Everything the other TERRIBLE reviews report - I have had the same experience, having to hire outside resources, the worst communication from them and there is no ability whatsoever to actually talk with someone who can help. Worst company EVER! They even filed an extension back in March without my permission.
Response from HeardSep 25, 2026
Stacey, thank you for sharing this. We're sorry your experience with Heard has been this frustrating. Our team has been in touch directly to work through your remaining bookkeeping with you. We're committed to seeing you through your filing.
JJ
Jennifer J.
Extremely dissatisfied
Extremely dissatisfied. It looks highly probable I have to hire a separate CPA on top of this service and cannot get a partial refund due to their agreement because they can’t help me with my taxes. I am Completely Lost and backed into a corner. With platform it’s hard to see big picture—feel trapped and don’t know which way to turn. Looks like I may well pay triple for accounting services. One of the worst Business decisions I Have ever made. I do not recommend this service. I Had personal rep and now I cannot seem to contact him. Not sure if he is still with them. I decided to use Heard to make a bad situation better But it has gone from bad to worse.
Response from HeardSep 4, 2026
Jennifer, we're sorry to hear this has been your experience. When a therapist joins Heard, our goal is for them to feel at ease and we therefore want to make this right for you. Our team is reaching out directly to walk you through the steps to complete your tax filing and make sure you feel fully supported from here.
ST
STANzaic
Buyer Beware, customer satisfaction is last on their list.
During the sales process I received the classic verbal assurances of ability for them to be able to handle my complexities, however, months into the subscription, things became messy and caused me significant delays in handling my obligations. When I explained this to the Heard team and requested a refund for months not completed yet, so I could proceed with another BookKeeper (private firm, my stuff is too complex for Heard), I was told they will not refund due to the terms. Additionally, I was assigned a representative that could be my go to person and Heard didn't inform me they left the company or reassign me someone until after I made the decision to leave (I had reached out to my rep prior to messaging the platform with no auto reply, or response at all from a rerouted email). This disregard for their customers and a bait and switch approach is unacceptable and is being seen throughout other companies, as though the customers needs and happiness don't matter to them. I would never conduct business in this way, because if my client is unhappy with me I do everything in my power, including refunding, referring out to a trusted source, or other reasonable remedy to ensure my reputation maintains one of customer satisfaction focused. Recommendations, record the initial sale call, ask good questions that align with your business needs, verify the information they give you, and then choose wisely, but rather than waste your time and money, find one person who does your bookkeeping through a private firm with reputable reviews.
Response from HeardAug 18, 2026
Thank you for sharing this. We're sorry your experience didn't match what you were told during the sales process, and that a rep transition left you without a clear point of contact at the worst possible time. That's on us.
We should have been clearer from the start, and what followed made it worse. Our team is reaching out directly to find the best path forward with you.
EM
Erin M.
Communication platform is TERRIBLE 😕
I do NOT like the communication platform and am considering going back to my tax preparer or seeking a new service after my 2026 tax year ends. I asked for simple communication via email and you send me to your confusing website where I cannot find the information! Very unhappy customer!
Response from HeardJul 15, 2026
Thank you for the honest feedback, Erin. We hear you that a simple written checklist would help you keep track of things as you work through the platform. The list of documents we need for your bookkeeping and taxes is personalized, and it's determined by your year-end bookkeeping review and your answers to the Tax Questionnaire in Heard. That means we're not able to provide a full, personalized checklist before those steps are complete. Our team has reached out directly with a general list of common tax documents, along with next steps to make sure you feel supported.
SH
Sarah H.
Heard's tax preparer over reported my…
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.
Response from HeardJun 26, 2026
Sarah, we're deeply sorry. An over-reported income of $67,000 on your return is a serious error that should not have happened, and we understand the weight of what this has meant for you.
One thing we want to be clear about: Heard only works with US-based, licensed CPAs (Certified Public Accountants) and EAs (Enrolled Agents) when preparing your return.
Our team will be reaching out to you directly to discuss next steps. We're grateful you shared this, and we'd welcome the chance to make it right.
DW
Dawn Weiss Smith, L.
The absolute worst
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
Response from HeardApr 16, 2026
We are sorry for the experience you had with us, Dawn. Billing issues, a late filing, and feeling like your concerns went unheard are all things we take seriously. We also want to be clear: members do have the ability to download their records upon cancellation, and our team will make sure that is available to you. Someone will be reaching out to you directly to work with you on a clear path forward.
SS
Sarah S.
I hired Heard to save me time and stress. They did the opposite
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.
Response from HeardApr 9, 2026
Thank you for taking the time to share this. What you've described is not the experience we want for any of our customers, and we're sorry this tax season has been so stressful.
The delays you've experienced with your tax preparer's responsiveness, the communication gaps, and the lack of clear resolution are all things we take seriously and are actively working to address.
Our team will be in touch directly to work to make this right.
DT
Donna T.
BEWARE
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.
Response from HeardApr 9, 2026
Thank you for taking the time to share this feedback. We understand how frustrating this has been, and we’re sorry we’ve fallen short of your expectations.
We want to be upfront that an active subscription is required to access Heard’s tax preparation services. That said, our team has reached out with options to help you get your taxes taken care of, and we’re committed to finding a path forward that works for you.