Tax Advisory Group

Wast of Time

Referred to Tax Advisory Group (Joyce Yarid) by a friend who had had good experiences.

Made appointment about 2 weeks in advance, but no instructions to prepare for tax preparation, nor a list of documents, was sent to me.

I figured it would be interview style as experienced in past with other tax preparers.

When I arrived on time, I waited ~ 8-10 minutes to meet with Joyce.

There was a little small talk about the referral, but no discussion about how we were going to work.

She asked for my W2s and past year’s tax copies.

Her tone indicated that she was rushed as she asked for additional numbers from the past year.

I had to bring up a number of deductions and questions about investments that she never addressed.

And, though I had a spreadsheet, and immediate access via my phone to the numbers needed, it seemed as though I wasn’t prepared the way she wanted.

Frustrated, she suggested that I just email the remaining numbers to her because I “was wasting time” during tax season and others were waiting.

We barely met for 20 minutes. (My previous tax preparer meetings were about an hour.) Shocked.

Took my documents back, found someone else.

Is Tax Advisory Group legit?
Tax Advisory Group is not a legit business owner or provider. They are not aggressive towards their customer satisfaction and complaint grievance, and hence 1 consumer(s) was/were given a Tax Advisory Group as a negative rating, and only a few left positive feedbacks.
Where is Tax Advisory Group located?
Tax Advisory Group is headquarted at 12745 Capitol Dr Ste 202 Brookfield, WI 53005. We do not have any affiliation with the better business bureau or yelp reviews platform. You can contact Tax Advisory Group by dialing (414) 455-0941 or visit their website
How much monetary loss is incurred by Tax Advisory Group’s customers?
According to the reviews posted by Tax Advisory Group’s customers, US $1250 was the total loss incurred, and hence the severity of the scam is medium.

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Reported Loss :1250 $
Severity of Scam :Medium
Reported by : Anonymous
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