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Smith Dynamic Investments Corporation

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Smith Dynamic Investments Corporation Reviews (5)

[redacted] Mitra Tax Services [redacted] Phoenix AZ Revdex.com Serving Central, Northern and Western Arizona N 12th Street Phoenix AZ 602•264• /> Answer to Complaint Dear Sir/Madam [redacted] who was in a Bankruptcy process and was in default for filing her taxes, was asked by the district court trustee to prepare and file her unfiled tax return in addition to her past due return [redacted] came to our office on or about April/to have her taxes done for the above mentioned two years [redacted] was advised that only her current tax return can be filed electronically, but her past due tax return can only be mailed to the [redacted] appropriate address According to the notes included in her file, [redacted] signed an authorization form for our firm to prepare her return electronically and was given completed signed copies of her tax return along with a prepared and addressed envelope to mail out to the ***This way is consistent with the office due course of business, as all customers who cannot file their returns electronically, receive a copy and envelope to mail out to the *** A few months later, [redacted] called our office, spoke to the office manager and complained that her tax return was never received by the *** The office manager promised her to investigate the matter The next day, [redacted] received a call from the office manager advising her that according to the notes in her file, the tax return with an addressed envelope to the [redacted] was given to her to mail out I [redacted] denied that she was ever given any such envelope!The office manager advised her that he will conduct further investigation on this matter The next day, the office manager called the [redacted] regarding [redacted] 's tax return, surprisingly, the [redacted] confirmed the they have a tax return for [redacted] in their record and that a refund check will be issued soon to her On the next day, the offite manager called [redacted] and told her since the [redacted] confirmed receiving her tax return, disputing who was responsible for sending the return to them becomes irrelevant [redacted] insisted to have a full refund for the $she paid to prepare her tax return and for her tax return! The office manager explained to her that: She only paid a $In a personal chetk for both years not $as she claimed There was no problem with her tax return, as it was filed electronically, on a timely manner, approved by the [redacted] and a refund check was issued She was already one year late for filing the tax return when she came to our office, The [redacted] confirmed receiving and approving her tax return, no penalties or fines were charged because she did owe a balance to the ***, and therefore, no cause of action arises to any dispute II [redacted] advised the office manager that should the office not return her $she paid, she will continue her call harassments, put online negative comments on the business and file a complaint with the better business bureau The manager responded that [redacted] ot ghtto pay for the services she received, the tax returns prepared at our office and contained our firm information were filed and approved by the ***, moreover, her refund checks for the above tax years were Issued to her, and lastly no fines and penalties were charged against her by the [redacted] for the late filing of tax return, although, she was already one year late before coming to our office No cause of action arises in this situation and we consider [redacted] continuing complaints an attempt to avoid her legal and ethical liability for paying for the services rendered to her by our firm

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below.The response given outlines blatant deliberate lies and attempts to disparage me the customer as the wrong doer Obviously this company has no intension to be accountable in any way I am gravely concerned about the business standards and wish to warn other potential customers Regards, [redacted] ***

I have been through a fiasco with this businessThis began days ago when I contacted my tax representative, Islam, and requested that he do my taxesHe informed me that he had left the company and moved to OhioBecause he left the company, he signed a document promising to not take any clients with himIn spite of this agreement, he agreed to do my taxesThis should have been a red flag that I was not dealing with ethical peopleOver the next three days, I contacted Islam times via email to no avail; he did not respondAfter sending a rather direct email demanding information, he then called me to inform me that the file had been transferred to the manager of the tax office with which he was previously employedIslam stated that he was doing my taxes that night, which happened to be a SaturdayAgain, another red flag: why was I not notified of this transfer? I then emailed with the manager of this establishment, Mohammed, who had taken over my taxesMy attempts to reach him spanned days; he did not reply to a single emailI finally obtained his phone number and text him to inquire on the status of my taxesHe replied the next day by text claiming that he had my incorrect phone number in their database and thus could not reach meRed flag 3: what about my emails I had sent? I confirmed they were sent to the correct address and also confirmed receipt but simply did not respondEven if he had my wrong phone number, how can he explain having disregarded all of my emails? Mohammed informed me that my taxes had been completed and were ready to be signed/submittedThe taxes were not completed and ready to signMytaxes were incomplete and only included information from of the documents I submittedAs such, I had to come into the office and start from scratch with my tax informationThat day, Mohmammed and I had communicated via phone and established that I would be by in the afternoon to see himI arrived at pm on 2/3/He was not thereI waited for a full hour before he arrivedInstead of tending to me immediately, he visited with each tax accountant in the office, all four of them, for up to minutes eachApparently they needed his guidance in that momentAfter waiting for nearly an hour (hours in the office by now), he finally called me back into his office to finish my taxesImmediately after sitting down, he left the office and proceeded to assist other customers once againI sat waiting for another half hour before leaving the office to retrieve himI was on my lunch break and could not afford to wait any longerAt this point, I had been in his office for nearly hoursI went to the desk where he was advising another employee and firmly asked that he return to the office and finish my taxes so that I could return to workHe finally returned, finished my taxes in less than minutes, and sent me on my wayOver the past days since I left, I have contacted him numerous times to express my concern as my taxes are not showing as accepted on the websiteI would understand if they were accepted but not completed; this would be normalMy friends and family who filed last week, however, have not only been able to track their return, but have received their refunds, too, at this pointI have contacted him by text and email requesting that he confirm my taxes were submitted correctlyI also asked that he verify the dollar amount I have is correct as an error would explain why I am unable to track the refundHe has replied to one text offering nothing more than "the IRS website was down and may be delayed." That rationale is invalid as other who filed after have received theirI do acknowledge that every refund is differentThere is, however, no reason I should not be able to track my refund on the IRS website at this pointI have asked Mohammed two simple bits of information: to confirm the dollar amountIn three days, he has not replied to my emails or textsI have zero faith in this business's ability to execute my return at this point
This business is run so poorly that I feel I have a moral obligation to warn othersThis has been one of the worst experiences I've had with a business in my lifetimeWith a matter as important as your refund, you should put your trust in a business better equipped to assist

