Automated Tax & Financial Services Inc

Feb 2022

Highly recommend Automated Tax & Financial Services, Inc.! We usually do our taxes ourselves through TurboTax, but were appalled to see the amount of taxes owed this year. They reviewed for us within 24 hours and saved us more than $2K in what we had to owe back. Eagle-eyed, responsive, and super knowledgable - trust this team - they will take care of you!

May 2019

I have gone with my family to ATS since I can remember. Vicky is excellent. She charges based on your income so over time she does charge more which is my only reservation. Even though I am single payer and EZ form would be more than doable, I think it's money well spent to have a tax person who you can call and will advise you about tax info. When I bought a house, I just called to have the tax info forwarded to me because I am not that organized. When I moved and Maryland got confused and was like we don't have any tax info, I faxed her the forms and ATS took care of it. So if you don't like to be hassled with that stuff the money spent every year for me seems worthwhile in the end since I am lazy with this stuff which means more time spent and headaches. As a former IRS employee, Vicky might be conservative towards write offs, but I have heard of friends who went to less conservative tax folks, got fat returns, only to be audited and have their wages garnished. As for the poor review, I wonder if they forgot to postmark the documents unless they were e-file. I have never had an issue or needed to question Vicky. She is very well organized and instructs you, the payer to drop off the forms when doing it the old school, paper way. She and her daughter are very organized and meticulous so I have to wonder if the person ignored their very thorough instructions. When you're done she gives you a nice packet and provides all the info (post office locations etc) if you file paper. Also her office provides snacks and coffee which is nice added touch.

Feb 2019

Best tax service, very professional, quick, and electronic deposit. Even after we moved to Texas, we come to visit and being our taxes with us. We were even able to do everything over email when travel was difficult. Vicki was/is always accommodating!