I have worked remotely in the web/mobile tech space for nearly 20 years and have always done my own taxes. This year, however, with some additional expenses from my late mother's estate, and a larger than normal Federal Tax Refund ($14,599), decided to bite the "filing fee bullet" and get a refund advance. Went to the Jackson Hewitt office in Coos Bay Oregon with my (already completed) IRS Form 1040, W2, ID, etcetera. It takes a couple of hours but everything gets typed into their system and the lady helping me tells me what I already know (I'm getting back $14,599) and says I will get an email with "my choice" of the "Go Big" refund advance loans in amounts from $3,500 to $6,000 through their partnership with MetaBank and then tells me that my filing fee is $290.00. I'm thinking that's a bit steep for an easy Fed only filing fee, especially since I could have just clicked a button and e-filed my own return if it weren't for needing an advance, but I go ahead and pull all my cash from two accounts ($220) and then call the CEO of the company I work for and borrow another $70.00 so I can pay the fee. It's been well over three hours at this point and I have missed 1/2 a day of work as well. I then drive the 30 miles back to my house and open the email from JacksonHewitt @ MetaBank.com which reads: "Sorry WILLIAM, Based on the information you provided, MetaBank® could not approve you for a Refund Advance loan at this time." AT NO TIME did the "Licensed Tax Professional" advise me that there was ANY chance of not even getting approved. Or advise me that it may be smart to apply as well for the regular "no fee" advance that I prequalified for ($200 to $3,500) "just in case" I wasn't approved for the "Go Big" advance. No, instead, even though she KNEW this was all the money I had in the world, AND listened to me as I called and asked my CEO for a loan, let's me leave with what is now my 2nd exact copy of my 2018 Federal return (now filed) and a receipt for the $290 buggering I just took. Well, you say, perhaps she isn't at fault (it wasn't on purpose). I would actually agree with you to a point. I do believe she had no way to know that I would be denied. However, with "30 years of experience" as she put it, and what I found later in the reviews of Jackson Hewitt on Consumer Affairs (literally a COMBINED score of ONE STAR - worst I have ever seen) that this issue is far from an isolated problem and actually seems to be an aspect of how the company does business.
Review by Tadasha10 months ago
Years of unfailing excellence in customer service is to be commended. This year with the new tax laws many credits were lost and we owed taxes. Mr. Cordero was informative, explained thoroughly the new laws and even offered tips on possible ways to prep for next year's taxes! (without prompting) We are not overjoyed at paying additional taxes but his professionalism and his genuine concern for us, his customers, brings us in every year and will continue. He exemplifies customer service. Thank you!
Review by Kiltpin11 months ago
I filed my 2017 taxes in with Jackson Hewitt for the primary purpose of using the refund advance that they offered, we didn't get approved being that we had an offset; thinking that was the issue.
-Fast forward to 2018 taxes-
We asked about the No Fee Refund Advance, and were told we are prequalified and that it shouldn't be an issue because it comes straight from your refund. We got denied, I called the office that I filed with for an explanation as to how or why, and was told that the bank who authorizes the loans does not do credit checks and that it's something to do with my refund
I called the bank that provides the loans and they verified that they do soft credit checks. So now (regardless if it is a soft credit check), we've had a credit report pulled without our consent as it wasn't mentioned and have to pay $422 for a service that I could have done myself for free. We will no longer be using Jackson Hewitt, simply because they withheld information for a reason that seems to just be used as a way to pull clients in an take their money. Going to read reviews before hand from now on and continue to use the free tax prep services online.
Review by Gearo3 years ago
1. Terrible customer service follow up!!! RUN, DON'T WALK in the other direction
Typically I would prepare my own taxes as I am a tax preparer and paralegal. Due to some business expenses I had throughout the year I sought advice from what I believed to be a reputable tax service. BOY WAS I EVER WRONG. All I can tell you is this. RUN AS FAST AS YOU POSSIBLY CAN FROM JACKSON HEWITT!!
