Client Reviews of Jason Upshaw, EA

THE WORST TAX PREPARATION I'VE EVER EXPERIENCED! I went in on February 13, 2024 to get my taxes done. 21 days later I still did't receive my return so I contacted the IRS to check the status. They informed me that "NO TAXES WERE EVER FILED". I called Jason to find out what was going on and he said "I might have forgotten to hit the submit button." I asked for a refund of $250 for the filing fee. He told me "I will not issue a refund because there is no guarantee that my return needs to be filed when I come in".Tax preparation is a time sensitive process for people filing and he completely neglected this. Keep in mind, there was ZERO communication of him letting me know anything. He made a mistake and then failed to hold accountability for his mistake. My return was just sitting there not submitted, and he said it wasn't his fault...The day I complained is the day he finally sent it out which tells you clearly it was his fault. I will be filing a formal complaint with the Better Business Bureau. This experience was very disheartening as someone who wanted to support Black business over the typical HR Block. DO NOT USE THIS SERVICE! Its one thing to make a mistake, but when you complete neglect any accountability for your actions it becomes unacceptable.

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