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  • Report:  #1296068

Complaint Review: Santa Barbara Tax Group

Santa Barbara Tax Group SBTG la Jolla California

  • Reported By:
    Shirley — Orlando Florida USA
  • Submitted:
    Sat, March 26, 2016
  • Updated:
    Sat, March 26, 2016
  • Santa Barbara Tax Group
    11085 N Torrey Pines Rd #210
    la Jolla, California
    USA
  • Phone:
    (800) 779-7228
  • Category:

I am writing this complaint because of my horrible experience with SBTPG. I have been a Tax Preparer for the past 5 years and I have done business with other tax product groups such as EPS Financial, Refundo, etc... and i must say this is the absolute worst in the business. I prepared my 2015 tax return through Turbo Tax on February 1, 2016 and opted to have preparation fee deducted from my tax return, i had no problem with the fees as i thought it was reasonable. My issue started when SBTPG decided that they were going to hold my refund check until they had a big batch to mail out, whether they had 2, 25 or 250 checks available for clients you should not delay someone's check for the quantity checks you have. SBTPG are deceptive with regards to when checks are mailed, when I called the automated system it clearly states my check was issued and mailed on March 10, 2016 it also shows the same on their website www.sbtpg.com. When i called their customer service line an agent told me the check was printed but takes 3-4 days to actually be sent out, and that I must allow up to 11 days before calling back to check the status.

Today is March 26, 2016 and have yet to recieve my tax refund check, i called and requested the actual date the check was mailed out and was told no one had that information, so now the question for me is what date do I actually start calculation the 11 days if you can't even tell me what date it was actually mailed. I cannot understand how a financial institution has no quality control or records of checks being mailed, money is a huge deal and should be treated as such. This is the absolutely worst structured business i have ever dealt with in life, Turbo Tax should consider a different Bank Product group because you will lose many clients because of SBTPG. You've lost me and I'm pretty sure you will lose thousands more.

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