I was a customer of this firm in the past, we decided to do our own taxes the 2 previous years and…read moredecided to return as a client. When I called to have them reopen our portal I was instructed to upload our documents which we did. Unfortunately 2days later they called and said they did not want or need us as clients. No reasons no customer service not even a referral. I couldn't thieving them anything less that 1 star if it were possible I would have

AWFUL! Listed incorrect information on tax return resulting in audit and penalties. She arrogantly…read moreadmitted her mistake but refused to stand behind her advertised support. She refused to do anything about it. It has cost us thousands.

TAP Financial Services LLC was notified of intent to hire for Payroll Registration and Payroll…read moreProcessing in September 2018. The accountant stated that a letter of engagement, company setup sheet, and a request for other information would be emailed the next day. Eight days later, almost all of the documents were emailed. However, the letter of engagement was emailed approximately 30 days later. In retrospect, these were the first indications of what was to come relative to service. My service experience included at least 11 emails relative to payment methods, revised company information, salary, payroll deductions, non-filer notices, WH1605, WH1606, W2s, and W3s were, apparently, irrelevant since there was no reply. By the way, text messaging yields the same result. In fact, the revised company information (with changes highlighted) was forwarded five days later and finally, received a reply. However, as of the first test payroll run, only one of four revisions were made. In March 2019, the accountant was notified of a direct deposit restriction. However, the request to increase the limit was delayed for at least 3 business days; another seemingly insignificant matter. In April 2019, the accountant took the liberty of changing the original EFTPS credentials unnecessarily and without sharing the new password and PIN. I learned of the changes in July when I attempted to log in, unsuccessfully of course. I had to request the new password and PIN from her. Then, the accountant created issues with the SCDOR by way of three Non-Filer Notices. Two WH1605 were filed late; one by 45 days and the other by 29 days, respectively. In fact, the former WH1605 was later accompanied with an Estimated Assessment Notice for $559.20 ($500 Failure to File + $55 Penalty + $4.20 Interest). Despite being notified of the availability of funding for payroll taxes (per her request) twice (also in April) and before the quarterly deadline, the later WH1605 incurred a $63.49 penalty or interest charge. Adding injury to insult, the WH1606 was filed 53 days late and was also later accompanied with an Estimated Assessment Notice for $559.13 ($500 Failure to File + $55 Penalty + $4.13 Interest). Although both estimated assessment penalties were dropped when the payroll tax forms were filed, the other penalty or interest charge was not and the service only worsened. During a phone conversation and in an email in February 2020, I requested PDF copies of all tax documents. The accountant said she was "too busy to email them." On May 28, she was "still busy." On May 29, she informed me that emailing the documents were 'on her list'. She had the audacity to say, "You didn't even ask me about filing the quarterly tax forms." Seriously?! TAP Financial Services LLC was hired for Payroll Registration and Payroll Processing, which according to the accountant and some initial documentation included filing state and federal tax forms. Besides, as a client, the accountant should have been reliably informing me without my asking. Furthermore, if I had the knowledge base of an accountant, one wouldn't have had to be hired. Today, June 1, the accountant conveniently chose not to answer or return any of my phone calls (as she did once before). I'm still waiting to receive PDFs of at least one WH1605, a WH1606 (only summaries are available online) as well as Federal Form 941 (only acknowledgements are available online) and a W3, which was filed 11 days late. In addition, I am unable to determine if additional penalties or interest charges for other quarters were assessed at the federal level in the absence of PDFs of the tax forms. Furthermore, the accountant's service was so unreliable until the SCDOR has initiated a withholding account review and requested additional withholding tax information including the W3, which is in the accountant's possession. And yes, she was paid! There are no outstanding invoices. A reliable accountant would ensure their clients never experience such inefficiencies and unprofessionalism. I've often wondered what the real difference was between an accountant and a Certified Public Accountant. Needless to say, I've learned that lesson the hard way. My initial inclination was to make the four and a half-hour round trip drive to TAP Financial Services LLC to obtain the tax records. However, when I considered how that time would be best spent, I chose the most impactful option--to generate awareness by sharing this most unforgettable experience on as many local, state, and national platforms as possible in an effort to prevent someone else from experiencing the same.

2024: Steven is great to deal with. This was the first time using his services and did a nice job…read moreon our taxes and had patience with us as we waited out a K-1 for a while and had to do an extension. He is fairly priced, and I liked doing as much as possible electronically. Plan to use his expertise for next tax season and beyond. 2025: We used his services again for our 2024 taxes and did a great job. Very reasonable priced and happy with how he set things up.

I usually use the do it yourself tax filing and I needed a CPA this year due to a change in…read morecircumstance. I googled local CPA's and Steven's name returned and I requested a phone consult. He quickly returned my call and talked to me regarding my situation. I am so pleased with his promptness, expertise and guidance. I highly recommend Steven for all your CPA needs.