Matt D.'s review of Pinnacle Tax and Financial Services

Pinnacle Tax and Financial Services

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Complaint Posted 1/3/2013
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They did nothing but TAKE MY MONEY and get me a tax lien!
We are small business owners and have a large debt to the IRS (50K). We had an incompetent CPA who really inflated our liabilities. We contacted this company to look over our liabilities and file an amended return. They stated they could reduce or eliminate late fees and interest as well as have their CPA'S, Accountants & Attorneys amend our return. We paid them in June for the service in full. Since we have not seen any progress. The IRS sent a nasty gram (Intent to levy) at the end of September, I immediately forwarded the notice to Pinnacle as instructed, and they never contacted me. I started calling them 2wks before the intent became valid. At that time they decided to request a bunch of documents and promised the file would be complete by the IRS deadline. 2 days before the deadline I called the IRS; the IRS claimed no correspondence with pinnacle they worked with me to extend the date out to the 17th of December. It is now the 16th of November they assure me they are working hard but have not dialoged with me about any concerns questions or specifics witch concerns me. I gave them till the 30th of November to complete the file for my approval and review. We will see if they carry threw. The thing of it is; it should only take 25-30hrs to complete my project so I am thinking at this point that the sales team is much more efficient than the team that matters to us.
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Hours   Monday - Friday 9:00am - 5:00pm and by appointment Phone   (877) 870-1656 Address   100 Pacifica, Suite 305
Irvine, CA 92618
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