After your appointment, you will receive an email just asking how your appointment went - we take your responses very seriously. You will see responses posted below, most are positive but there are a couple individuals who were not 100% satisfied and I have posted them so that you are aware......... "if you think education is expensive, try ignorance" best game plan is to know what to expect walking in.... If you ever have any questions DON'T HESITATE TO ASK, we don't charge for our services unless you are 100% satisfied with your return
Once again the war drums beat their monotonous drone. After a year long series of small skirmishes and raids from the enemy on their hard earned resources, the exhausted soldiers trudged forward to once again battle the terrifying horde. Not satisfied with their 20 percent royalty, the dreaded Income Removal Service ( I.R.S. for short.) was preparing for this years final battle. This battle would decide if the peaceful villagers would survive another year, or be cast into poverty and desolation.
Across the tranquil field, soon to be the scene of fierce conflict, the antagonists sized each other up. The valiant villagers, though brave and determined were badly out numbered and out classed, their few weapons consisted of record books and receipts and were no match for the countless accountants and auditors of the I.R.S. The armies charged full on into each other, the battle was joined.
The villagers fought with a ferocity that had not been seen before, their way of life was at stake and they would not go down easy. But the I.R.S. is a juggernaut, conceived and designed by the greediest and most diabolical minds that could be found in the world. As the battle raged it was clear the villagers were fighting a losing battle.
Then a fierce warrior Princess arrived and charged fearlessly into the middle of the fray. Unafraid of the maniacal enemy she faced, she doggedly attacked. Smashing down the barriers erected by the I.R.S., rendering their weapons useless she drove the enemy from the field.
The villagers, bruised and exhausted had won this time. By her intervention they actually captured some of the resources taken by the evil I.R.S. and would survive another year. Her task not finished, the Princess stayed close to the villagers and trained them in the secret ways only she knew, to battle the I.R.S. in the next attack that was inevitable.
Mark R. Bess
SANDY THE APPOINTMENT WAS EXCELLENT, I HAVE MOVED TO NORTH FLORIDA, BUT WILL BE BACK NEXT YEAR TO HAVE YOU DO MY TAXES, THANK YOU FOR YOUR CONDOLENCES FOR PEGGY.
We already set up appointments with Sandy (for next year). We had our usual wonderful experience and love you guys
The Collins
The appointment was very good as always. Pleasurable experience to deal with Sandy, as she always seems to be informative and knowledgeable.
Don Williamson
Very professional meeting. Enjoyed meeting Sandy. I was impressed with her knowledge of tax law. Hoping I make the 15th deadline
Gary A payne
You are a blessing !!! Thank you so much Sandy ! And I'll make next year easier for you I promise. Jonathan Soto
Awesome Sandy is the best. Love her. Thinking next year I should cook dinner while I'm there since she's doing all the work. Robbyn Sellers Hall
Our appointment was outstanding. Sandy, you are a remarkable individual. Karin and I appreciate all your hard work and we will be utilizing your services in the future. Thank you for what you do.
David Emerick
Appt, was great!!!!! the expense form was a great help, made it a lot easier to make sure nothing was forgotten.
Maria Hughes
HI Sandy,
First of all, it was good to see you again. Secondly, that the babies were feeling better.
We are very happy with the whole process and feel very confident that you know the ins and outs of it all. The tax prep form that you have available is a big help, along with all the other information you have on your website.
Hope the remainder of the tax season goes well for you, as well as the rest of the year! If there is ever anything that we can help you with or need please free to get in touch with us.
Best of luck to Cody and the academy! We will touch base again in October/November to schedule our appointment for next years taxes.
Martin & Cheryl
I am a very satisfied customer and always have been since coming to Chase 1 for my tax purposes. Sandy is a miracle worker and tries so hard to achieve the greatest outcome. If anything I'm sorry that I wasn't more prepared this year so I didn't take up so much of your time.