I had them complete my tax return, of which I did not receive a complete copy of any of my schedules, I walked away with only a copy of my 1040. I had to wait 5 weeks to download a copy of my "paperwork" from their "server". Good times! I was advised from the IRS that I WAS BEING AUDITED...DUE TO DISCREPANCIES ON MY RETURN. I can only imagine it was due to the perfect job that JH did...However, they do not provide you with a copy of what they send to the IRS. Nice, huh? Like I said, do not place any trust in this tax service. I contacted them to get help. That was no use, either over the phone or in person. I used the Central Florida service affiliates, which are privately owned and operated, I think they believe that they are untouchable and above the law because of this. Jeanette Stiers is the owner of this area and is just awful at providing any type of relief for the customer in any of the Central Florida stores, this is too bad because there is great potential here for thriving business,
I still have not resolved the problems that were created in my tax return by JH with the IRS. It is ongoing. Please be advised that you are better off seeking the advise of a trained TAX ADVISER OR USING AN ONLINE TAX SOFTWARE program. The questions I had...I already had the answers...I should have known and filed myself, it would have saved me a ton of grief and money...they charged me 645 for the "service".
Again, I am using the Better Business Bureau for resolution. I have not had any luck so far. I will keep you posted with my BBB complaint.
2. If you can... prepare your taxes through the IRS or other ONLINE TAX SOFTWARE...
I really should have known better, I could have answered the questioned I had myself. Looked them up online. Called a colleague. $#*!. How dumb!
Listen!! If you need help with a tax question, do not go to JACKSON HEWITT!!!!!
3. if it boils down to you needing a question answered, I will try to help you. Just reply to my post here. Okay?
4. Turbo Tax is AWESOME!! It walks you through most of the day-to day tax issues and typically will answer 99% of the questions., only sometimes if you have a small business like me, will you have those quirky questions. (and have to pay for the service...it is worth the 70 bucks!!!)
Review by Abother Stopke4 years ago
Initially, way back when, my mother and I filed with H & R Block. They were nice and I liked their coffee. However, I was young back then and didn't know the ins and outs of taxes and always scoffed at how much my simplistic filing cost me for I didn't make all that much either. Since the 1990's and up until last year, I filed my own taxes. Totally accurate and legal! No problems there. Then a storm came into my life and things have become rather chaotic at best. I could not direct deposit my return since I no longer had a bank account or any feasible way to receive my money. I also needed rather quickly as well. Tried to go to H & R this year, but they can no longer do 'rapid refund' anymore. Their services did include getting a debit card for the return, but I would have to wait for the card and the return would take another three to four weeks to finally process. Simply didn't have enough time to do that, so I went to Jackson Hewitt. The tax consultant was very nice and accommodating. She then went over my paperwork and asked many imperative questions. After going through that, the lady found a deserved deduction for me and it resulted in the distribution of much more than I figured. About three times what I figured personally. That was terrific!
The service was great, I felt at ease with the people there, the office was nice and clean, easy to get to and no great waiting periods nor hassles. They set me up with extras, such as a $50 WalMart gift card, which was very useful since I have had spring cleaning to perform. The money helped me get back on track and afford very little, yet welcomed, extras, though nothing fancy.
Jackson Hewitt has it 'going on'!
Thanks for so much!
Review by Mairim4 years ago
I made an appointment online for my taxes & I did not receive a confirmation so I called & found out that at the time I made my appointment - no one would be there & it seemed like no one had any intention of telling me. I then made an appointment for another day & when we were pulling into the driveway I got a call saying that they would not make that appointment either. So I got my taxes done elsewhere. They really only seem to be for walk -ins. Try to make an appointment & you will not get your taxes done.
Review by Teahgan5 years ago
Hidden charges for profit
You sit down to have your taxes done and the first thing you ask is how they want to be paid. As they do your taxes the kind of push right through it. When it comes time for the payment method they say nothing 'til you're done signing and they tell you this is your receipt and payment plan. They charge you an extra 49.95 to pay through Sunrise Bank. They knew we were going to pay out of pocket. They said there was nothing they could do about it.
Review by Jeewan Valerevna9 years ago
This is the website of Jackson Hewitt, income tax preparers in the United States.
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