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.The response given outlines blatant deliberate lies and attempts to disparage me the customer as the wrong doer.  Obviously this company has no intension to be accountable in any way.  
I am gravely concerned about the business standards and wish to warn other potential customers.
Regards,
[redacted]

[redacted]
Mitra Tax Services
[redacted]
Phoenix   AZ 85016
Revdex.com Serving Central, Northern and Western Arizona
4428 N 12th Street
Phoenix AZ 85014
602•264•1721
/>
Answer to Complaint
Dear Sir/Madam
[redacted] who was in a Bankruptcy process and was in default for filing her 2012 taxes, was asked by the district court trustee to prepare and file her unfiled 2013 tax return in addition to her past due 2012 return.
[redacted] came to our office on or about April/2014 to have her taxes done for the above mentioned two years.
[redacted] was advised that only her current 2013 tax return can be filed electronically, but her past due
2012 tax return can only be mailed to the [redacted] appropriate address.
According to the notes included in her file, [redacted] signed an authorization form for our firm to prepare her 2013 return electronically and was given completed signed copies of her 2012 tax return along with a prepared and addressed  envelope to mail out to the [redacted]. This  way is consistent with the office due course of business, as all customers who cannot file their returns electronically, receive a copy and envelope to mail out to the [redacted].
A few months later, [redacted] called our office, spoke to the office manager and complained that her 2012 tax return was never received by the [redacted].
The office manager promised her to investigate the matter
The next day, [redacted] received a call from the office manager advising her that according to the notes in her file, the 2012 tax return with an addressed  envelope to the [redacted] was given to her to mail out I
[redacted] denied that she was ever given any such envelope!The  office manager advised her that he will conduct further  investigation on this matter
The next day, the office manager called the [redacted] regarding [redacted]'s 2012 tax return, surprisingly, the [redacted] confirmed the they have a 2012 tax return for [redacted] in their record and that a refund check will be issued soon to her.
 
On the next day, the offite manager called [redacted] and told her since the [redacted] confirmed receiving her
2012 tax return, disputing who was responsible for sending the return to them becomes irrelevant.
[redacted] insisted to have a full refund for the $200 she paid to prepare  her 2013 tax return and for her
2012 tax return!
The office manager explained to her that:
1. She only paid a $150 In a personal chetk for both years not $200 as she claimed
2.   There was no problem with her 2013 tax return, as it was filed electronically, on a timely manner, approved  by the [redacted]  and a refund check was issued
3.   She was already one year late for filing the 2012 tax return when she came to our office, The [redacted]
confirmed receiving and approving her 2012 tax return, no penalties or fines were charged because she did owe a balance to the [redacted], and therefore, no cause of action arises to any dispute II
4.    [redacted] advised the office manager that should the office not return  her $150 she paid, she will
continue her call harassments, put online negative comments  on the business and file a complaint with the RevDex.com
5.   The manager responded  that [redacted] ot ghtto  pay for the services she received, the tax returns prepared at our office and contained our firm information were filed and approved  by the [redacted], moreover,  her refund checks for the above tax years were Issued to her, and lastly no fines and penalties were charged against her by the [redacted] for the late filing of 2012 tax return, although, she was already one year late before coming to our office.   No cause of action arises in this situation and we consider [redacted] continuing complaints an attempt to avoid her legal and ethical liability for paying for the services rendered  to her by our firm.

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