Mistakes cost me thousands of dollars Unfortunately, I have discovered that the returns generated by Ben Pang and Sam Kuang have errors. I will have to file corrections to three personal returns and one corporate return. The errors mostly involve incorrectly reporting SEP IRA contributions. I became aware of these errors after learning more about the tax rules on my own and sending the returns to another accountant. In addition to these verified errors, there were a half dozen near-misses over the last 2-3 years, in which I was given advice that was incorrect and only revised after I asked questions about the advice. On top of that, they provided no planning through the year. This is especially important for someone like me, who was starting a new S-corp. I estimate that poor planning in company decisions resulted in at least $10,000 in additional taxes. While they were professional and patient, unfortunately, I am paying for a service that is accurate and cost-saving. The bottom line is that their incorrect advice and inaccurate filings have cost me thousands of dollars in taxes. I view myself as a careful and resourceful taxpayer, and it's disappointing that even with the care that I put into the process, we reached such a costly outcome.

Fast but impersonal FlexTax was fast, and included errors that I caught and they subsequently fixed. And in our pre-scheduled 15-min call, they demonstrated not being familiar with my specific case (despite providing them information well in advance) and clearly were rushed or fatigued from too many calls in one day. They ended the call abruptly after about 5 minutes. They did not answer the questions I asked them via email. The entire experience left me with the sense that for more complex questions in the future I should go where here. That said, they were cordial on the call & got the simple tax return done quickly.

I have found it very difficult to… I have found it very difficult to communicate with the team and get updates after sending the needed materials.

Efficient team Had my first consultation with Jimmy. My experience so far has been all positive. I had some issue creating an account to upload files, everybody from the group is helpful, they fixed it within an hour. It shows the company cares about customer experience, I am looking forward to work with them.

Super knoweldgeable and helpful team Super knoweldgeable and helpful team :) Made our taxes so easy.