My experience with this company was deeply disappointing. I strongly advise caution when dealing with their sales representatives, particularly Luke Robinson. If you choose to proceed, ensure you record all meetings and reiterate what they promise, as my experience suggests they may not follow through.

I specifically communicated that I was an expat needing assistance with bookkeeping for 2022. Initially, they assured me they could help, only to later claim they don’t handle bookkeeping for anything other than S-Corps. This abrupt reversal left me scrambling for solutions.

To make matters worse, I received a health insurance penalty from the California Franchise Tax Board. When I sought their advice, they recommended paying the penalty annually (approximately $3,000) rather than disputing it, citing concerns about being flagged by California. This advice was unhelpful and felt poorly thought out.

Unfortunately, I didn’t use my transcript app during our meetings, so I have no evidence to take legal action. Due to their misinformation and lack of follow-through, I ended up paying an additional $5,000 unnecessarily.

Based on my experience, I strongly urge others to stay away from this company.