HeardReviews of joinheard.com

Heard's tax preparer over reported my income by $67,000. SIXTY SEVEN THOUSAND DOLLARS. They messed up in other ways and their system is not user friendly. They outsource everything to the Philippines. I now have to pay my competent cpa to redo that tax year. SIXTY SEVEN THOUSAND DOLLARS.

Heard has made budgeting and taxes a breeze. Everything is easy to navigate and helps you feel on top of your budget, freeing up mental space to focus on patient care. The team at Heard has also been very responsive and helpful with any questions that came up as I've adjusted to the system.

The absolute worst. Mistakes, bad math, corrupt billing and late on filing taxes bc agent was “sick” five days before the deadline. No offered resolution, no quality control, no one cared other than to tell me if I cancel, I lose all the data from last year (that I corrected). BAD MODEL. Do not recommend

I’m happy to share that I am very pleased with Heard! I was skeptical at first after reading comments about pricing and slow response time. However, my experience has been nothing but positive. The bookkeeping organization is invaluable, and they make tax filing a breeze. They provide you with a dashboard of all of your financial data tracking. They also offer periodic brief Zoom sessions, where you can ask questions in real time. It is definitely a time saver and I highly recommend them!

Heard services give me so much stress relief. The platform is intuitive and easy to navigate, the service team is really responsive with any questions and tax time is a breeze. I really appreciate how much Heard has simplified the accounting and tax process for my solo practice and guided me in making more sound decisions for my practice.

I have had a terrible time with Heard this tax season. I submitted all required tax documents and information before Heard's deadline in February. Despite this, my corporate taxes are now over a month late with no submission date in sight. As a result, my personal taxes will also miss the deadline and I may face penalties. Heard's support staff has done nothing but pass along messages with no actual resolution. Apparently, they hire contractors to do your taxes rather than handling them in-house. The tax preparer can't even communicate with your bookkeeping team directly. I have had to be the go-between to get information from the bookkeeping team to the tax preparer, a process that takes several days and far too much of my time to manage. Throughout this ordeal, I have had to repeatedly chase my assigned tax preparer to keep the process moving. He has gone silent for days and even weeks at a time and has broken his promised completion timelines repeatedly. He has been telling me "I'm almost done with your tax return" for a month now. When I raised concerns about late fees and penalties caused entirely by their contractor's delays, Heard informed me that "tax liabilities remain the responsibility of the taxpayer." They also openly admitted they cannot guarantee my personal return will be filed by the deadline and are offering no solutions to the problems they have created. I hired a bookkeeper to save time and make tax season less stressful, but Heard has done the exact opposite for me. This is my most stressful tax year to date. If you are a busy professional who cannot afford to babysit your accountant through tax season, do not use this service. I submitted all of my documentation early, have had to check in on my tax preparer daily to keep things moving, and am now facing potential tax penalties due to their delays.

I've used Heard for 2 years so far and I really love it! There's a ton of value in all that they offer and having time back in my schedule that I'm not spending on bookkeeping and taxes is priceless. I have a financial advisor, someone who does my quarterly and annual taxes (both business and personal), and lots of automated tools and guides to visualize how my practice is doing. So you're getting a team of people who work on every aspect of your finances. I've met with financial advisors who charge more than Heard does for just ONE of the above services, so I really feel like I'm getting my money's worth and then some!

BEWARE. This is the worst financial mistake I've made in decades. I've paid them $2,000 over the course of this past year and now they will not even actually file my taxes for me because my annual renewal came due a few weeks ago and I have informed them I will not renew. They won't even file the extension request unless I do the accounting of estimating my income - even though they have all the documents to do this and THEY ARE THE ACCOUNTANTS - NOT ME. The only way they will finish what I've already paid them to do is if I continue on at least the monthly plan of $199 a month. I can't get an answer as to how many months that would be. FYI, I paid $500 to my 2024 tax preparer firm, all in. So I've paid Heard 4 times that and now they will not complete the job. I am contacting an attorney to see if this is even legal. I cannot get timely answers through the messaging system and there is no option to speak to anyone by phone (although there was certainly ample phone availability from their sales staff when they were selling this to me). Once they get your money, they do not care about you. RUN.