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Last Updated April 1, 2025
Client Review on CMS Tax Plus
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As someone who owns a business based heavily on referrals myself, I am absolutely appalled at how I was treated by this entire company. I was referred to Wendy but only corresponded with her via email because she never returned my calls and very rarely returned my emails. I sent her my information, broken down into very specific details, over a month ago and asked if she could complete my return before I left the country on April 7th for spine surgery. She told me “absolutely, yes”. Since then, I have either emailed or called no more than once per week to ask if additional information was needed or for any update. When she finally requested additional info, weeks later, I asked her for clarification as to exactly what documents she needed and she failed to respond for almost 10 days. She finally responded saying that she thought her assistant had responded to me and that it was “totally their fault” and that they had “dropped the ball”. She still didn’t answer my question clarifying what she needed so I sent to her 50 pages of information, knowing what she needed would be in there somewhere. I asked for confirmation of receipt: nothing. Another week went by and I emailed again: nothing. So, this morning I called and also emailed asking her to call me TODAY. Instead, at 10:35pm her assistant called me and told me that I was “barraging” then and that I could take my business elsewhere but that I would never find someone to complete my return before I leave. She absolutely right! They have put me in the worst possible position! They have wasted over a month of my time and now I’ll have to file an extension because she’s right, no one will be able to complete it before I leave for a very risky and expensive surgery, during which I really didn’t need to be stressing about my taxes! Again, I run a business based on referrals so I don’t make this review lightly. I will do everything I can to make sure people are aware of the kind of person they are getting into business with. The way her assistant spoke to me was unbelievable. She basically shamed me for requesting updates and accused me of being “demanding” when I was upset that after being told they could “absolutely” complete my return before I left, no one had the decency to let me know that wouldn’t happen.STAY AWAY!
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