Taxnet Financial

The consumer? requested tax preparation services and applied for a RALWhen a dispute arises we refer to the documentation on fileThe consumer completed the tax interview and attested that the tax return filing is complete and accurate in all regardsThe taxpayer also requested to apply for a RALWe were unable to obtain a RAL approval and the reason for denial was provided to the consumer as requiredWe provide tax preparation services and complete applications for RALsA RAL is a loan and not your actual refundThere is no guarantee that you will be approved for a RALWhen you are not approved for a RAL a reason for the decision is provided and a finance charge is not levied since you did not receive the loanAn adverse RAL decision doesn't affect your actual tax returnOur customer service team is here to assist you the entire year but the customer service is unable to provide RAL decision information or the exact timing of your actual refundThe [redacted] processes most refunds within daysAs per your agreement in order to complete the e-filing of your taxes we may use either Wexpress or the [redacted] transcriptPlease refer to your signed agreement for details?

Initial Business Response / [redacted] (1000, 5, 2015/01/30) */ Contact Name and Title: [redacted] Contact Phone: XXXXXXXXXX Contact Email: [redacted] @taxnetfinancial.com Ms [redacted] , We will not discuss the details of your tax return in public to protect the privacy of your account We provide free changes/edits to tax returns regardless of faultWe will continue to work with you to ensure your tax return is accurate and complete A taxpayer can NEVER lose money from an incorrectly filed tax return provided it is fixed within years from the date of filingWe intend to correct your tax return to your satisfaction for free in a timely manner We have provided you with Tax Preparation and RAL services for two years and our goal is to retain you as a client after we are able to cure this issue in a timely manner Initial Consumer Rebuttal / [redacted] (3000, 7, 2015/02/03) */ (The consumer indicated he/she DID NOT accept the response from the business.) Although business replied, it was just fluffNo one has contacted me to try and rectify the situationEven the lady that was supposed to return my call about the healthcare penalty I was charged did not call backOnce again, I need a refund of the tax prep fees and this mess needs to be fixed Final Business Response / [redacted] (4000, 10, 2015/02/14) */ Dear Ms [redacted] , As noted in our previous response there is no way to "cost" you a refund since all tax returns can be amended/corrected for up to years We will not discuss the specifics of your tax account to protect your privacy ;however, we have provided you a path to resolve the matter free of charge All clients are provided the opportunity to correct/fix a tax return with our assistance free of charge regardless of faultWe prefer not to worry about the fault (tax preparer or tax payer) and focus on repairing the accuracy of the return Desired Resolution: We have sent you an amended return for signature; please sign the prepared amended tax return so the changes are processed Please contact us directly if you still believe you need further assistance or would like to discuss the proposed amended tax return(s)

I love this company they are the best at what they do

? Complaint: [redacted] I am rejecting this response because: I sent emails, left voice messages because when you call you do not have an option to speak to anyone because you get transferred to voicemail after waiting for minutes and I even sent a faxI received an email a few days ago telling me that I could submit information again for a second review? The email stated that I did not provide the required documentation? This is incorrect because the documents were provided and the mistake was on their endA supervisor has yet to contact meI understand that they can correct my paperwork for free but it would be expected because the error was on their part? I am paying a fee to get my return filed correctly? I feel like I should be given some time of credit due to this issue? If I would have never reviewed my return and noticed the error, then the issue would have never been correctedFurthermore, I now have to wait even longer for the remainder of my tax return? We as a consumer put our trust in a company so our taxes get filed correctly and instead submit my return without waiting for my completed form and then try to put the blame on me when I had to make them aware of the mistake? I have yet to receive my corrected return so I don't even know how much money I am receiving? I have not received anything in writing stating that my return has been correctedThis again is completely unacceptable Sincerely, [redacted] ***

I have been going through TaxNet Financial for years now and I have not had one issueEverything is done quickly and responsibly, paperwork, etcOh, and funds always arrive right on time! ??

