Intertax

Tax Service

We were recommended third-hand by one of my employers agencies to Intertax because they specialized in tax returns for non-residents (they don’t).

When we first visited to get our return done, we went with our fistful of paperwork to talk to an accountant at Intertax.

There were a couple of what I thought were fairly minor misunderstandings and she rattled off a few questions and wrote down some notes based on what we said.

I was a little uneasy about how filppantly she approached some issues but I figured that the US tax system was complex and that she knew what she was doing.

We get a letter in the mail not long after with a copy of our return for us to post off to the IRS.

I checked over it, and a large portion of the form was filled out incorrectly.

They had somehow managed to get my first name and surname the wrong way around (even through I’d double-checked to ensure it was correct at the time of filing).

They had listed myself and my wife as not being married, got a ton of the numbers wrong and a bunch of other basic details totally incorrect.

I took some time off work to get to their office in time and went to their office to get things corrected.

I had a highlighted list of corrections and the staff there took my form, ran into the back room and hurriedly re-prepared the form.

At one stage, they misplaced it, and spend the next ten minutes looking for it in and around the giant mounds of paperwork that was everywhere.

I checked over the numbers and as far as I could tell it was acceptable; they took the forms and they said that they’d mail it.

A few weeks later I get an angry letter from the IRS with highlighted copy of my form listing all the points that had been filled out incorrectly.

They had still incorrectly filled out some of the (not particularly complicated) deductions and had even managed to not submit the W2 with the return.

That was one mistake too many for us and really not cool.

San Francisco has treated us very, very well. Nearly everyone I’ve interacted with is friendly, helpful and competent, so I’m not handing out this one-star review lightly.

I took the return instead to Liberty Tax service in Laurel Heights – those guys are awesome.

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5 reviews on Intertax

  1. Especially after we took all the hassles to go to the city.

    We are totally disappointed and ripped off by this company and May Ho. We heard about it from an acquaintance, so I first called them and ask for a quote. She said that she can give us a quote if we come to her office in San Francisco. So we took a trip to the city for a quote.

    She talked to us for about 10 min since our case is really quite simple, but besides the quote she gave us, there is also a $150 dollar charge for that short conversation for which we could get a quote.

    Both she and her secretary didn’t mention or warn us about this charge to us over the phone or at the beginning of the conversation. We feel so disappointed and ripped off, especially after we took all the hassles to go to the city.

  2. Never Again

    I read other reviews and I am writing this after I already sat down with May Ho about my situation, but I am glad I read the other few reviews because I have not sign off on what she was preparing for me and I did not pay her for what I think is over priced quote. So I had some stock sales proceeds that I did not file for previous years and franchised tax board already garnished my wages for tax year and I recently just got a notice for needing to pay a few thousands to IRS for.

    Ok my situation is more complex then the other reviews but what really needs to be done is an amended file to both state and federal for 04 and 07 and also some math work to deal with capital gain and loss and may be carry it over to the other years.

    May spoke to my mother first and when I first saw her she did the same note book writing down stuff and really did not seem to fully explain the simple questions I had, but just sort of have that mysterious look on her face. I knew her quote was way on the hi side but my mother convinced me to just get it done because I was running of of time and I was in a hurry to deal with this and May promised to have it prepared in 3 days.

  3. Bad Service Provide

    The biggest issue is they don’t even know I am single when I and my mother both told her I am a simple single guy with no kids and real property from the beginning. I just thought for the amount of money she wanted the service was really bad if not incompetent from day one.

    Well then I signed on here and saw other negative reviews about the same note book and can not figure out if a person is single or married stunt she pulled with me I knew this is B.S. I am just glad the IRS did not see what she was preparing for me because I am already in deep doo doo the last thing I need is get ripped off the make it worse.

  4. I highly recommend the firm for your tax, especially foreign tax, needs.

    I have been with Intertax for over three years now.I must say that they are very helpful and responsive.Years ago I interviewed about a dozen firms to help me on the complicated international tax filing.

    Most firms were either not knowledgeable enough or charged too much. Intertax was the best choice. I highly recommend the firm for your tax, especially foreign tax, needs.

  5. She has been giving speeches and providing proper advice to people.

    I was surprised to see the comments and ratings for Intertax too. More than 90% of the clients were very satisfied. But they did not post their comments. And the last 3% of clients who were mad because of some unknown reasons did post their unfair comments. (This is very common on Web rating.) I think that we should say something about it.

    The accountants have been helping us on tax things for years and they are extremely thoughtful and helpful. The key accountant May, who has published many books, are indeed an expert in the International tax area. She has been giving speeches and providing proper advice to people.

3rd Street 5
San Francisco 94103 CA US
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Reviews:5
Reported Loss :4355 $
Severity of Scam :High
Reported by : Anonymous
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