Marg Halon Tax

Worse experience I have ever had using a company preparing my taxes. Likely will just learn before next year how to do them myself. Been doing my personal taxes since I was 18 and never had so much trouble getting through the process such as I did with this company. Given the cost feel I got a fraction of the service owed to me. I'll never give another dime to this company either. I'll explain to other company owners I talk to daily my experience and urge them to not use this company for tax needs. More so making me do all the leg work hardly seems needed given the cost of the service provided. If I treated my customers with the respect or had them do the level of work your company requires of the customer I'd go out of business faster then I got in business. I had such high hopes for your company and maybe that's where I failed thinking you aren't just in it for a easy paycheck off me. I've learned my lesson with your company and will be quick to not repeat it. Your essentially the Home Adviser of the tax world and that's not a compliment in my industry.

The owner Chris is dishonest and unethical in his business practices. He unilaterally severed our 12-month tax-filing contract after collecting 9 months of payments and said he would NOT be rendering the services as agreed upon (and paid for) in the contract, and that we would have to sign a new contract at FOUR TIMES the price for him to perform the services he already contractually owed to us. Refused to refund for services not rendered, and actually said he was going to CONTINUE billing us even though he was not going to perform the services. Straight up scammer, take your business elsewhere. It's a shame this company has such poor leadership - the CPAs and bookkeepers I dealt with seemed like decent humans and deserve better.

Wish I had better things to say, we really did try to give them a chance. The final straw was when they changed their packages to increase prices and end their "partner program" discount in an attempt to undercut the bookkeepers that brought them their clients in the first place. Fortunately none of ours were very pleased with Halon anyway and decided to leave them rather than us. Ultimately we had clients paying a subscription for monthly and/or quarterly advisory and planning services that were never provided. They blamed it on us needing to provide information, but we always provided anything requested within 24-48 hours, and wouldn't hear back for another month or two with new information they needed but hadn't mentioned. By August, exactly 0 of our clients had received any of these monthly/quarterly services before we gave up. How is tax planning supposed to be helpful when it isn't even provided until the year is almost over?

I actually LOVED Halon Tax when I first hired them at the end of 2019. I also bought audit protection for an additional cost. However soon after they completed my tax return, I got a very awful email that was generically letting everyone know that they had tried a service they didn’t like providing and they wouldn’t be doing that anymore. I responded and asked for some clarification. A personal message from Christopher told me that they no longer even wanted to work with me because my business isn’t the kind they wanted to work with. He was rude and I was angered by both the abrupt change, the complete dismissal and the rude clarifications. I had every intention of working with them long term which is why I trusted them. Again, I LOVED this service when I signed up. Today I needed my return and tried logging into the portal. I wasn’t able to access the returns they prepared for me. I asked if I was just missing something. Again, I got a nasty-gram from Christopher that if I didn’t pay for continued service they wouldn’t work with me anymore and I would have to go to the IRS to get the return. I will NOT EVER work with this company. I do NOT recommend them. Save yourself the trouble and use a company that puts customers first.

I am currently paying a new CPA (for the second time in two months) to fix multiple things that Halon missed when filing our tax returns in 2020.After they abruptly dropped us (right after we found them due to changes in their desired clientele and the service options they offer which now priced us out) they refused to reply to questions we had about our filed return. We were told we would need to subscribe to their new, expensive services to go over our filed return. I was also suddenly unable to access my dashboard which had all my digital copies of my return documents and they refused to reply to email requests from myself and my bookeeper to let me download them, since I wasn't continuing with their new services.When I connected with a new CPA to have a better experience next year, he reviewed the retrun they filed and discovered that Halon did not include my self-employed health care expenses in the return. So I had to pay for him to refile and fix that. Then he discovered that they also hadn't included my husbands 1095 and the subsidy he takes through the health insurance marketplace. So, their recommendation to file jointly (we have always filed separately for various reasons) without without taking the subsidy into account is now proving to be a very costly one. Since my husband takes the health care credit from the marketplace and filing jointly changes his income to our income, thereby reducing or eliminating that subsidy. So essentially we will now owe his entire subsidy of about $4,000 back, due to their advice, on top of paying someone to refile our return two separate times. The way our taxes were handled, without having or asking for all the necessary information was unprofessional. Their refusal to go over our taxes with us or allow us access to our documents when requested because of changes they were making to their business for the coming tax year is reprehensible.