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Summit Financial Services Llc

1 review

Salt Lake City Enrolled Agent Lynn Jones

Summit Financial Services Llc is an Enrolled Agent tax practice based in Salt Lake City, Utah. Summit Financial Services Llc can assist you with your tax return preparation and planning needs.
Service Lines
Tax Preparation
Tax Planning
Tax Problems
Tax Preparation
Summit Financial Services Llc Reviews
1 reviews
1.0 08/23/2020
I hired Lynn H Jones on 4220 to provide the service of filing my federal and state taxes, and send tax returns for some past years thru 2019 the current tax year, as well as determine what taxes I owed and arrange a payment plan with the IRS for any back taxes.I paid him a retainer of 1,000.As of today 82320, 5 weeks after the 71520 tax deadline, he has not sent me any tax returns. I have demanded the 2019 tax return in email at least 7 times. I also called him multiple times but he doesnt answer his phone, doesnt have an outgoing greeting, and doesnt supply a voicemail system for callers to leave a message.In the last communication I received from him 81920, 5 weeks after the 2019 tax deadline, he admitted that he had not processed my 2019 tax return. He also volunteered the information that a number of returns have not been completely processed including yours.Finally I demanded my money back on 82020.He ignored that too.Today I filed an Ethics Complaint against him to the National Association of Enrolled Agents.I also filed a complaint against him to the IRS, and reported him to the BBB.It's an ongoing ordeal. So sorry I ever crossed paths with this guy.
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