I would not recommend this company! Their book keeping is the worst ever, I'm having to redo the reconciling for 2018 tax because they through all my expenses in all kinds of categories that does not make sense in the categories they have put it in. They're customers service is not the greatest. Horrible company! Stay away!
Review Left On 02/28/2020
Ryan Pantusa
I would not recommend this firm for tax preparation or accounting services. We had multiple problems with both lines of services which has resulted in hours of unnecessary work and having to switch firms. After changing firms we were also sent a bill stating they will continue to charge our card on file for the next 4 months.Totally unethical and unprofessional way of doing business after the experience we went through.
Review Left On 10/28/2019
susan byrd
I want to share my experience with a Dave Ramsey ELP Burkhart Peterson. It was, unfortunately, less than stellar.
Our family moved to San Antonio in 2018, and we needed to find a new accountant to prepare our taxes. I searched the ELP directory on the Dave Ramsey website, and Burkhart Peterson came up as a recommendation.
I explained to Mr. Don that we were a basic two-income family with two young children. We have W-2s, and we pay for daycare. That's about the extent of our family situation. Mr. Don explained to me that the forms were automated and a price of $35 each, but he did give me the impression it would be around the base price.
I did a lot of work myself to provide as much complete information as I possibly could. I did not just hand over a shoebox stuffed with receipts. Their client portal was not user-friendly at all. I even spent time watching the online video tutorial, and some of the functionality was not even enabled on the Burkhart Peterson interface.
I was under the impression that Don would be handling our tax return, but it ended up being a different individual in the firm, Sam Wells, whom I had never talked to or met. I had to explain our background all over again to him. Don never even called or emailed to let me know as a courtesy that Sam Wells was fully capable and would be helping out with our return.
I was in complete shock when I received the invoice for the preparation of our return. At $600, the total ended up being nearly 35% of our entire amount owed to the IRS. Based on our initial conversation and upon reviewing our information, I would think Mr. Don could have at the very least called me and explain the preparation fee would be significantly higher. When we received our return, there were FIFTEEN forms listed on the summary fee page. In looking at each of the forms, many had maybe one or two fields. One form in particular that I took offense was the FORM 8867 PAID PREPARER'S DUE DILIGENCE CHECKLIST. We were charged the $35 fee for this form, and the questions are for the PAID PREPARER. I don't understand why WE had to pay for that form to be completed.
I do want to share that Mr. Don Peterson did extend a $100 discount after I shared my grievances with him.. I did appreciate his courtesy, but I was overall unhappy with my experience and will not use the services of Burkhart Peterson in the future.
As a new customer, I feel there should have been more courtesies extended. In addition to my dissatisfaction with the cost model, the firm's automation process seems detrimental to the customer experience based on my experience. Most of the time, I was left wondering the status of my return and had to follow up. Also, no one took the time to walk me through my return and discuss the return amount due and due date. Their return stated October 15 as the due date, but I received notice from the IRS of payment due in June.
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Our family moved to San Antonio in 2018, and we needed to find a new accountant to prepare our taxes. I searched the ELP directory on the Dave Ramsey website, and Burkhart Peterson came up as a recommendation.
I explained to Mr. Don that we were a basic two-income family with two young children. We have W-2s, and we pay for daycare. That's about the extent of our family situation. Mr. Don explained to me that the forms were automated and a price of $35 each, but he did give me the impression it would be around the base price.
I did a lot of work myself to provide as much complete information as I possibly could. I did not just hand over a shoebox stuffed with receipts. Their client portal was not user-friendly at all. I even spent time watching the online video tutorial, and some of the functionality was not even enabled on the Burkhart Peterson interface.
I was under the impression that Don would be handling our tax return, but it ended up being a different individual in the firm, Sam Wells, whom I had never talked to or met. I had to explain our background all over again to him. Don never even called or emailed to let me know as a courtesy that Sam Wells was fully capable and would be helping out with our return.
I was in complete shock when I received the invoice for the preparation of our return. At $600, the total ended up being nearly 35% of our entire amount owed to the IRS. Based on our initial conversation and upon reviewing our information, I would think Mr. Don could have at the very least called me and explain the preparation fee would be significantly higher. When we received our return, there were FIFTEEN forms listed on the summary fee page. In looking at each of the forms, many had maybe one or two fields. One form in particular that I took offense was the FORM 8867 PAID PREPARER'S DUE DILIGENCE CHECKLIST. We were charged the $35 fee for this form, and the questions are for the PAID PREPARER. I don't understand why WE had to pay for that form to be completed.
I do want to share that Mr. Don Peterson did extend a $100 discount after I shared my grievances with him.. I did appreciate his courtesy, but I was overall unhappy with my experience and will not use the services of Burkhart Peterson in the future.
As a new customer, I feel there should have been more courtesies extended. In addition to my dissatisfaction with the cost model, the firm's automation process seems detrimental to the customer experience based on my experience. Most of the time, I was left wondering the status of my return and had to follow up. Also, no one took the time to walk me through my return and discuss the return amount due and due date. Their return stated October 15 as the due date, but I received notice from the IRS of payment due in June.