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 legit?
Form Financial is not a legit business owner or provider. They are not aggressive towards their customer satisfaction and complaint grievance, and hence 2 consumer(s) was/were given a Form Financial as a negative rating, and only a few left positive feedbacks.
Where is Form Financial located?
Form Financial is headquarted at 6 Centerpointe Dr Rm 753-754 La Palma, CA 90623. We do not have any affiliation with the better business bureau or yelp reviews platform. You can contact Form Financial by dialing (714) 522-0001 or visit their website
How much monetary loss is incurred by Form Financial’s customers?
According to the reviews posted by Form Financial’s customers, US $2887 was the total loss incurred, and hence the severity of the scam is medium.

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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
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