We have had several issues with correctly filling out and filing our various tax forms at this tax office this year. We had to return to the office numerous times to address several errors that were made on various returns (and it is easily a one-hour round trip back and forth each time for us with additional time waiting in the office for someone to help us when we were told we could just stop by at certain times without an issue).
Additionally, we still are having issues with tax returns filed for my mother-in-law that were prepared by this tax office, further complicated by the fact that she passed away during the small time window while her taxes were being completed because the office said we didn't allocate enough time to do all of our tax returns and they couldn't finish hers during our tax appointment (although we explained the nature and how many returns we needed to do at the time of scheduling our appointment and were assured that enough time was allocated for us to have all of our tax forms completed).
Her federal tax return still does not seem to have been processed correctly, and we filed it two months ago. She was due a sizeable federal refund that we are still trying to collect to help settle her final estate, and we are unable to track the progress of her refund through the "Where's My Refund" online tool. So it appears that there is still a significant problem with the filing of her federal refund because I am not able to determine the status of it even now months later, and the IRS refund online service claims that they don't have information about this return in their system. As it is, her original return was not filed properly with the inclusion of the "Refund Due a Deceased Taxpayer" form, nor with other important documents needed for this situation -- and this is not the only return we had issues with. Two other returns also had to be redone correctly with us returning to the office several times to attempt to fix these issues. We were also told her GA state tax filing would be mailed out while we were away for my mother-in-law's funeral, only for us to find out it was sitting in the tax office for us to pick it up (after the tax filing deadline had passed), with no one letting us know it was sitting there for about a week and that it instead needed to be physically mailed instead of e-filed, as we were told it would be.
We need to have someone who is very experienced help us figure out what the problem is, and what the status is, of the federal refund due to my mother-in-law's final estate; and we are not seeming to get the right answers to that question. Is there someone there who can help us figure out this messy situation? To their credit, a couple of people in this office have been helpful in trying to navigate through some of these issues, but others have not been as experienced in some of our tax preparation issues as was originally claimed, so this has been an overall frustrating and elongated process. We also spent a good bit of money on tax prep for these various tax forms. On top of having to plan a funeral, these tax issues have taken up far too much to keep straightening out.
Vicki H. read more
