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2025年6月19日

Response from Rockefeller Tax Pros

Steve Dang engaged Rockefeller Tax Pros on April 15, 2024—the same day his personal income tax return was due. As a courtesy, we prepared and filed a tax extension and subsequently completed his return within two business days of receiving his final documents.

The completed return resulted in a substantial five-figure tax savings. After reviewing the results, Mr. Dang questioned the accuracy of the return, stating he believed he had a $3,000–$5,000 capital loss carryover. We reviewed his 2022 filings and confirmed no such carryover existed. This was communicated to Mr. Dang, who could not provide documentation to support his claim. After clarification and a final review of his Schedule C expenses, he approved the return for filing and signed the IRS authorization under penalty of perjury, affirming the return was “true, correct, and complete.”

Months after filing, Mr. Dang raised additional concerns, suggesting that his income should have been reported through an S corporation. However, all income was issued to him personally—via W-2 and 1099 forms under his name and Social Security number—not to any business entity. Despite repeated requests, Mr. Dang was unable to provide documentation for the S corporation or any other business entity he referenced. At no time was our firm engaged to prepare or file business entity returns.

To clarify: the only service rendered and paid for was the preparation and filing of Mr. Dang’s personal 1040 return, which was completed accurately and in a timely manner based on the documents he provided.

Mr. Dang’s concerns appear to stem from misunderstandings about tax law and filing requirements—not from any inaccuracy or oversight on our part. After completing the tax returns for which he hired us, Mr. Dang repeatedly sought extensive guidance on matters far beyond the scope of the original engagement—always without compensation. These unscheduled calls and messages frequently lasted 30 minutes to over an hour and occurred during evenings, weekends, and even holidays. He also texted referencing our social media activity to imply we were “available” and should respond immediately. Most recently, in March 2025—just one day before the March 15 filing deadline—Mr. Dang reached out to ask whether his S corporation returns had been completed and whether they would be filed on time. However, he had never engaged our firm to prepare those returns. In fact, prior to that, he stated he was still deciding whether to hire us for that work. Given that he was not a retained client for business tax filings, and with multiple confirmed clients requiring attention ahead of the deadline, we did not respond. Coincidentally—or not—his one-star review was submitted shortly thereafter.

Our lack of ongoing response was not neglect—it was a boundary. His demands were unreasonable and unsustainable, particularly given that he had not retained us for continued strategic services or advisory work.

We take pride in delivering prompt, professional service, and we respect our clients’ time—as well as our own. We stand by the accuracy of our work, the boundaries we set, and the standards we uphold.

— Rockefeller Tax Pros

Rockefeller Tax Pros からの回答

2025年3月14日

Thank you Jessie, it was a pleasure working with you.

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2025年3月14日

Thank you Monica, I'm happy you were pleased with the results. It was a pleasure working with you.

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2024年4月19日

Thank you so much Jennifer! It was a pleasure working with you 😊

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2024年4月16日

Thank you very much Jeremy! Thank you for allowing me to prepare your taxes again. 😊

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2024年3月27日

Thank you Lindsay, always a pleasure working with you. I appreciate the referrals :-)

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2024年3月21日

Thank you Angie! It was a pleasure working with you 😊

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2024年3月15日

Thank you Angie 😊. It's was great working with you guys.

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2024年3月14日

Thank you very much Diana! It's always a pleasure working with you 😊

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2024年2月24日

Thank you Michael, it was great working with you 👍

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2024年2月24日

Thank you Susan! It was a pleasure working with you 🙏

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2024年2月16日

Thank you Fernando! It was a pleasure working with you.

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2024年2月8日

Thank you Chuck! It was a pleasure working with you.

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2024年2月24日

Thank you Kyle! I appreciate you taking the time to write a review.

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2023年11月17日

Thank you Kandi! It's always a pleasure working with you. Thank you for allowing me to prepare your tax returns for you 😊

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2023年10月19日

Thank you Doug! Much appreciated!

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2023年7月7日

Thank you Debbie! It was a pleasure working with you 😊

Rockefeller Tax Pros からの回答

2024年2月24日

Thank you Lupe! I look forward to working with you again 😊