They was very accurate with information on a timely manner thank you

Helpful

This was my first and last time.Even though I received my RAL as expected, now that it is time to file my taxes, the paperwork was already drawn upThe problem with that is, I have school documents, health saving plan documents to submitI have emailed, called, been hung up on and told I can only answer general questionsI shouldn't have to file a ammendment and posdibly be charged for something they never collected in the first placeNow my actual refund will be wrong, dealing with this company, I will be charged amendment feesWhen I even signed my actual tax return and submitted to the IRS, I DIDN'T SIGN IT, I PUT "CALL ME" as my signatureUntil they get someone to call me back, and get better customer serviceI will NEVER DO THIS AGAIN, and for the positive comments, the asked their customers to write somethingI got a email asking me to write a great review and I didn'tSo I know they have been hand selected..and even with that, NO CALL BACK!!

Dear Consumer, Your RAL application was rejected and we notified you of the reasonWe did not e-file your taxes nor did we apply for a RAL because your application was either inaccurate or incompleteWhen a consumer applies for a RAL they must complete the RAL application and submit the information requestedWe do require a valid identification (selfies are not a valid ID) and we also require all income informationThe tax interview tool is easy and can be completed using a desktop computer or a smart phoneWe urge consumers to only submit the information requested or the application may be either marked as incomplete and returned or rejected with a refusal to further processIf you are uncertain how to proceed our customer service representatives are here to help from Monday-Friday 9am-5pm CST during the tax season.We did not process a tax return and we did not apply for a RAL for this consumerWe declined to further process your application and no fees were charged to youWe never charge upfront fees and only process requests after a signed agreement has been completed by the consumerWe consider this matter closed because we did not render any services to this consumerTo close this Revdex.com matter at this time please click on agree

Last year I was a bit skepticalEven thought I didn't get the RAL my tax return was much more moneySo I decided to continue to file

Quick efficient servicesThank you for your help!!

[redacted] When you apply for a RAL you are agreeing to file your taxes simultaneously as described in your signed agreementTaxnet Financial is able to use [redacted] express and [redacted] transcripts to assist you with your actual federal filing ;however, we require your actual [redacted] for certain state tax returnsThere are separate online questions and disclosures that give a consumer warning that you are e-filing your tax return as part of your RAL applicationYou must also sign in writing that you agree Taxnet Financial to e-file your tax returnFinally, we provided you a copy of your compiled tax return and you are responsible to ensure that the information you provided is accurate and completeThe accuracy of your tax return is paramount and we will fix any errors for free.The good news is that although you did not originally provide us complete information we have been able to complete an amended tax return and file it on your behalfWe did fix the errors noted in your complaint free of charge and you have subsequently signed your amended tax return for filingIf you need anything further please contact us during our business hoursWe consider this matter resolvedYou can find the status of your amended tax return at [redacted] at "Where is my amended tax return"Please allow 4-weeks before checking on the status of your amended return

There was an error on your tax return applicationErrors or incomplete information may lead to a RAL denialIf your actual tax return contains and error or is incomplete we will fix/amend it free of chargeWe ask that you contact our customer service team during business hours and request a free amended tax returnPlease have your tax documents available so we can better assist youPlease contact us at [redacted] and select option #A manager has been assigned to this matter.?

We have reviewed your file/account and attached your signed agreement and government issued ID to apply for a RAL and simultaneously authorized to e-file your tax returnWe regret that you were not approved for a RAL ;however, your agreement specifically states that your tax return is filed regardless of loan decisionThe good news is your actual tax return has been accepted and your refund will not be delayed due to your adverse loan decisionWe can't state the reason for the denial on a public forum to protect your right of privacy; however, an adverse notification was sent to youYou have the right to write for further explanation and the lender must respond within daysThere was not a credit check used for the RAL decision.We will continue to service you to ensure that your tax return is processed by the IRSIf we can assist you in any form please let us knowUnfortunately, once a tax return has been e-filed we are unable to retract the returnIf there are any additional questions or concerns about your actual refund please feel free to contact us anytime from Mon-Fri 9am to 5pm CST.We will complete an amended return free of charge to correct an error on your tax return filedAn email has been sent with a link in order to begin that processThe accuracy of your tax return is important to us this is why we correct/amend tax returns regardless of fault for no additional charge.Again we apologize for any confusion and we hope we can retain you as a client going forward in future years.?