Sally Doughty
Client: Sorry I am a bit upset this morning. When I went through the process about a week and half ago I got the same amount. I dont want you to submit it if I can do it for $14.99 and get a refund from you. I noticed on your website it states that if we are not satisfied that we are not obligated to pay anything. I believe you did a good job but we dont own our home and that is more than likely one of the things that we do not benefit from so we have a basic refund. I can please meet you after work today to pick up my other paper work and money.
RESPONSE: Correct, we provide a full refund for clients who at the end of the session are not happy and then there is still a charge for the commute to the appointment. In this case I believed you were satisfied with the service and proceeded to submit the income taxes to the IRS minus the credit of which you were no longer eligible. I understand your frustration and I deeply apologize for trying to be efficient and thorough. While I understand that you don’t own your home, there are many items that were itemized and your home was one of them, but through another direction i.e. not mortgage interest/real estate taxes, the amount is currently set at 7% of your husband’s time and obviously that would increase dramatically with his decision to attend LE Cross-Over Academy. We can further run the numbers for 2015 to evaluate whether you’d prefer to complete and itemized long form or if you would prefer to complete your own short form in the future to analyze the best and most efficient use of your income tax preparation funds.
Client: Well I hate that we don't get to use the credit and that is the amount I was going to get through h and r block. So did you already submit it to the irs? Is it possible for a refund? I was gonna get the same amt on h and r block for 14.99
Response: I am sorry that the credit is no longer available, it was to my knowledge when we started as I get regular Congressional updates, this one was obviously attached to another bill (i.e. law). I understand that you had planned on using H&R Block and changed your mind to use our services, it is with that intent that I did submit your income taxes to the IRS and your refund should be available to you within 7-14 days. You should also receive a link to access your income taxes in a secured cloud today. I can provide you a partial refund but as the work was completed and it did involve travel to your home a full refund is no longer available. The charge is also deductible on your 2015 income taxes.
You always provide the most professional and excellent service. We appreciate the fact that you cover all possible deductions and prepare our taxes accurately.
Sincerely,
Steve and Linda
Cheryl and I were very pleased with our appointment with you. We found you to be very knowledgeable, candid, and enjoyable to talk to. We felt we got an education and hope to do a much better job in our record keeping for next years tax return.
Cheryl & Martin
Chase1 tax service is the best that there is! Where else could you find a tax preparer that is competent, very knowledgeable, friendly, and works for you as an individual? We would highly recommend Chase 1 to do your tax preparation.
Ron and Barb Smith
Appointment went great Elsa was on time and went through a lot and gave me suggestions for next year to have everything at my finger tips.
There was a lot of things I didn't realize I could use. She was a big help and will recommend her to friends.
Thanks so much
Jenn Scott
THANK YOU THANK YOU THANK YOU.............
SKIP & ROBIN
Hey! Everything was great, no problems. Thanks again.
James
Client: My daughter is totally not happy do not file her taxes if she does herself she get the some amount back do not cash the check she is totally upset
ChasePreparer: I am sorry she was not happy with service, I do not file her taxes as it was not done by me. My understanding is she contracted w/ ****** and you contacted *** to advise no payment. That is perfectly acceptable. *** did provide you a significant discount on your taxes due to this referral though, and w/o the actual tax prep for referral, there has been or probably will be an invoice sent to you for payment regarding the obsolete discount. Said payment, while may not account for the time spent covers administrative charges and vehicle expenses. I don't understand why she is totally upset, if there is something that I can do to assist please advise.
Client: She was charged a 170 dollars and it would have cost me 165 without the discount. Why was she charged more then my initial cost? My daughter has already contacted the bank and submitted a late payment. She was expecting a professional experience and did not receive anything professional.
ChasePreparer: I am not sure what she didn't feel was a professional experience. Her income is substantially more than yours, so that would require some different forms, she is married filing joint, our typical rates for that are 200. *** completed all of the calculations as there was little that was prepared other than documents by other institutions. While I am sorry that she was not happy with the experience, if it is the fee, our fees are lower than or at minimum comparable to other businesses and we provide the 'experience' in one's home. thank you for your comments.
Kathie
Everything was great. Thanks
Sent from my iPhone
Everything went great! Scheduling was super easy!
