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Vanguard Tax and Financial

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Vanguard Tax and Financial Reviews (4)

Services promised, paid for, not delivered For a number of years I have used Vanguard Tax & Financial services to prepare the Form for both StJude School and Kateri Tekakwitha Fund There has never been a problem as long as [redacted] was the owner However, this past year the firm was sold to another agent whom I assumed would be reliable since he had worked with *** Our forms are due by November and I brought our financial information to the agent during the summer, Previously I had been called when they were completed and I would pick them up, sign them, and mail them However since I got no call I went into the agency in December and asked for the completed forms I was given 'copies' and assured that they had both been submitted electronically (The agency has my signature on file; I am CFO for both corporations.) I paid the fees as I usually did, but when I got home and inspected the copies there were multiple errors on them; for example, information f

Services promised, paid for, not delivered
For a number of years I have used Vanguard Tax & Financial services to prepare the Form for both StJude School and Kateri Tekakwitha Fund There has never been a problem as long as *** *** was the owner However, this past year the firm was sold to another agent whom I assumed would be reliable since he had worked with ***
Our forms are due by November and I brought our financial information to the agent during the summer, Previously I had been called when they were completed and I would pick them up, sign them, and mail them However since I got no call I went into the agency in December and asked for the completed forms I was given 'copies' and assured that they had both been submitted electronically (The agency has my signature on file; I am CFO for both corporations.) I paid the fees as I usually did, but when I got home and inspected the copies there were multiple errors on them; for example, information f

all of a tax work was sent in on 3-3-17, and was not completed before the tax dead line after speaking with him he asked for more time and did not make that dead line and stopped contact after reaching him we tried again with a new dead line same thing work not done and no return call we have done this pattern now about times this time it was to be done on 5-18-17, then he need one more day, then he said by 5-23-at am then it was 5-24-at am still nothing and now will not make contact

Final Consumer Response /* (4200, 12, 2016/03/30) */
Dear [redacted],
I am still working towards a resolution with Vanguard. I meet today with the owner to review another aspect of our dealings and expect that soon everything will be resolved. I will let you know when that happens. The owner is...

being very cooperative.
Thank you,

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