BeanLab

This review is only for BeanLab’s tax preparation services only. We did not use them for any small business planning or the like.
We were initially impressed with BeanLab’s customer service and sales team. However, we received an IRS notice (1 year after using BeanLab) informing us of mistakes on our tax returns which resulted in an interest penalty. After reviewing our records and past communications with BeanLab, it was clear that we properly communicated certain relevant pieces of information to BeanLab (more than once) and this information SHOULD have been included in our tax return.
We had used self tax preparation software up until this point, never having an issue, but decided that turning things over to a professional tax preparer might alleviate some stress from the whole process (or as stated on Dave Ramsey’s website, someone who endorses BeanLab: «Get your entire refund while our certified tax experts take the hassle of taxes off your shoulders. People love using our tax ELPs. Give us a shot and we believe you will too!»). Well, we gave it a shot and we put our trust in BeanLab. Turns out we probably should have not used BeanLab for our tax returns and we will go back to preparing our own tax returns moving forward.
We sent an email with all of the past communications and the IRS notice to BeanLab, asking for a refund of our fees and to be reimbursed for the interest penalty we were assessed. As of today, we have not received a substantive response since sending that email over 5 weeks ago (initial response from CEO indicated that they would look into it, but radio silence since then, even after weekly follow-​up emails).
We would hope that as a Dave Ramsey endorsed provider that BeanLab will substantively respond to our inquiry and engage with us to seek a mutually agreeable resolution.

I’m a professional communicator and small business owner. Josh Moore and his team do a great job of taking care of my tax and accounting details so I can concentrate on running my business. I appreciate BeanLab’s professional team of knowledgeable, thorough and friendly people.