Liberty Tax
Lodging a complaint about their tax preparations

My name is Betsy Colin and I am a dissatisfied customer. I am highly upset. Back in February of this year, I went to one of their offices in Tucson (Grant and Country Club) to have my taxes file. The lady who prepared my taxes was new and very inexperienced.
The interview process took over an hour long for a simple 1040A filing of federal and state income tax. She had to stop several times and ask for assistance from other staff who were helping other customers. Finally, when she finally completed my tax preparations, she showed me what my refunds would be from the fed and state. Then she explained the fees that would be taken from my refunds. After it was all said and done, I signed several papers and left the office. As I
was leaving, I had a bad feeling in my guts about my experience with them. Sure enough, a few days later I received a call from the office manager telling me that they received a letter from IRS stating that based on my name and ss#, my tax information was filed, earlier. I immediately went down to their office to speak to the office manager and she showed me the message from IRS. Then she proceeded to tell me that she cannot release my W2 and state to me unless I paid their fees of over $300. I asked her what was my next option and she told me that I would have to "paper" file my taxes on my own. I left the office so "pissed" because not only did I feel that they committed errors in preparing my taxes but the office manager was rude and short with me when I asked her questions.

Later that evening, I was able to print some 1040A forms along with the state's and filed it myself. I mailed all the paperwork off to IRS. Yesterday, I got a letter from AZ Dept of Revenue stating that based on their calculations, I owe them $103.00 in state taxes. What??? According to Liberty Tax representatives, I was eligible to get a refund from the state. I still have not received anything from IRS.
This whole thing has turned into a nightmare and I believe the fault lies with your staff who prepared my taxes. Never in all my years have I encountered such a problem like this before when filing my taxes with other tax offices like H and R Block. The only reason I chose to file my taxes with Liberty Tax because of the coupon I received in the mail.
I am not rich. I make well below $25,000 a year. Yet, I'm supposed to pay them $300 in tax preparation fees for their mistakes? After all the "leg work" I had to put in myself to try and resolve this problem on my own?

Somebody from their offices need to get to the bottom of this and figure out why I owe the state money when I was told by their office that I would be getting a refund.

Company: Liberty Tax
Country: USA
State: Arizona
City: Tucson
Address: 2945 E Grant Street

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