful communication, files taxes late, overcharges, and the entire staff is incompetent. If you are looking for a diligent tax firm, look elsewhere. I have had my taxes done with Tarah since 2017, but this past year was an absolute horror. Her staff does not know how to handle anything, they pretty much refer you to Tarah who never responds to your inquiries. I was fortunate enough to get my taxes filed on time, but my other family members have not. My mom doesnt utilize computers so she has tried several times to contact Tarah, who never calls her, but charges her for services without explaining the reason and then not filing on time. Her priority is not individual clients so beware of that, satisfaction is not a guarantee with this business.
Jun 23rd, 2023

Used to be a top flite tax agency. Took a nosedive in the last 18 mos. We're still trying to iron out problems from the 2021 tax year.
Jun 16th, 2023

The only reason there is even 1 star on this review is because you have to indicate a star rating in order to leave a written review. I wanted to leave a review to hopefully save someone else from the disastrous experience we have had with A Tax Shelter, Tarah and her staff. Save yourself stress, frustration and time and DO NOT hire A Tax Shelter Bradenton for bookkeeping or tax services. We disengaged from Tarah and A Tax Shelter just recently but we should have done so long before. Despite submitting our tax documents back in Feb 2023 by June 2023 our 2022 taxes were still not finished / filed and Tarah has also failed to properly or timely file our business taxes resulting in numerous letters and tax fines. Tarah talks a good talk about how she will get the fines waived but she does not follow through with anything she says. And at the time of leaving this review we are STILL waiting for Tarah to provide us with our past years files despite promising we could stop by and pick up weeks ago. We tried to give Tarah the benefit of doubt since we have been long time clients but it was incredibly clear that this company started failing in 2021 and is no longer reliable and since then A Tax Shelter has gone from bad to worse. Besides being rude and on the verge of hostile (Tarah actually screamed at me and hung up on me the last time I spoke to her because I asked her to give me a timeline of when our 2022 taxes would be finished!!). Tarah and her staff rarely answer calls, emails or text messages. Your taxes will NOT be filed on time or filed correctly and there are added fines from the IRS that you are stuck to pay. We received a $3500 IRS fine due to the incorrect filing of the 2021 child tax credit by A Tax Shelter. I cannot warn you enough to take your business to a company that has standards and cares about their clients. I am not sure how A Tax Shelter still has clients or is still in business. Take this review seriously and take your business somewhere else. We hired a new accountant and are amazed at the level of service and communication when compared to Tarah and her staff. Do yourself a favor and stay far far away from A Tax Shelter Bradenton.
Jun 16th, 2023