W-2 Accounting Services Inc

Matt “Bullets”

Apr 12, 2022on

Used W2 for years. Typical fees for married couple was $400'ish. This year for married filing separate $1k. That's some inflation right there. Love Tim, great guy but this is probably my last year there. Referrals to other accountants who say that my return must be very complicated to charge that much. Upon explanation they were confused because my return is simple. ??? Seems like a case of W2 having too many customers and wanting to get rid of some unless they'll pay huge service fees. UPDATE: I received a call from Adam upset about my review. He was under the impression that I had left this review after we reached a resolution. I think its IMPORTANT to know, Adam made everything right with me before he ever knew I had written a 1 star review. Adam reduced the fees after an email discussion about how shocked my wife and I were and he shared what seemed to be genuine concern for helping us. During our conversation about my review, Adam and I were able to talk very openly about how each of us felt and Adam was genuinely wanting to know what he could do better. I explained how the fees felt bait and switch and he explained how he had to do 3 times the work. Adam expressed this was the first time anyone had approached him feeling the way I had. I suggested maybe a Qualtrics survey sent out to all customers in May might be the right approach to get honest thoughts from customers about how they feel about not knowing what W2's fees would be before agreeing to complete the work. And also that perhaps notifying in May or June about how fees would go up for the next returns to X baring any unknown variables. Adam explained how they would be standardizing fees going forward and would notify customers before the start of next tax season. I've changed my 1 star review to a 5 star review because I believe Adam went above and beyond to help us. That he did so without knowing about a negative review. And because I liked that he called to discuss the review and find out what he could have done better. I hope I can continue to afford their services but if not that they will continue to have great success! Update: We were fired. LOL I guess in the end the honest conversation we had struck too close to the heart. We received notification that they were terminating our relationship and they no longer wanted to work for us. Honestly a hilariously childish move considering we openly said we couldn't afford their services any longer and would need to move on. Well I wish them nothing but the best and I'm sorry we couldn't afford what would probably be a $1,300 tax prep for two state workers next year.

Brian Hall

Nov 4, 2021on

I've used W-2 for over 20 years for my business and personal accounting and tax help. They are always super friendly, very professional, and very helpful. They run a great business.

Holler at Old Try

Mar 3, 2019on

I've used W-2 for a decade, and have been pleased every transaction. Glad to send them my business.

Greg Dodd

Apr 13, 2017on

The folks at W2 do a great job! Tim has also provided good financial advice that has helped our business be successful.