Sharon Tice
The only thing that would have made my appt better would be if we didn't have to pay. :( That's not your fault. :)
Lisa
We had an AWESOME Appointment ! We arrived a little early, but Sandy was good enough to get started. She was very helpful and informative, every year we learn a little more Thanks so much... Sheila & Bill Steele
Our appointment was fantastic as usual. Couldn't imagine going anywhere else, treated like family. Very pleased from the Crews family.
Prospective client -
I sent an email a few days ago to confirm that *** was in fact supposed to come to my house- this was discussed several times and confirmed. It is almost 9 PM, and I have not gotten a return call to the 2 messages I have left and no one is answering it either. Not sure what to do now- I clearly explained that I needed to get taxes done as quickly as possible in order to get FAFSA paperwork done. My schedule is full the rest of the week. Not sure what I am supposed to do now- unless there was some kind of emergency, I can't believe you guys came so highly recommended.
ChasePreparer:
I have not received any emails from you at the office (chase1tax@gmail.com, nor my personal office email – chase1@hughes.net) so unless you were communicating directly with *** I was not aware of the email. I sincerely apologize, I don’t know what could have happened to ***, this is certainly not a typical response as *** takes this position quite seriously and *** has many of *** own clientele. If *** is out of the area or unavailable then *** phone would not be able to receive those messages, I am sorry, but I know our office and *** home office are ***** – cell phones don’t work here at all. There were not any messages at the office from you or *** to denote there was any problem.
I am quite sure that ***is more than willing to reschedule as soon as possible, I know *** is booked this evening. I know that you desire to complete the FAFSA as soon as possible but you are aware that the recommended due date for them is 3/1 and that is only to expedite school disbursals for the following school year? It has been that way for about 20 years. If booking with **** is not an option, I could squeeze you in here at the office ********
All I can do is apologize. Everyone who works here works 2-3 jobs too and we do our best but mistakes happen and I will look into the exact nature of the missed appointment but in life things happen, obviously there is no excuse for not returning your messages when *** received them and if our abilities are in question than you are correct looking for a different service.
We wish you the best!
Sincerely,
Sandy Yerk, owner
Cindy McDonald: Thank you for all you do!
Payment made. Thank you I like this method of payment this year (referring to our new credit card payment processing for m
Once again the war drums beat their monotonous drone. After a year long series of small skirmishes and raids from the enemy on their hard earned resources, the exhausted soldiers trudged forward to once again battle the terrifying horde. Not satisfied with their 20 percent royalty, the dreaded Income Removal Service ( I.R.S. for short.) was preparing for this years final battle. This battle would decide if the peaceful villagers would survive another year, or be cast into poverty and desolation.
Across the tranquil field, soon to be the scene of fierce conflict, the antagonists sized each other up. The valiant villagers, though brave and determined were badly out numbered and out classed, their few weapons consisted of record books and receipts and were no match for the countless accountants and auditors of the I.R.S. The armies charged full on into each other, the battle was joined.
The villagers fought with a ferocity that had not been seen before, their way of life was at stake and they would not go down easy. But the I.R.S. is a juggernaut, conceived and designed by the greediest and most diabolical minds that could be found in the world. As the battle raged it was clear the villagers were fighting a losing battle.
Then a fierce warrior Princess arrived and charged fearlessly into the middle of the fray. Unafraid of the maniacal enemy she faced, she doggedly attacked. Smashing down the barriers erected by the I.R.S., rendering their weapons useless she drove the enemy from the field.
The villagers, bruised and exhausted had won this time. By her intervention they actually captured some of the resources taken by the evil I.R.S. and would survive another year. Her task not finished, the Princess stayed close to the villagers and trained them in the secret ways only she knew, to battle the I.R.S. in the next attack that was inevitable.
Mark R. Bess
SANDY THE APPOINTMENT WAS EXCELLENT, I HAVE MOVED TO NORTH FLORIDA, BUT WILL BE BACK NEXT YEAR TO HAVE YOU DO MY TAXES, THANK YOU FOR YOUR CONDOLENCES FOR PEGGY.
