TAP Financial Services LLC

TAP Financial office is a great place to have all your taxes and accounting needs meet. The staff is very professional and great turn around services.
May 27th, 2023

Feb 11th, 2023

May 6th, 2021

I received excellent financial service. I would recommend TAP to my own family and friends.
Jan 26th, 2021

TAP Financial Services LLC was notified of intent to hire for Payroll Registration and Payroll Processing in September 2018. The accountant stated that a letter of engagement, company setup sheet, and a request for other information would be emailed the next day. Eight days later, almost all of the documents were emailed. However, the letter of engagement was emailed approximately 30 days later. In retrospect, these were the first indications of what was to come relative to service. In March 2019, the accountant was notified of a direct deposit restriction. However, the request to increase the limit was delayed for at least 3 business days. In April, she took the liberty of changing the original EFTPS credentials unnecessarily and without sharing the new password and PIN. I learned of the changes in July when I attempted to log in, unsuccessfully of course. I had to request the new password and PIN from her. The accountant created issues with the SCDOR by way of three Non-Filer Notices. Two WH1605 were filed late; one by 45 days and the other by 29 days, respectively. In fact, the former WH1605 was later accompanied with an Estimated Assessment Notice (EAN) for $559.20. Despite being notified of the availability of funding for payroll taxes (per her request) twice (also in April) and before the deadline, the later WH1605 incurred a $63.49 penalty or interest charge. Adding injury to insult, the WH1606 was filed 53 days late and was also later accompanied with an EAN for $559.13. Although both estimated assessment penalties were dropped when the payroll tax forms were filed, the other penalty or interest charge was not and service worsened. During a phone conversation and in an email in February 2020, I requested PDF copies of all tax documents. The accountant said she was too busy to email them. On May 28, she was still busy. On May 29, she informed me that emailing the documents were on her list. She had the audacity to say, You didnt even ask me about filing the quarterly tax forms. Seriously?! TAP Financial Services LLC was hired for Payroll Registration and Payroll Processing, which according to the accountant and some initial documentation included filing state and federal tax forms. Besides, as a client, the accountant should have been reliably informing me without my asking. Furthermore, if I had the knowledge base of an accountant, one wouldnt have had to be hired. Today, June 1, the accountant conveniently chose not to answer or return any of my phone calls (as she did once before). Im still waiting to receive PDFs of at least one WH1605, a WH1606 (only summaries are available online) as well as Federal Form 941 (only acknowledgements are available online) and a W3, which was filed 11 days late. In addition, I am unable to determine if additional penalties or interest charges for other quarters were assessed at the federal level in the absence of PDFs of the tax forms. Furthermore, the accountants service was so unreliable until the SCDOR has initiated a withholding account review and requested additional withholding tax information including the W3, which is in the accountants possession. And yes, she was paid! There are no outstanding invoices. A reliable accountant would ensure their clients never experience such inefficiencies and unprofessionalism. Ive often wondered what the real difference was between an accountant and a Certified Public Accountant. Needless to say, Ive learned that lesson the hard way. My initial inclination was to make the four and a half-hour round trip drive to TAP Financial Services LLC to make an in-person attempt to obtain the tax records as direct interaction is often best. However, when I considered how that time would be best spent, I chose the most impactful optionto generate awareness by sharing this most unforgettable experience on as many local, state, and national platforms as possible in an effort to prevent someone else from experiencing the same.
Jul 10th, 2019