Perfect Tax and Finance
Perfect Tax and Finance Overview
The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Perfect Tax and Finance has a 1.1 star rating from 2 reviews, with 100% unfavorable distribution and consumers mostly dissatisfied; recent advice is "Spend extra money and get quality work." Reviews cite high price level and problems with billing and customer service.
Positive Feedback
One reviewer praised timely, in-person tax filing and recommended the on-site service.
Negative Feedback / Risk Areas
- Frequent Perfect Tax and Finance customer complaints about billing, refused refunds, and hidden charges.
- Repeated reports of poor customer service with ignored calls and emails.
- Error-prone filings leading to IRS notices and audits.
Key Takeaways for Future Customers
- Read Perfect Tax and Finance reviews before engaging and verify billing and refund policies.
- Expect potential customer service issues and confirm who will handle your account.
- Consider alternative CPA firms if you need reliable tax filing and financial planning.
The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Perfect Tax and Finance has a 1.1 star rating from 2 reviews, with 100% unfavorable distribution and consumers mostly dissatisfied; recent advice is "Spend extra money and get quality work." Reviews cite high price level and problems with billing and customer service.
Positive Feedback
One reviewer praised timely, in-person tax filing and recommended the on-site service.
Negative Feedback / Risk Areas
- Frequent Perfect Tax and Finance customer complaints about billing, refused refunds, and hidden charges.
- Repeated reports of poor customer service with ignored calls and emails.
- Error-prone filings leading to IRS notices and audits.
Key Takeaways for Future Customers
- Read Perfect Tax and Finance reviews before engaging and verify billing and refund policies.
- Expect potential customer service issues and confirm who will handle your account.
- Consider alternative CPA firms if you need reliable tax filing and financial planning.
Plano, Texas
Happy Customer
- Perfect Tax provided timely, good service and in-person tax filing.
- I recommend others use the service to benefit from in-person help.
Perfect Tax has provided a timely, good service and worked along in person in filing the taxes as the name says -- Perfect Tax.
I recommend others to utilize the service and take the benefit of in person service.
Frisco, Texas
Poor Quality- All returns are worked out from Offshore India
Lot of mistakes and no proper checks
User's recommendation: Spend extra money and get quality work
Please save yourself from poor service
- Perfect Tax is unprofessional.
- They missed sending paperwork to !RS; I am being audited.
- Account managers won't respond to emails or calls.
Folks,
Perfect tax is a highly unprofessional organization. The flawed multiplex plan and get you in trouble with !RS.
Please do yourself a huge favor and do not get into their trap. Their account managers won't respond to your emails and calls. They make huge mistakes in the tax returns.
Due to their lack of attention, they missed sending my company registration paperwork to !RS and now I am being audited by !RS. When I asked them to help, they are ignoring my calls and emails.
Folks, you work hard to earn money do not waste it on these thugs and idiots at Perfect Tax.
- Failure to do work as promised
- Unqualified unprepared staff
- Very very poor customer service
Preferred solution: Full refund
No, save yourself
{{Redacted}} is the biggest Scam Artist Around.
He lies to you, so you can buy these products then you will get audited.
I dare you to go around and ask how many people in Dallas have been audited because of {{Redacted}}.
Worst decision of my life.
Mckinney, Texas
They are a fraud
- The reviewer says they had a negative personal experience.
- They describe the party as dishonest and untrustworthy.
- Do not trust the party.
They are crooks. They should never be trusted I know from personal experience. You white people or anybody else out there who are not indians let me give you a piece of advice never trust gujaratis that's what those people are that's what part of India they come from and that's why they're trash
Worst service
Very very poor service
Errorneous filing and very very poor customer service
- Avoid Perfect Tax in the DFW area for tax filing.
- Mahesh Thakkar is described as rude.
- Filing had calculation mistakes; reviewer asks IRS to audit.