Thanks again for the easy process

Initial Business Response / [redacted] (1000, 5, 2015/02/14) */ Contact Name and Title: [redacted] Contact Phone: XXXXXXXXXX Contact Email: [redacted] @taxnetfinancial.com Dear Ms ***, Our tax preparation fees NEVER exceed $so please review your fee summary and contact us if you still believe your tax preparation fees were $ Desired Resolution: We DO NOT have control over the processing or posting time of the actual IRS refundWe understand that many consumers believe that the tax preparer has influence or "can hold up" the tax refundOnce the IRS disburses your refund your bank posts the funds on the following business day We do have control over the issuance of a RAL if you are approvedWe disburse funds within hours and your funds are generally available (posted by your financial institution) the following business dayThere is no dispute in your claim that you were approved and received the loan proceeds within a reasonable time (following business day) If you believe that there is an error on your tax return let us know and we will fix it for freeAlso if you are unsure and just would like to get a second opinion we offer a free second review by a CPARemember the accuracy of your tax return is important to us We believe that you have received your actual refund and this matter is now closed Initial Consumer Rebuttal / [redacted] (3000, 7, 2015/02/16) */ (The consumer indicated he/she DID NOT accept the response from the business.) I am a licensed tax preparer and therefore I know that a return should never be filled without the taxpayer seeing it or signing itMany issues could have been avoided if I would have saw the return before it being submittedU also received my refund almost weeks after the IRS sepsis finds into your accountNo one could tell me where my refund was our what happened, so poor customer serviceAnd paying $in preperation fees for a company jacking up my refund is not good business practiceSo now I'm having the entire return amended including state

It was super duper fast

Dear Ms [redacted] , We have reviewed your complaint and fileWhen a dispute arises related to fees or another contractual agreement we look at the signed agreementPer your signed agreement you agree to allow Taxnet Financial Incto prepare and e-file your tax return for the enclosed stated feeWe do not quote fees over the phone but instead email as part of full disclosure the fees in writingThere are no hidden fees and no upfront fees to pay out of pocketThe preparation fee is reduced from your actual tax refund amount as per your enclosed agreementIn your complaint you mention a $electronic filing feeThe $electronic fee is part of your actual tax preparation fee and is already included in the enclosed amountThe electronic fee is the fee to complete the e-file portion of your tax returnWe do not alter our preparation fees based on approval of loan productsIf you are approved for a refund anticipation loan the only amount you pay is the bank loan finance fee (if applicable) and the principal amount of your RALIf you are not approved for a RAL you do not pay a finance fee since you were not approved but you are still responsible for your tax preparation fees as also fully disclosed in your signed agreementWe have determined that the tax preparation fees were fully disclosed to you prior to e-filing your tax return and via your e-signature you agree to all terms and conditions of service including the non-refundable tax preparation feeIn order to retain you as a client next year and resolve this Revdex.com complaint as satisfactory we are offering you a $refund of tax preparation fee and a $credit off next year's tax return ($Value).If you agree simply respond back that you are satisfied with our responseWe appreciate your business and look forward to serving you again

You applied for a Refund Anticipation LoanTaxnet Financial Increserves the right to reject a tax refund anticipation loan application except for on the basis of race, color, religion, national origin, sex, maritalstatus, or age (provided the applicant has the capacity to contract); to the fact that all or part of the applicant’s income derives from a public assistance program; or to the fact that the applicant has in good faithexercised any right under the Consumer Credit Protection ActPlease be responsible and consider all refund options prior to applying for a tax refund anticipation loan advance.The information contained in your application did not meet the criteria for us to continueAs such we rejected your application and did not file a tax return nor charge you any fee.We did not engage in any agreement or service with the consumer and we consider this matter closedNo fee has been charged

Initial Business Response / [redacted] (1000, 7, 2014/02/18) */ Contact Name and Title: [redacted] Contact Phone: XXXXXXXXXX Contact Email: ***@taxnetfinancial.com Ms [redacted] unfortunately you were not approved for the tax loanA notification was sent to the email address you provided In order to find out t.he specific reason for loan denial please write us and include a photo ID Taxnet Financial Inc [redacted] N [redacted] Chicago IL XXXXX Please allow days for a response Our customer service department is available from Monday - Friday from 9am to 5pm and the average wait time is less than minutes We regret that we were unable to approve you for your loan request and you will not be charged for the loan request or finance chargeThis decision will not delay your actual refund