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Reviews Xpert Tax and Financial

Xpert Tax and Financial Reviews (6)

Josh Groh performed maintenance on my aircraft [redacted] Josh demanded that the fuel pressure gage be replaced during the annual inspection following an engine change I told Josh Groh that the fuel gauge was function just slow to show the correct pressure Josh demanded to change malfunctioning gauge prior to signing off the annual inspection He offered that if this did not fix the problem he would refund that portion of the repair I traveled from Huntsville Alabama to Indiana to pick up the plane and was required to pay the bill prior to receiving the aircraft When I got in the plane the fuel pressure gauge he installed was obviously damaged and non functional Josh Groh billed me for the repair but signed off the aircraft forms as the gauge being bad but did not annotate the fuel pressure gauge change Now that I have the aircraft Josh Groh refuses to reimburse me the approximate dollars he charged for removal of my gauge and installing a damaged one

Groh Aviation performed an annual inspection of my aircraft following an engine overhaul repair As part of the overhaul repair Josh Groh agreed to reimburse engine transportation expenses I submitted an invoice to Groh Aviation for the agreed upon sum of dollars on Jan As of March after repeated attempts to collect MrGroh has failed to pay the agreed upon invoice He has documented he agrees to the amount but does not pay it
Secondly, during the annual inspection Groh Aviation suspected a faulty fuel pressure gauge I told Josh Groh that the gauge was slow to show pressure and please do not touch it Groh demanded it be replaced and said if it did not fix the issue he would not charge for the gauge or the laborWhen I met with Groh he indicated there was still a problem with the gauge Upon receipt of the aircraft I found the new gauge damaged and non functional I later had to have the guage replaced Groh aviation has agreed to refund the money but

Groh Aviation performed an annual inspection of my aircraft following an engine overhaul repair As part of the overhaul repair Josh Groh agreed to reimburse engine transportation expenses I submitted an invoice to Groh Aviation for the agreed upon sum of dollars on Jan As of March after repeated attempts to collect MrGroh has failed to pay the agreed upon invoice He has documented he agrees to the amount but does not pay it
Secondly, during the annual inspection Groh Aviation suspected a faulty fuel pressure gauge I told Josh Groh that the gauge was slow to show pressure and please do not touch it Groh demanded it be replaced and said if it did not fix the issue he would not charge for the gauge or the laborWhen I met with Groh he indicated there was still a problem with the gauge Upon receipt of the aircraft I found the new gauge damaged and non functional I later had to have the guage replaced Groh aviation has agreed to refund the money but

Josh Groh performed maintenance on my aircraft ***
Josh demanded that the fuel pressure gage be replaced during the annual inspection following an engine change I told Josh Groh that the fuel gauge was function just slow to show the correct pressure Josh demanded to change malfunctioning gauge prior to signing off the annual inspection He offered that if this did not fix the problem he would refund that portion of the repair I traveled from Huntsville Alabama to Indiana to pick up the plane and was required to pay the bill prior to receiving the aircraft When I got in the plane the fuel pressure gauge he installed was obviously damaged and non functional Josh Groh billed me for the repair but signed off the aircraft forms as the gauge being bad but did not annotate the fuel pressure gauge change Now that I have the aircraft Josh Groh refuses to reimburse me the approximate dollars he charged for removal of my gauge and installing a damaged one

Josh Groh performed maintenance on my aircraft ***
Josh demanded that the fuel pressure gage be replaced during the annual inspection following an engine change I told Josh Groh that the fuel gauge was function just slow to show the correct pressure Josh demanded to change malfunctioning gauge prior to signing off the annual inspection He offered that if this did not fix the problem he would refund that portion of the repair I traveled from Huntsville Alabama to Indiana to pick up the plane and was required to pay the bill prior to receiving the aircraft When I got in the plane the fuel pressure gauge he installed was obviously damaged and non functional Josh Groh billed me for the repair but signed off the aircraft forms as the gauge being bad but did not annotate the fuel pressure gauge change Now that I have the aircraft Josh Groh refuses to reimburse me the approximate dollars he charged for removal of my gauge and installing a damaged one

Review: The reason that attracted me into this specific location was the advertisement they have on the radio, stating you could get up to $1000.00 in advance.After getting the amount of how much I was getting back on my taxes I asked my preparer to disclose to me how much she was charging me to do my taxes before I signed any documents. She stated $500. I told her I wasn't ok with that amount and that I have never paid that before and will not pay that much now. After my preparer involved her manager [redacted] the fees were eventually dropped.