I strongly urge everyone to not use Perfect Tax (in DFW metroplex area) for any of your tax filing or financial purposes. That guy Mahesh Thakkar gives you an appointment, and when you go to the office at the scheduled time, he asks you why are you here.
He is extremely rude and does not know the meaning of customer service. Also when I pointed out the calculation mistakes in the filing, he is asking me why I am checking it as an auditor would.
If you want an honest filing, please do not go to him. I request IRS to audit all filings from this company Perfect Tax and take them to task.
- Very very poor customer service
Mckinney, Texas
Not as advertised!
- Promised planning; failed.
- Filed late, penalties; fines unpaid.
- Poor communication.
This company is deceptive. They get you in the door with promises.
They tell you they will save you money& they will do financial planning through the year, they tell you they are always available &during the year you will have meetings to discuss all things. They get the contract signed and get your money. Thats when you realize Perfect Tax is far from perfect. They had us open several business at our own expense with no explanation advising they will discuss during planning phase yet no planning was ever done.They all claim to be knowledgeable yet only 1 CPA there.They failed to file documents in a timely manner which lead to penalties and interest being charged by the IRS.
They then promised to pay fines (I have in writing) because they admitted fault only to find out they didnt pay it. They never filed or advised that we should file taxes quarterly. They gave no advice or financial planning.They have awful interoffice communication & their staff are unqualified to do the work assigned. No individual account rep for case.
They do not return calls or emails. They refused to surrender personal and business files when asked a total of 4 times. They can not produce any "financial planning" steps they took. Just wanted more money!
Funny thing is since giving them my bank info I got flagged more than 3 times for possible fraud attempts. And each time they were the common denominator after closing old accounts and opening new. Also they hide charges. They say it costs money to file forms with the IRS yet the IRS says filing is free.
So essentially they try to charge for work that was to be included in their overall fee. When I refused to pay it miraculously got filed without a penny more. When things go wrong they claim the person no longer works there. This company is not one I would ever recommend!!!Luckily we refused to sign their lengthy contract.
They tried to get us to sign for a few years we wrote a contract for 1 year. It was the worst decision we have made financially. Now I have to pay a seasoned CPA to investigate their shoddy work,close several unused businesses, and to be sure to tie up loose ends left by Perfect Tax. Even this new CPA cant understand what in the world they were thinking.In all fairness to the company I have given them several opportunities over the course of several months to address my complaints.
At no time did I demand a refund even though they have a 100% guarantee of satisfaction. I am leaving this honest review in good faith.
- Failure to do work as promised
- Excessive jargon which misleads or confuses
- Lack of communication
I am so sorry for your experience, but you are not alone. I had the same experience.
Worst thing is - they charge huge fees up front.
So you have no choice, but to stick with them. The service is pathetic, the staff is inefficient, communication and promptness is way below par. First thing they will ask is - to file an extension. That shows their desire and willingness to work!
I am amazed.
The employees even make fun of the customers, which you can easily hear, if you are sitting within 15-20 meters' distance.
I had brought it to the notice of Mr Director and nothing happened to that employee.
Luckily, I have gotten away from them and filed my taxes with a knowledgeable CPA *** lawyer with peace of mind and way cheaper.
Perfect Tax - Tax Filling Review
Company takes money every month and money for lot of their service in advance. Once the money is with them nothing happens.
Thier tax filling system is worst, you only get queries from IRS. They forget to file lot of needed tax forms and as a customer you have to suffer.
You keep calling them and no one responds. Iam fed up with them and trying to get my money back. Every time you stop by thier office, no one is their on time.
Instead of trying to solve the issue, they ask more money, false promises and literally no service.
Not sure how is this company even in service. Law should be filled against such fraud company.
