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Client Review on Bevs Tax Service

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Bev’s Tax ServicePros: Professional, Service & Assistance Beyond Expectation, and FASTCons: Local company (not national; unfortunately) In late March of 2015, as Executor of my recently deceased, brother’s estate, I contacted Bev’s Tax Service for assistance in filing 2014 taxes. Since I live in Georgia, and was only going to be in Kansas City for a couple of days, I was able to get an appointment for the same day. I took the required legal documents with me to the appointment, indicating I was the Executor, and explained that I had not yet located my brother’s previous tax records, so I would most likely need to file an extension. To my amazement, Bev Green was able to quickly review my brother’s previous tax returns, and help me make a list of what documents & tax forms I needed, in order to complete the return. My brother had been ill for quite a while, so I knew the medical deductions would be significant & thus important for me to locate all the receipts. When I mentioned I did not know where to start to gather medical receipts because I didn’t have a list of all of my brother’s doctors’ names, I was blown away when she continued to help me, even though my appointment time was over, the office was very busy & it really wasn’t her problem. Bev told me that since I knew what pharmacy my brother used, I could take my legal paperwork indicating I was the Executor of my brother’s estate to the pharmacy, and request a printout of all of the prescriptions my brother had filled for the entire year, which also included the doctor’s name and phone number! Due to the professionalism, service beyond expectation and speed of Bev’s Tax Service, I was able to gather everything I needed to file a tax return before the deadline – no extension needed! Additionally, in 2016 I completed the filing of the final tax return for my brother’s estate, and once again experienced the same exceptional service from Bev’s Tax Service!

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