Back to the advance of $1000.00 that attracted me there in the first place. I was told I qualified for a $300 advance in house and another $500 advance from the bank which brings me to $800.My preparer told me that the agreement they have with the bank is a maximum of $500 and the $1000.00 advertisement was just a scheme to attract potential clients in. They couldn't do it if they wanted to. That information didn't sit well with me. I was also told I could pick my money up from [redacted] on florin rd which they electronically send a check over to. I called [redacted] the following day in which they could not find any check in my name. I proceeded to call Xpert tax back and spoke to a rep who told me I wasn't accepted for the $500 advance and only the $300. So I was livid because I had planned on getting the $800 and had expenses to pay based on the money I was told I was getting. The manager [redacted] then got on the phone and told me to bring someone 18yrs or older and they can issue another $300 check into their name for me as a courtesy for the mishap.Our agreement was to come in and pay the additional $300 that they were lending me when I got my taxes back since my taxes had been filed already. I got my refund which was $941 short. I called back and long story short they said their were fees and the $600 I owed them. The fees weren't disclosed vocally and on paper that I was aware of. Also the additional $300 was not in my name so how could they pull that out my tax.Desired Settlement: I would like for this facility to take the false advertisement of $1000 off the radio and all other marketing material. I feel I myself and other fell victimized to this. I would also like the amount of which the fees of the preparation and bank charges to be vocally disclosed and circled in front of the client for know future misunderstandings. I would also like a explanation of those fees given to me. I feel like I was taken advantage of from this business.

Business

Response:

