Tax Management & Planning - Westminster, California

Address: 9081 Bolsa Ave # 209, Westminster, CA 92683, United States.

Specialties: Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Tax Management & Planning

Tax Management & Planning, located at "Address: 9081 Bolsa Ave # 209, Westminster, CA 92683, United States.", is a professional tax preparation service. They offer specialized services in "Specialties: Tax preparation service."

This company is wheelchair accessible, with a wheelchair-accessible car park and entrance. They have received "Opinions: This company has 1 review on Google My Business." with an average rating of "Average opinion: 1/5."

Tax Management & Planning's location is ideal for those residing in or near Westminster, CA. Their physical address is easily accessible by car or public transportation. If you're looking for a reliable and specialized tax preparation service, Tax Management & Planning is a great option to consider.

In addition to their tax preparation services, their wheelchair accessibility makes them a convenient choice for those with mobility issues. With a focus on providing excellent customer service, Tax Management & Planning is dedicated to helping their clients with all of their tax-related needs.

If you're considering working with Tax Management & Planning, we recommend visiting their website for more information. Their website may provide details about their services, pricing, and team members. Additionally, you can check out their Google My Business page to read more about the experiences of their past clients.

👍 Reviews of Tax Management & Planning

Tax Management & Planning - Westminster, California

Doap B.

1/5

In 2018, I had a lot of personal issues that prevented me from filing my taxes for 2017. I came to Peter to help me with these issues. I had brought him all the documents he required on March 22nd. He told me I was going to have a lot of problems because I didn't file, but he was willing to help me. He made me feel confident and safe he would fix things for me. He was positive about the situation and I felt relieved.

Today, Peter asked me to come in. I assumed there was some progress with my taxes (since it had been almost a month since I dropped off all my documents), but there had not been any since March 22. Mind you, in a few days will be the due date. When we had the meeting today he had forgotten what we had went over on march 22nd. When I asked him how come there was no progress.. he responded " I don't know what to do with your file" "Then he requested me to pay him so that he could make an extension. I was bothered that no progress had been made in almost a month and now I have to pay for an extension because it took him 4 weeks to be unsure about it? I sucked it up and agreed to pay. A few hours later, I get notified via e-mail and text to pick up my file because it is too complicated. It would have helped a lot if I had known this sooner! The due date is in a few days! Despite the fact that he had jokingly said I give Pham a bad name (my last name), I still continued to stay humble, respectful, and empathetic towards him.

Today I came in to pick up my file. When I walked in, I said hello to the other guy working (I believe is his son) he stared me down. When I approached Peter, I told him "its okay, don't worry about it.. I'll find someone else" and I even shook his hand. Before I left, I said bye to both of them and received no response, except being stared down. It was a very judging and unwelcoming exit.