First time experience with Exclusive Connections Tax/Financial Services was Amazing! From the moment I made contact with them and shared my tax challenges -they met and exceeded my expectations. When I left, I was at peace and thankful for their attentive care. I have secured their contact information for upcoming financial needs. Thanks again ladies. See you again soon.
Exclusive is gives that extra attention that you need, making you feel like you are not just a number. The owner is extremely thorough, and knowledgable. This is an amazing office!!! They are also open year round.
I think reviews are essential therefore Ill happily share my experience with this years tax preparation services prepared by Erica... #1. I paid $600 for preparation and $26 for direct deposit and $13 software fees. (Unheard of prices) considering I have pretty straight forward taxes and never owed and dont require a lot of forms. I only proceeded with the services because she was referred and and wanted to stay loyal to the referral. I started the process, via email. Even provided previous years taxes for reference. Took a week to provide a quote after she confirmed receipt of documentation. Took an additional week for her to send Docusign documents. Tried calling Erica, no answer for 2 weeks straight. Finally got ahold of her via email and I thought everything was submitted. (I started the process at the end of March and paperwork was submitted to IRS April 11, $600+ service) about 2 weeks went by I received a significantly lower state refund than what was quoted, emailed Erica and she confirmed that all her fees were taken from the state refund. Waited about 2 more weeks for the federal, NOTHING .I literally emailed Erica 2-3 times a week plus called daily and NOTHING. I have email proof that she may have responded 3 times since March 28. Tax season is over at this point so the lackof customer service is mind blowing. I started checking my credit for possible fraud activity and I spoke to the IRS 3 times. The first time they informed me that Erica made a data entry mistake and it took her over a week to correct it. Im confused and just wanted to hear Ericas point and to see how I can rectify this issue, she could care less about answering any calls or responding to any emails. How was there a mistake when she had last years taxes to use as a reference. Called the IRS back, there was an error with my address and my first time home buyers credit. Needless to say I had to work with the IRS directly to fix the errors, never heard from Erica after she got my money, and on May 22 I received my refund. I have several ways to validate that my story is true and accurate and Ill happily share. Tax preparers are held to a certain standard of behavior also, there are forma online to report a tax preparer for misconduct. Do your research and stay away from people chasing the dollar and not willing to provide customer service!!! I even looked on her FB and IG pages and saw people saying, I called you or can you call me... this is not an isolated event this is how she runs her business...BEWARE OF ANY COMPANY WHERE THE OWNER LEAVES THEMSELF A REVIEW... ERICA BROWN IS THE TAX PREPARER AND ERICA B LEFT AN OUTSTANDING REVIEW... IRONIC HUH???