We already set up appointments with Sandy (for next year). We had our usual wonderful experience and love you guys
The Collins
The appointment was very good as always. Pleasurable experience to deal with Sandy, as she always seems to be informative and knowledgeable.
Don Williamson
Very professional meeting. Enjoyed meeting Sandy. I was impressed with her knowledge of tax law. Hoping I make the 15th deadline
Gary A payne
You are a blessing !!! Thank you so much Sandy ! And I'll make next year easier for you I promise. Jonathan Soto
Awesome Sandy is the best. Love her. Thinking next year I should cook dinner while I'm there since she's doing all the work. Robbyn Sellers Hall
Our appointment was outstanding. Sandy, you are a remarkable individual. Karin and I appreciate all your hard work and we will be utilizing your services in the future. Thank you for what you do.
David Emerick
Appt, was great!!!!! the expense form was a great help, made it a lot easier to make sure nothing was forgotten.
Maria Hughes
HI Sandy,
First of all, it was good to see you again. Secondly, that the babies were feeling better.
We are very happy with the whole process and feel very confident that you know the ins and outs of it all. The tax prep form that you have available is a big help, along with all the other information you have on your website.
Hope the remainder of the tax season goes well for you, as well as the rest of the year! If there is ever anything that we can help you with or need please free to get in touch with us.
Best of luck to Cody and the academy! We will touch base again in October/November to schedule our appointment for next years taxes.
Martin & Cheryl
I am a very satisfied customer and always have been since coming to Chase 1 for my tax purposes. Sandy is a miracle worker and tries so hard to achieve the greatest outcome. If anything I'm sorry that I wasn't more prepared this year so I didn't take up so much of your time.
Sally Doughty
Client: Sorry I am a bit upset this morning. When I went through the process about a week and half ago I got the same amount. I dont want you to submit it if I can do it for $14.99 and get a refund from you. I noticed on your website it states that if we are not satisfied that we are not obligated to pay anything. I believe you did a good job but we dont own our home and that is more than likely one of the things that we do not benefit from so we have a basic refund. I can please meet you after work today to pick up my other paper work and money.
RESPONSE: Correct, we provide a full refund for clients who at the end of the session are not happy and then there is still a charge for the commute to the appointment. In this case I believed you were satisfied with the service and proceeded to submit the income taxes to the IRS minus the credit of which you were no longer eligible. I understand your frustration and I deeply apologize for trying to be efficient and thorough. While I understand that you don’t own your home, there are many items that were itemized and your home was one of them, but through another direction i.e. not mortgage interest/real estate taxes, the amount is currently set at 7% of your husband’s time and obviously that would increase dramatically with his decision to attend LE Cross-Over Academy. We can further run the numbers for 2015 to evaluate whether you’d prefer to complete and itemized long form or if you would prefer to complete your own short form in the future to analyze the best and most efficient use of your income tax preparation funds.
Client: Well I hate that we don't get to use the credit and that is the amount I was going to get through h and r block. So did you already submit it to the irs? Is it possible for a refund? I was gonna get the same amt on h and r block for 14.99
Response: I am sorry that the credit is no longer available, it was to my knowledge when we started as I get regular Congressional updates, this one was obviously attached to another bill (i.e. law). I understand that you had planned on using H&R Block and changed your mind to use our services, it is with that intent that I did submit your income taxes to the IRS and your refund should be available to you within 7-14 days. You should also receive a link to access your income taxes in a secured cloud today. I can provide you a partial refund but as the work was completed and it did involve travel to your home a full refund is no longer available. The charge is also deductible on your 2015 income taxes.
You always provide the most professional and excellent service. We appreciate the fact that you cover all possible deductions and prepare our taxes accurately.
Sincerely,
Steve and Linda
Cheryl and I were very pleased with our appointment with you. We found you to be very knowledgeable, candid, and enjoyable to talk to. We felt we got an education and hope to do a much better job in our record keeping for next years tax return.
Cheryl & Martin
Chase1 tax service is the best that there is! Where else could you find a tax preparer that is competent, very knowledgeable, friendly, and works for you as an individual? We would highly recommend Chase 1 to do your tax preparation.
