Gonzalez Law, PLLC & JAG CPA, PLLC
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8 months ago
Screwed up my simple tax return and terrible customer service to follow up
Our tax return should be relatively simple - we don't have a business or any complicated earnings or deductions, really. The JAG CPA group managed to screw up some dependent care information, which resulted in the IRS coming back two years later to collect the extra $600 in taxes plus $38 in interest. For the trouble and hassle of having to pay out this extra sum at such an inconvenient time, I asked JAG CPA for $12. Although they acknowledged the error on their part, they refused the extra request and promised to pay only the $38. That was on about Oct. 25. As of November 30, I have yet to receive the reimbursement for the $38. They allegedly sent the check to my old home, despite asking for my [correct] address. So apparently they screwed that up, too. Despite my promise to tear up the potential extra check, JAG CPA (Joe Gonzalez and office manager TeAnna) has gone silent and stopped responding to me. I guess they are that concerned over an extra $38 they would be paying out if I broke my promise and cashed the duplicate check. Well I hope they're happy with this review. I gave them about 35 days to sort through this, so now I'm forced to write this up. I wouldn't recommend them. They are disorganized and offer little in the way of customer service.
9 months ago
I have used Joe and his staff a number of times to do my taxes and they have always been great, even when I submitted my info at the last hour.(sorry!) I had a close friend with a complicated tax situation going back a few years that I referred to Joe this year and my friend couldn't have been more satisfied. I have no hesitation in referring Joe and his staff.
2 years ago
Non existent customer service
Please save yourself time and money and hire someone else. Extremely unprofessional. Never follows up with emails or phone calls. Not cheap either. For his rate he should at least respond to emails. Got in trouble with IRS. Hired an accountant and a few days later we were good to go. Guy is an attorney. He will find every trick in the book to keep your money and not perform his job.
Response from Gonzalez Law, PLLC & JAG CPA, PLLC
Ex-client fails to mention that in the midst of the busy time of our year, I had to explain to them that a new client coming to me at the 11th hour will not get priority over long standing, loyal, valued client, as one should expect as I kindly asked them to understand said notion and made clear that they could expect extensions across the board on all tax matters at issue before my time or introduction to client. Second, it became obvious really quick for the attention they sought, they needed a full time in house CPA/Accountant and that we were no longer going to be able to deliver said service and it was agreed upon to go our separate ways. To honorably make sure the client was taken care, we did get all returns to extension and I did personally provide client via scan/email & CM RRR the original extension forms and I immediately reimbused the amount of unused retainer amount back to client via check without issue as said amount was unearned at rightfully due back to client. At the request of client, I did prepare and send and itemized invoice with payment applied for which we have software to compute time spent on each billable service. An ongoing dispute is still active whereby client has taken it into their own hands to have his credit card charge back the full amout of the advanced retainer which I have rightfully challenged along with providing the same proof that all charges were billable and substantiated by a signed engagement letter as to agreed to fee for billable time. At present, case is still under review and subject to enforcement via the engagement letter and agreed to medium of mediation to settle all disputes between the parties. By utilizing the chargeback method and now this negative review, disgruntles ex-client is using any and all platforms to smear my reputation which will not be taken lightly considering right now the ex-client has unlawfully charged back a $1k advanced retainer for which services were in fact rendered, amount for said time was applied and I took immediate action to return all UNEARNED retainer in a timely fashion. I am convinced this client will never be happy with me unless I simply let them have what was rightfully earned by me under contract which simply cannot be and that this posting is in mere retaliation to such notion.
3 years ago
When I started to search for an attorney I was interested only in crafting a simple will. I was lucky to find Joe Gonzalez. Joe responded to my original query on the same day that I made contact and answered many questions over the phone. He then created a comprehensive document that will guide my children trough the process of settling my estate. Joe's entire staff are welcoming, informative and cheerful. They recognized me on sight every time I visited the office. This personal and welcoming atmosphere is rare in most businesses nowadays. As a result of my experience, I recommended Joe to a fiend who needed not only estate planning but tax assistance. My friend was delighted by the professionalism of Joe and is staff. In fact, I will encourage my friend to craft a review. I give Gonzlaez Law, PLLC & JAG CPA, PLLC - 5 STARS. Patricia J. Austin
3 years ago
I found joe through Dave Ramsey's ELP and he was great. Much better service than hr block, and from a much more qualified person. Great price too.
3 years ago
Gonzalez JAG CPA ,LLC took a load off my shoulders
I had a good experience even from the first call to make an appointment. The assistant was very helpful and much more thorough than I expected when calling for a consultation. All the notes from the call were ready when we came in. Our time was used efficiently while we still got to see a bit of personality.
3 years ago
Excited to find someone to trust
My husband and I have been jumping around with our taxes between on-line tools and then companies who say they will find all the money for you they can on your taxes, Once we had Jag take over we found these companies are not very accurate. My thanks for the help and advise from this firm. Got us back on track and now have a firm we can trust with our Tax needs and future needs. Thanks
3 years ago
Joe Gonzales was a tremendous help! He spent an hour of his time w/no charge helping me fix something a previous CPA messed up on. He was patient, kind, and educating with everything. Gave me relief. And I will be using him next year. As well as referring. Thank you Joe!
3 years ago
Treat you as a person not just a case
This was my first experience with an attorney and I will say that the Gonzalez law firm were exceptional. From the moment I entered the office till the time I left I felt like they cared for me as an individual and truly are there to assist me. I highly recommend them to anyone and Yes I will be using them again.
3 years ago
Excellent CPA and Lawyer
I first met Joe Gonzalez several years ago as he was listed as one of Dave Ramsey's 'Endorsed Local Providers'. I needed tax help because they were getting too complicated and frustrating to handle on my own anymore. He has been a godsend! What used to take me days with Taxcut takes him about 30-45 minutes in his office. He's also helped us in saving a lot of money by noticing that we had been doing our taxes wrong for years and fixing them! Later Joe drafted and filed our LLC paperwork with both the state and county when we formed our business entity. It was well worth having a professional do this complicated paperwork versus those internet "create a business" sites. Joe and his staff are great people; kind, friendly, and knowledgeable. He also has the heart of a teacher -- not just content to say "Do it this way" but actually sits down with you to explain HOW and WHY you should adopt a method. Bottom line: He's saved me time, money, and frustration with both business and personal taxes and matters of law.