Sandeep B.
Nine-year client, had to file my own return at 11:59 PM on the deadline
Client since 2017. This year I prepared and filed my own return at 11:59 PM on the October 15 deadline, because Advantage One never delivered a corrected draft. Their draft was dated October 12. I identified six corrections - all straightforward, under an hour of work for anyone with the file open. None were made. Two examples. Their draft deducted $18,275 of property tax on my 2025 return; I had told them it was paid in January 2026, and cash-basis timing is the most basic rule in individual tax. On the state return, the NJ-1040NR wage allocation schedule was left completely blank, sourcing $60,737 to New Jersey for a spouse who has never worked a day there - a $3,258 error. I explained the facts to their support team by phone. They insisted on an employer letter anyway. I obtained the letter and sent it. The draft still was not completed. Over the final week I called more than ten times and requested callbacks through their portal repeatedly. The CPA never called once. The day before the deadline I held for over an hour, was promised a callback and a completed draft, and received neither. Support's answer every single time was that the CPA would call. The underlying tax math in their draft was accurate, to their credit. But a return you have to audit yourself, with corrections nobody will make and no preparer reachable before a federal deadline, is not a service I can recommend to anyone.
Response from AotaxOct 16, 2026
Dear Sandeep, We sincerely apologize for the inconvenience and frustration you experienced regarding your 2025 tax return. We understand your concerns about the delays in addressing your requested corrections and the difficulty you faced in reaching our team before the filing deadline. We would appreciate the opportunity to review your concerns in detail and discuss them with you directly. We have sent you an email requesting your preferred date and feasible time to connect. Kindly reply to our email with your availability so that we can coordinate a call and work toward addressing your concerns. Thank you for sharing your feedback and giving us the opportunity to look into this matter. Best regards, Team AOTAX