Refund Plan, Tax & Accounting

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Qualified Professionals serving the Tax, Financial & Accounting needs of individuals, Families, Businesses and Organizations.

Address: 2442 Reedie Dr, Silver Spring, MD 20902, USA

Phone: (301) 495-9777

Website

State: Maryland

Zip Code: 20902

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Reviews

I hope no one has as terrible an experience as I have had.

Refund Tax Plan (specifically the owner, Raj) was recommended to me by a colleague.  I needed a professional because my husband is not currently living in the US, so I needed to navigate the Earned Foreign Income Exclusion option.  

Unfortunately, although the seasonal hire assigned to my file said she could do this, she was obviously not actually familiar with this option.  

But before we even got that far, it was already a mess.  First, my tax return was filed while we were still in the middle of the process.  Instead of being upfront and acknowledging the mistake, the seasonal hire never told me!  Instead, later, when the IRS sent me a letter, requesting that I call to verify my identity, I did not provide the correct answers because I did not realize that I had (a) an original return AND (b) an amended return.  So I had to make an appointment at an IRS service center to identify why my return didn't match the IRS's.  

When it became clear that I was not even aware of what Refund Tax Plan had filed, the woman at the IRS patiently waited while I called Raj, to find out what had happened.  She also gave me her employee number, so I could return the next day -- with Raj -- so we could get to the bottom of the issue. 

Raj was very apologetic.  He promised to refund the money I had paid his company for my tax preparation and pay the interest that the IRS would charge for the difference in the original tax return amount and the amended tax return amount.  So I was feeling better.  Then, he fielded my questions regarding my tax return.  It was then that I asked: "Explain to me where I see the Earned Foreign Income Exclusion for my husband on this return," and we realized that his seasonal hire had not done this at all.  

So my tax had to be completely redone and a second amendment had to be filed.  Now, the difference in my tax refund was 50% of what had been listed in my original return.  That meant several thousands of dollars now need to be returned to the IRS, and in the meantime, the IRS is already charging interest on this money.  It also meant that I needed to change my filing status from married filing jointly to married filing separately.  Now, this is a big one, because I had waited to make a ROTH IRA contribution until after I had verified with the tax preparer that I was eligible.  But, 3 months later, my filing status needed to be changed and I was no longer eligible to make a ROTH IRA contribution.  So that means penalties and fees now to undo that action.  

So I email Raj, to follow-up on how to unravel this terrible knot his season hire got us into.  But Raj doesn't return my emails.  So I call him and he confirms a phone appointment with me for the following week.  And then he doesn't honor our appointment.  I email and I don't get a response.  

To me, it looks like, now that Raj has realized what a terrible mess his hire created, he wants to walk away from all of this.  

When he thought the mistake of his hire was small (the issues caused by the first amendment she filed, without my knowledge) he promised to refund my money and cover the cost of the interest incurred.  

But the mistakes of his hire were far more costly than what he originally understood.  And instead of making it right, he appears to be walking away.  

I cannot believe any business owner can manage to have any customers if they treat people like how I have been treated.  This has been a nightmare experience that I hope no one else ever experiences.

 8 years ago (28-06-2017)

Very bad service. This is the consecutive 2nd time they made a mistake in filing tax and i have ended up paying penalty. Event though I have mention about the mistake for the first time the person didn't even apologize me about his mistake and the following this time even I brought about the previous mistake and they said this time they will do it properly but they didn't. I got a notice again...they are irresponsible..I don't refer any one...Very Baddd

 8 years ago (27-06-2017)

Raj and the staff were fantastic. Everyone was very courteous and professional. Raj answered all my questions and completed our tax return quickly. Would highly recommend. 

 9 years ago (02-02-2017)

This is the best place to get your taxes done at!
I used to go to H&R Block, but my friend recommended that I get my taxes done with Raj. 
I went to their office and the place was simply packed and more people kept coming in. The wait was a bit long, but it was worth the wait. I was initially meeting with Raj, but their manager Luis helped. While I waited for Raj, Luis was gathering more information from me, after a few minutes Raj took over and finalized my taxes. Raj and Luis answered all of my questions profoundly. I liked how they took their time with my taxes and made sure that every bit of information was correct. Their staff was very friendly. I would definitely recommend Refund Plan to my friends and family.

 9 years ago (17-08-2016)

Awesome people, awesome service.  I have been here since 2005 and I have never felt anything but excellent service.  All good things I want to say apply to these guys.  Thanks!

 9 years ago (03-02-2017)

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