In response to the complaint dated 2/11/2016 for customer complaint ID# [redacted], Accusation # 1: The customer states the only reason for coming into our office to file taxes was due to our radio ad for refund advances of up to $1000 when you file with us. However this is a repeat client who came in for the same promotion as the prior year, already a client and already aware of our policies and our advances, in fact she received an advance of $800 in prior year. (See attached: Prior Year Fee Disclosure, and advances) Accusation # 2: Stated early in the beginning of the complaint. “After getting the amount of how much I was getting back on my taxes I asked my preparer to disclose to me how much she was charging me to do my taxes before I signed any documents. She stated $500. I told her I wasn't ok with that amount and that I have never paid that before and will not pay that much now. After my preparer involved her manager [redacted], the fees were eventually dropped.” Then later in the complaint, “I got my refund which was $941 short. I called back and long story short they said there were fees and the $600 I owed them. The fees weren't disclosed vocally and on paper that I was aware of.” The customer’s statements are inconsistent, as customer states, fees were told to her and were not to her satisfaction, so a discount approved by a manager was given before she would agree. Then finally in the complaint the customer states she was never told or shown the fees? Not being shown the fees is obviously not true because we have signed paper work proving that she in fact was aware of all fees, and the customer’s own statement also proves she was aware of her fees. (See Attached Fee Sheets w/initials and signatures) Accusation # 3: The customer claims the preparer informed her the ad and advances were a scheme to bring in clients and only $800 was possible for the advance. Again this is a repeat customer and she already knows our policies and procedures, but we still make sure we go over all policies regardless how long our clients have filed with us. When speaking to our preparer about the incident, (who is upset that the customer actually filed a complaint based on lies), states “the customer was informed advances are up to $1000 upon approval,” which is clearly stated in our ad (“Advances up to $1000”, “CASH advance IS OFFERED ONLY ON QUALIFIED REFUNDS AND WHILE SUPPLIES LAST. TICKETS & ADVANCES are SUBJECT TO APPROVAL, TERMS AND CONDITIONS. FEES APPLY. ESTIMATED FEDERAL TAX REFUND IS REQUIRED TO QUALIFY”). Being re-informed of this by the preparer, the customer was notified of how the advances work, one up front (1st Adv.) and an additional $500 (2nd Adv. once filed and acknowledge by the IRS and approved by the bank). The client was approved for $300(1st Adv.) up front, not $500 (due to circumstances regarding her offset with IRS stated below in Resolution Response). A few days later, the client called in and asked about the 2nd ADV ($500) and was told by one of our representatives the same information she was explained to when she came in to prepare her 2015 taxes (which was she could not get the $500 because she chose Direct Deposit). In the prior year, she was approved for the 2nd Advance because she didn’t choose Direct Deposit. The customer was frustrated that she wasn’t approved the 2nd Advance, and shared with the Manager that she really needed the money. Because the customer was a REPEAT CLIENT, the manager granted her a 2nd Advance of $300 with stipulations, because there can be only one upfront advance per client and SSN, so the customer was informed that in order to get a 2nd Advance, she would need to bring another person 18 years or older to sign on her behalf to receive the second upfront advance per the company’s policy. The customer agreed and signed the a written agreement which states that she understands that this additional $300 Advance will be her responsibility and will be deducted from her Tax Refund. Accusation # 4 I got my refund which was $941 short. I called back and long story short they said there were fees and the $600 I owed them. The fees weren't disclosed vocally and on paper that I was aware of. Also the additional $300 was not in my name so how could they pull that out my tax As for the actual advances received the $300 which was upfront and the $500 (2nd Adv) which the customer did not qualify due to her choice of Direct Deposit. An additional $300 was issued for the client after the customer contacted the manager and pleaded for an additional in house advance because she had plans for the 2nd Adv assuming she was approved. The manager agreed because she is a repeat customer as long we were able to add the additional $300 adv to her 1st Adv ($300) and will be deducted from her refund. (The manager made this exception for her because she was in great need). The customer did agree and signed an agreement to have the advance issued to a person of her choosing and for the advance to automatically be deducted from her Refund Check. The fees for which the customer would have been charged would have totaled approximately $500. However the customer was given an additional discount, for which she was also given the prior tax year and paid a total of $340.00 for preparations, e-filing and bank fees from which her advance was deducted, per the fee disclosure and advance agreement she signed, not to mention, also on the actual advance checks. To recap, her total fees were $340.00 and advances were $600.00 (advances are not fees, this is money the customer already received and must pay back) which totals to $940.00 not $941.00 as client stated in her report. For the customer, to question why the additional $300 was taken from her Refund Check is alarming, when we went above and beyond to help her. For her to state “the additional $300 was not in my name so how could they pull that out of my refund check”. This statement is totally dishonest and raises red flags of fraud on her part, because the customer was fully aware of, and agreed to the additional advance by bringing in the person of her choosing for the transaction, so the person could collect the advance from [redacted] on her behalf. They both signed for the advance and she completed an additional statement understanding that the amount would automatically be deducted from her refund check. Finally the customer did receive the advance, as the two collected together at [redacted], so for her to question paying back this money which the manager went above and beyond to get her is outrageous. (See attached 1st and 2nd in house advances w/ signed 2nd advance stmnt) Desired Settlement: Other (requires explanation) “I would like for this facility to take the false advertisement of $1000 off the radio and all other marketing material. I feel I myself and other fell victimized to this. I would also like the amount of which the fees of the preparation and bank charges to be vocally disclosed and circled in front of the client for know future misunderstandings. I would also like a explanation of those fees given to me. I feel like I was taken advantage of from this business.” In response to the desired settlement, We will not remove our radio ad or marketing material as it is correct and multiple clients have received the $1000 advanced (See attached clients own testimonial), to assume because one person is disqualified that everyone was disqualified is absurd. As far as the fees go which again are attached, the fees are CIRCLED by the preparer who also has the client INITIAL by EACH total fee and that they both see and understand set fee, finally the entire fee disclosure must be signed. Explanation of the fees were given in person by the preparer and also over the phone, also attached is the prior year fee disclosure, which as you can see is the exact same disclosure, nothing has changed besides the bank fee, however the clients total fees are the same. So it is a little confusing how there is a misunderstanding. Unfortunately there is nothing further more we can do to assist Ms. [redacted], as we have gone above and beyond, we have yet to receive a complaint about our fee disclosure which lists all fees, advances and refund on one page, or our advance(s) and policies. We understand the client is upset as of the amount of her refund due to her offset of $1779.10 which was deducted from her refund by the ([redacted] (see attached Offset), but that has nothing to do with our company or the service provided, the preparer and manager went above and beyond to keep our repeat client happy by providing an additional advance, when the customer did not qualify and removing over $200 in fees to appease the client. This being said it is very unfair to slander or punish our company for a client’s debt. (For any discrepancies in regards to our advances or services we have attached sign customer statements (testimonials) as well)

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