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February 2024 by Sharp Refinishing
PB Pros, the company we had only started using in 2022, sold to Incite Tax. When we found out, we called Incite to get the details. At that time, we were told that we would have a Client Manager assigned to us (as we had at PB Pros).After trying multiple times to get 'my' Client Manager to call, we were told that the plan we 'signed up' for (we did NOT sign up for a plan with Incite) will cost $350 per hour to speak to a CPA.This is an unethical business who refuses to honor the plan we were one where being purchased. A classic case of the innocent being caught in the middle of two companies who couldn't care less about their 'valued clients.' Both companies have earned a one-star review from us.
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February 2024 by Jason Potts
I signed up through Prime Corporate Services and was originally put with a company called PBPros. I submitted my taxes Aug 20. I guess I was transferred to Incite about 2 months later. No one communicated the change, nor was I given access to their secured Portal. After dozens of emails and phone calls and 3.5 months I finally got my first look at the tax return. Found a few errors that Stephen at Incite needed to fix. It has been over a week I have sent 3 emails and called twice, but no response. When I did finally get a live person in customer service he stated that they were busy with scheduled calls. I said great schedule a meeting for me and was told that only the Tax Prep person can initiate. This is the same person not responding. I have escalated this mess to Prime Corporate Services 4 times over the now 4months with little traction, but they have no problem charging every month without fail. I will never use a monthly pay service again, as there is no guarantee of performance as can be seen here.Update Feb 8 2024: I have been emailing every 2 days asking if my taxes have been e-filed yet. After 4 attempts with no response, I decided to try calling. I got someone on the phone that could only tell me my taxes were in filling status, but couldn't tell me when they would be submitted. When I asked to speak to someone that might be able to answer that question I was told that I wan't on a plan that allowed me to speak to anyone. So I paid nearly $2K at the end of 2022 and paid an additional $910 in monthly fees, and am now told I'm not allowed to speak to anyone. Total lack of customer service!Update Feb 13, 2024: As of today no one from Incite has reached out back to me regarding any of my emails. Unlike what was stated in the response. I called in on the 8th and none of what was stated in the response was communicated. Regarding fees I can only say what I have paid since 2022 for tax services through Prime. I'd rather do this on a personal email, but as noted no one at Incite admin or my tax prep person will respond.
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February 2024 by Barry Azarcon
Their customer service is atrocious. IF they respond to a simple email, it takes weeks and their answers reflect zero understanding of even the fundamentals of good customer service. Today is 2/8/24 and I’m still waiting for a reply to an email I sent on on 1/27 containing very simple questions. They don’t listen well at all or seem to even care about their customers. If there was a zero star rating, I’d give them that. One of the worst, most frustrating companies I’ve ever dealt with. I thought they’d be better than my poor experience with PBPro’s whom they acquired, but it was far worse. Steer clear is my advice.
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February 2024 by Christine Alley
I had to call my USAA and claim fraud on my credit card that prime gave them without my permissionDON'T LET PRIME GIVE UR INFO
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January 2024 by Eric Sveinson
It’s rare I share reviews but we spent a lot of money to be part of PB pros tax and they are now part of Incite. I’ve tried to call 2 times and left a voicemail. I’ve also sent an email all with no response. I need someone to get back to me. I didn’t choose to work with y’all but my hand is forced now.
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January 2024 by Jessica H.
if I could give a negative amount of stars, I would. Unresponsive other than the ability to charge you consistently.
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January 2024 by Pamela Bear
Still haven't gotten a return call regarding last year's taxes
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January 2024 by Mo Touil
I am writing this review to express my extreme dissatisfaction with the services provided by Incite Tax. My experience with them was nothing short of frustrating, unprofessional, and unethical. I strongly advise others to think twice before entrusting their tax matters to this company.First, the main issue arose when I discovered that Incite Tax had charged my tax return without my consent or approval. I had explicitly informed them that I did not wish to proceed with their services due to certain concerns I had about their competence. Despite my clear instructions, they went ahead and charged me the total amount. This blatant disregard for my explicit instructions is not only unprofessional but also shows a complete lack of respect for their clients.Moreover, when I confronted their agent Nathan and his manager about this issue, their behavior was shockingly unprofessional. Instead of offering a sincere apology or attempting to rectify the situation, the agent showed an arrogant and dismissive attitude. They seemed more interested in arguing and defending their actions rather than addressing my valid concerns. Their demeanor was completely unbecoming of a professional tax service provider.To add insult to injury, when I requested a refund for the unauthorized work they had done, Incite Tax outright refused. Despite my clear dissatisfaction and their failure to provide the agreed-upon service, they showed no willingness to take responsibility for their actions. In an attempt to resolve the matter, I disputed the charge with my bank, but even then, Incite Tax continued to refuse to refund me. This shows a complete disregard for customer satisfaction and further exemplifies their unethical business practices.My advice to anyone who is planning to work with this company : Make sure that the contract explicitly states that the merchant should only charge the agreed-upon amount after receiving sign-off from the client, often in the form of the signing e-file authorization. This serves as a safeguard against unauthorized services being provided and protects the client's interests.In conclusion, my experience with Incite Tax has been nothing short of a nightmare. From the unauthorized completion of my tax return to the unprofessional behavior exhibited by their agent, this company has left me with a bitter taste in my mouth. I urge anyone in need of tax services to seek alternatives and avoid Incite Tax at all costs.
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November 2023 by Ian Luria
Incite Tax & Accounting has an insane hiring process which requires you to spend at least a full hour of your time making a video and completing various difficult tests. Forcing applicants to spend a large amount of their own time without being compensated is just wrong. Furthermore, the email address that the video has to be sent to isn't even working anymore. This place does not value job applicants' time.
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October 2023 by Alisa M.
They are a rip-off. Took $2900 for set up then wants $75 a month and you get no support other than a Facebook group.
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September 2023 by jake petersen
Probably the worst accounting firm I have used. Definitely wouldn’t recommend. I think Tyson was who they put us with. So if you use this place I would ask for someone else.We would need to email 2-3 times before they emailed back. We would tell them certain info and then we would check and it would be wrong in the return. (Luckily we read through it). Took multiple times to get the return right after we had everything prepared just mistakes on their end. I could say more but I’ll just leave it at that.
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August 2023 by Keele Real Estate
Nick has a lot of experience and does a great job of finding ways to help me save on taxes. Looking forward to continuing to work with him!
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July 2023 by Marzia Santilli
I couldn’t have a better experience. Since the moment i went into their care, they just did the best for me and my business. And in a super fast time. I do appreciate you two Jed and Nicole. Thank you so much.
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July 2023 by Robie Poynter
Excellent customer service. Walked me through everything, communicated every step of the way and bottom line helped me get the most from my tax return. Well worth the cost and I highly recommend.
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June 2023 by Campbell Allen
Incite tax was so much more welcoming and friendly than I could have imagined. The first time I talked to them they made me feel like I mattered. I can't wait to continue to work with them!
