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Business Profile

Tax Return Preparation

Evolution Financial Services, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

Complaints

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Complaint Details

Note that complaint text that is displayed might not represent all complaints filed with BBB. See details.

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Complaint Type
  • Complaint Type:
    Customer Service Issues
    Status:
    Answered
    In February for the very first time I filed my taxes with the above company however after doing so I received a letter asking about proof of marketplace insurance Since it was my first year filing my taxes and as a college student I actually wasn’t sure what that was about I called about this matter which happened to everyone who filed with this company this year they also charged a 1500.00 tax preparation fee that I didn’t agree to My mom and I spoke with the owner ****** ****** to have the 1500.00 fee removed she told us not to worry she would give the money back because that wasn’t her company fee she went head and did an amend on my taxes which was still wrong so the IRS HARDSHIP LINE HELP ME OUT and took everything that wasn’t supposed to be on my taxes off which left me with just money from being in college when the money came some time in August it was no sign of it in my back account so I reached out to the owner who said she didn’t receive any money for me but i have proof that she did I only received a 1,000 from being a student and the owner took it all and left me with nothing after one of her employees tried to put things on my taxes that was false and cause my first year of filing to be a disaster she needs to keep her word and send me my money because this is fraud

    Business response

    11/03/2023

    The taxpayer rendered services from a former employee of the company. I was made aware of her concerns and proposed a resolution after her return would be funded. In the mean time her family and friends, who also rendered services from the former employee became irate and demanded an immediate reimbursement of the tax preparation fees that are received. After continuous harassment and public slander from the group including threats of violence and legal action I was advised by my legal counsel to cease all communication until the matter is resolved. I didn’t want to leave them in the blind so I sent out official copies of cease and desist orders to them all to make them aware. Even afterwards they continued their actions and this complaint is only one attempt in the Slander and Defamation of the company. Legally there is no reimbursement due to the client. But I am still in attempt to resolve this matter the best way possible. 
  • Complaint Type:
    Service or Repair Issues
    Status:
    Answered
    I went to the this tax preparer in good faith, thinking i would try her because she just opened and she was recommended by family members. I sent off my information to her mom/employee **** ****** by phone, February 7, 2023 because **** said the site was down. I did not receive any paperwork until May 21st in zip file. I had already been audited in March 2023. I called, no response as usual ..According to my paperwork my taxes was filed February 13, 2023. By the time I received my paperwork the damage was already done. She charged me an Audit fee of $72.00 in case of anything goes wrong in the fee and fines. Then still charge full price. How you as the owner re prepare my taxes, admits the employee made a mistake charge me full price? Lonell Taylor told me she'll refund me and double charge on to that $72.00 The original return was supposed to 8,562 after I was audited it was adjusted to 3,300. She waited all the way till after April 16th to amend. I charged $150.00 for filing late as well. On May 24, 2023 The amend took 20 weeks. 3,300 is what was sent by the IRS She charged 1,572 She then claim the money she was going to refund is being held by a bank because of her mother's/employee mistake on my taxes. Its now October and I am just realizing this is all a scam. I am taking the 1,500 as a lost but others must know. She is a Devil. A con artist. A total nightmare. She has my information as well as my kids I do not know what she is capable of. I know I will get nothing resolved from this. Cause seems like all I can do is make a complaint. I get it the scam. after being scammed. Will show all paperwork if needed. How did you charge for an audit fee, I get audit. you did not respond or return my calls? Isn't the audit fee supposed to protect the additional charges. None of this makes sense to me. I am not attacking anyone. This is what happened. Make it make sense please. I cant believe I trusted this company.

    Business response

    11/03/2023

    The taxpayer rendered services from a former employee, it was later brought to my attention that she was unpleased with the fee the preparer charged her. She is a part of a group of family and friends who all used the same preparer for their tax preparation services and they have continuously attempted to slander the company and harass the owner with the hopes of a fee imbursement. The accusations she has stated in this complaint are completely false and impossible. We are a tax company, but we are not the service bureau. It is in our service bureau contract with the software company to apply a $72 audit protection fee to all clients electronically filed on the software. This fee does not go to us, it is received by the software company to protect the client if an audit was to occur. The client was not audited for her 2022 tax year return, she received a verification letter which is very common in the said tax year. Furthermore, I did attempt to resolve the amongst her and the group of people she has conspired with to try to slander the company and its owner. After several failed attempts and continuous harassment I was advised by my legal counsel to cease all communication. In doing so I sent out official copies of cease-and-desist orders to each individual including her to make them aware. She then continued to publicly bash my company on various social media platforms, Google, and now BBB. Please let the record stand that I am and has always been open to settling this matter but due to the clients' actions this is now a legal matter.
  • Complaint Type:
    Service or Repair Issues
    Status:
    Answered
    This business scammed me out of 1500 on my taxes. I never signed any paperwork they don't answer calls and they lie. The workers and the owner or con artist.

    Business response

    10/17/2023

    The statement from Mr.***** are completely false and we have no record of him attempting to contact our office. The owner has over 5 years of experience in this industry and the workers have to undergo extensive training and background checks to have access to our system. so sorry he was not pleased with the services rendered from our company.
  • Complaint Type:
    Order Issues
    Status:
    Answered
    ****** ****** owns a tax service and her mother was working there and filed our taxes and she charged 1500.00 saying that was the fee for the company. When ****** was made aware of that price she said she was going to reimburse me back some of the money. I received my taxes and no reimbursement she don’t answer her phone or text messages. I know more people will be filing a complaint cause they didn’t even receive their taxes. I was also told the 1500.00 was a bank fee so we asked what bank but no response. Some people from that company who filed along with me got an advanced loan in their name which they didn’t sign for or give no one permission to do and never seen the money. I don’t know if I have an advanced loan in my name which I didn’t signed for or give permission for. This company was doing way to much lying for me.

    Business response

    10/17/2023

    The client above was referred to the company by a group of ladies who have been making efforts of defamation against our company. I never disclosed a specific time frame to reimburse anyone (which would have been a curtesy by the company). The number they have been using to attempt to contact me is not the business phone number it is my personal business line that I don't check every day because it is not in tax season. Ms.****** became angry when she did not receive a response to her text message within a timeframe to her liking and proceeded to conspire with a group of clients who are demanding a refund on their preparation fees. When this was brought to my attention I sought legal counsel because there were threats of taking legal action against my company and was advised to cease any further communication until the matter is resolved. Also the statement that was made about loans being filed under her name is completely false and impossible to do. 

    Customer response

    10/24/2023

    I would like to have a timeframe for my reimbursement. That  is the ONLY number I have known her “company” to have. But as a professional she wasn’t being professional ignoring her customers.
    Complaint: 20715533

    I am rejecting this response because:

    Sincerely,

    ****** ******

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