Form Financial

Poor Customer Service

Form Financial has poor customer service that has only gotten worse over the years.

They don’t take the time to hear customer concerns and are quick to write off problems instead of addressing them.

They were keen at reminding me that time is money and that they are uninterested in putting any “extra” time in for review.

This year they started charging before showing what work could be done.

They processed us like cattle, and constantly reminded us that we were not worth their time.

We will no longer use their services, nor will we provide any further recommendations.

Is Form Financial a scam?
Form Financial is a scam and a bad service provider as per the report filed on They are not aggressive towards their customer satisfaction and complaint grievance.
Is Form Financial legit?
First Form Financial is not a legit business owner or provider. You must take necessary precautions/measures before buying or using their services.
How many reviews are submitted by Form Financial’s consumers?
There is/are 2 review(s) posted about Form Financial and it indicates that the severity of the scam is Medium.
Where is Form Financial located?
Form Financial is located at N/A. You can contact Form Financial by dialing (714) 522-0001 or visit their website before filing a lawsuit. We are no way affiliated with better business bureau or yelp reviews platform.
How much monetary loss is incurred by Form Financial’s customers?
According to the report(s), US $2887 was the total loss incurred by Form Financial’s customers.

Write a review or complaint on Form Financial

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2 Reviews on Form Financial

  1. I would come back to them year after year.

    This company is great in preparing my tax filing, they were able to give me advise on how i can maximize on my tax deferral such as contributing the most I can in my 401 account. I also have learned to organize my paperwork so come tax time i am ready to do it right away.

    I had been going to one tax preparer before who did not know anything and that got me nervous. Francis took time to go over my files and gave me great advise. I would come back to them year after year.

  2. Will definitely come back next year.

    Had my taxes done here last week, great father and son team. Excellent knowledge and service. Will definitely come back next year.

Reported Loss :2887 $
Severity of Scam :Medium
Reported by : Anonymous
Views :