Full refund
Perfect Tax - Tax Returns Review
Stay away from PerfectTax filing services company in DFW area. This company advertises a lot on the local FM radio to attract mostly south asian population. I went there after listening to the advertisement on radio show. The initial contact person took all the details and asked me to pay the amount in full. I resisted and paid only 50% but later they called me back and took the rest of the money as well before even starting the work. (They assign it to some Accountant in team) I submitted all the requested documents to the online portal and as suggested waited for about 2 weeks. I didnt get any calls or email from them or asking for more information or progress on the case.
After sending emails few times the accountant replied back saying it will be ready in a week. but that didnt happen and I went there in person this time and he printed out a draft copy of the taxes. It was a just plain taxes nothing out of box or new which they claim on radio. And when i reviewed there were several mistakes done on the taxes. I did a second review with a different tax firm and they could file on the same day and reduced my taxes as well. The due date of April15 was approaching and after sending several emails I dont get any reply back from these folks. And I met the director along with accountant after the due date of April 15 and asked for refund of money as they couldnt file it on time. The lady refused to give any sought of refund claiming that they prepared the draft and that took them time. I asked her to give atleast partial refund and again she refused and also the prices they quote are very high over 200% than the other tax firm.
Overall this company has zero customer service experience and never reply to any emails (leave alone getting them on hold over phone) PLEASE check references properly before going to this firm. My personal experience is very bad and I would rate them a F.
Thanks,
Perfect Tax - Tax Returns Review from Dallas, Texas
In 2013 I got letter from the IRS about my 2010 Taxes saying I have to pay more taxes and penalties because perfect tax has messed up my tax return so much. I absolutely hate Mahesh , Sam and their team. When you try to contact over the phone which they never answer and voice mail is full. If you leave message with front desk which they never call back. I hate---------------------------------------------- so much.
Incorporation fees: Basic charges of $170 for including Incorporation, EIN and Entity Classification (It is much lower compared fees charged by several websites and far better in view of personalized Articles and Capital clauses). Government fee is $308. Corporate Kit which is optional is $80.
They want to charge all this fees.
This tax consulting company is one of the most unprofessional companies. To lure business and charge money, the company will say that everything is easy in this world and they can do it in days.
But when you pay the money and start working with them , you will realize the mistake.
But, by then you might have revealed your credentials. Thus, think umpteen times before you start using them as the tax consulting company.
Replying to
Resolved: Perfect Tax - Cpa Review from San Marcos, Texas
I signed a contract with Mahesh Thakkar, CPA, Dallas, Texas late last year. He demanded that I pay all the money (about $4500) in advance which I did. That was a huge mistake on my part. In order to get any work done, I had to repeatedly keep calling them, yelling and screaming at them. Since it was Tax time, I had little choice but to try and file my taxes and finish 2010 accounting part and try to move on. With a terrible eperience with their sevices and spending countless hours of dealing with them over the phone, I told them that I do not want to work with them and they need to return $531 which was supposed to be for bookkeeping services for January 2011 onwards which they have never performed.
But they are flat out refusing to refund that money. Not only that, but I signed a 3 year contract for Tax planning services ($2500 per year). I already paid $2500 for 2010. Now they are claiming that I owe them $5000 for 2011 and 2012 per the contract even though no services have been provided. I have recived collection calls from them demanding that I pay for bookkeeping services for 2011 even though no work has been performed.
Mahesh Thakkar's office is demanding money for which services have not been provided. I am pretty sure that is considered illegal.
Fraud I run you *** I am legit. You can't answer the claims against you.
Why don't you tell these people that you blackmail people. Very bad.
If you are really professional people you *** Sam you would have moved on. Complain about it when they find out that you tried to pay me nothing and make me work for free I will have you investigated you bloody slime.
Tax Expert Talks
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They are big fraud. They have several tax scam schemes.
They setup fake companies to shift income, illegal charitable trust & LLC along with insurance that doesn’t do any charitable work (they call it multiplex) and Captive insurance companies (complex strategy).
Be aware of all these Tax scams. Most of their clients are being audited by IRS.