Ron and Barb Smith
Appointment went great Elsa was on time and went through a lot and gave me suggestions for next year to have everything at my finger tips.
There was a lot of things I didn't realize I could use. She was a big help and will recommend her to friends.
Thanks so much
Jenn Scott
THANK YOU THANK YOU THANK YOU.............
SKIP & ROBIN
Hey! Everything was great, no problems. Thanks again.
James
Client: My daughter is totally not happy do not file her taxes if she does herself she get the some amount back do not cash the check she is totally upset
ChasePreparer: I am sorry she was not happy with service, I do not file her taxes as it was not done by me. My understanding is she contracted w/ ****** and you contacted *** to advise no payment. That is perfectly acceptable. *** did provide you a significant discount on your taxes due to this referral though, and w/o the actual tax prep for referral, there has been or probably will be an invoice sent to you for payment regarding the obsolete discount. Said payment, while may not account for the time spent covers administrative charges and vehicle expenses. I don't understand why she is totally upset, if there is something that I can do to assist please advise.
Client: She was charged a 170 dollars and it would have cost me 165 without the discount. Why was she charged more then my initial cost? My daughter has already contacted the bank and submitted a late payment. She was expecting a professional experience and did not receive anything professional.
ChasePreparer: I am not sure what she didn't feel was a professional experience. Her income is substantially more than yours, so that would require some different forms, she is married filing joint, our typical rates for that are 200. *** completed all of the calculations as there was little that was prepared other than documents by other institutions. While I am sorry that she was not happy with the experience, if it is the fee, our fees are lower than or at minimum comparable to other businesses and we provide the 'experience' in one's home. thank you for your comments.
Kathie
Everything was great. Thanks
Sent from my iPhone
Everything went great! Scheduling was super easy!
Sharon Tice
The only thing that would have made my appt better would be if we didn't have to pay. :( That's not your fault. :)
Lisa
We had an AWESOME Appointment ! We arrived a little early, but Sandy was good enough to get started. She was very helpful and informative, every year we learn a little more Thanks so much... Sheila & Bill Steele
Our appointment was fantastic as usual. Couldn't imagine going anywhere else, treated like family. Very pleased from the Crews family.
Prospective client -
I sent an email a few days ago to confirm that *** was in fact supposed to come to my house- this was discussed several times and confirmed. It is almost 9 PM, and I have not gotten a return call to the 2 messages I have left and no one is answering it either. Not sure what to do now- I clearly explained that I needed to get taxes done as quickly as possible in order to get FAFSA paperwork done. My schedule is full the rest of the week. Not sure what I am supposed to do now- unless there was some kind of emergency, I can't believe you guys came so highly recommended.
ChasePreparer:
I have not received any emails from you at the office (chase1tax@gmail.com, nor my personal office email – chase1@hughes.net) so unless you were communicating directly with *** I was not aware of the email. I sincerely apologize, I don’t know what could have happened to ***, this is certainly not a typical response as *** takes this position quite seriously and *** has many of *** own clientele. If *** is out of the area or unavailable then *** phone would not be able to receive those messages, I am sorry, but I know our office and *** home office are ***** – cell phones don’t work here at all. There were not any messages at the office from you or *** to denote there was any problem.
I am quite sure that ***is more than willing to reschedule as soon as possible, I know *** is booked this evening. I know that you desire to complete the FAFSA as soon as possible but you are aware that the recommended due date for them is 3/1 and that is only to expedite school disbursals for the following school year? It has been that way for about 20 years. If booking with **** is not an option, I could squeeze you in here at the office ********
All I can do is apologize. Everyone who works here works 2-3 jobs too and we do our best but mistakes happen and I will look into the exact nature of the missed appointment but in life things happen, obviously there is no excuse for not returning your messages when *** received them and if our abilities are in question than you are correct looking for a different service.
We wish you the best!
Sincerely,
Sandy Yerk, owner
Cindy McDonald: Thank you for all you do!
Payment made. Thank you I like this method of payment this year (referring to our new credit card payment processing for m