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Tri Check

4.3 (7 reviews)
Closed • 9:00 am - 8:00 pm

Services - Tri Check

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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11 months ago

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11 years ago

I've been doing my taxes here about 10 years, they truly know what they are doing and do a darn good job. Keep up the excellent work!!!!!

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Ask the Community - Tri Check

Do you prepare Trust returns?

Yes. We prepare federal trust returns as well as state trust returns.

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The Agency

The Agency

(136 reviews)

Had the pleasure of Alfred doing our business taxes and he was quick, efficient and trustworthy. We…read morefound our CPA! Ps The coffee was delish!

I worked with The Agency, LLC for tax preparation services over the past two years and communicated…read moredirectly with, the owner. I paid funds that were intended to be remitted to the California Franchise Tax Board (FTB), and I received written confirmation from Alfred acknowledging receipt of that payment (which I documented via screenshot). Weeks later, I began receiving past-due notices from the FTB stating that no payment had been applied. After contacting the FTB directly, they confirmed they had no record of payment. Despite my documented proof that the funds were received, I was given repeated assurances from Alfred and team over several months that the issue was being handled, yet I was never provided a claim reference number or documentation confirming that payment had been made despot me asking multiple times. As the FTB deadline approached, Alfred told me my funds would be sent "Thursday or Friday," even though the deadline was that Saturday, leaving virtually no margin for error. When that deadline arrived, Alfred sent an email citing a family emergency along with an unsolicited photo showing a bleeding head injury as reason he couldn't send my requested funds back. I found this inappropriate and unrelated to resolving a business matter involving tax funds and a state deadline. Ultimately, it was only after I clearly stated I would proceed with legal action and formal reporting that the funds were finally returned, allowing me to pay the FTB directly and avoid further penalties. It should not require this level of escalation to resolve a tax payment issue. Alfred is very charismatic, which initially builds trust. However, based on my experience, I strongly encourage anyone considering this firm to reconsider. Note: I was repeatedly referred to as a "VIP client," which created an expectation of professionalism and priority handling that was not reflected in how this matter was ultimately addressed This situation was prolonged, unnecessarily stressful, and avoidable.

Tri Check - taxservices - Updated July 2026

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