Alex C.
Critical federal form omitted from full-service return. Four follow-ups. Job closed silently.
Taxfyle's Pro omitted a critical federal form from my paid return. After four contact attempts over three weeks and full detailed information provided, the job was closed silently with no explanation. Now my return is not just permanently open to IRS audit; any gain on my investments triggers the most punitive tax regime in the federal code, plus compounding daily interest. The omission is material. I engaged Taxfyle for full-service tax return preparation, specifically because I wanted a licensed professional to identify and file all required forms. The assigned Pro had full knowledge of my foreign investment activity from our discussions. He filed my 2024 return without Form 8621, a mandatory federal information return for PFIC reporting, and never investigated the subject. I discovered this almost a year later on my own. When I raised the issue in March 2026 as soon as I discovered, Partner Support reopened the job on March 13 and engaged the Pro. The Pro's response was to ask about rental property entities, which I don't have and are unrelated to Form 8621. I corrected him and provided comprehensive, organized entity information the same day. No further response came from either the Pro or support. I followed up with support on March 16 and 17. The amendment job received no response at any point. The only reply I received from Taxfyle during the entire period addressed a separate question about this year's filing and said nothing about the outstanding amendment. I waited in good faith, given the workload of the period. On April 5, I received an automated notification: "Your Job Has Been Closed." No resolution. No amendment filed. No context. No communication with me. No consent from me. My follow-up on April 6 in a final effort to rectify has received no reply. The consequence is explicit. Under IRS rules, a missing PFIC form suspends the statute of limitations indefinitely. The entire return stays open to audit, not just the PFIC items, until Taxfyle completes their mandate and files the amendment. Also under IRS rules, without this filing any future gain on the investments triggers the most punitive tax regime in the federal code: taxed at the highest ordinary income rate (37% versus my current 10-12%), plus compounding daily interest charges. Identifying which forms a client's situation requires is the core obligation of a full-service engagement. That obligation was not met. Taxfyle guarantees the accuracy of all forms and deliverables. A required and consequential federal form was missed. When I raised it, the job was closed without resolution - without context even. Prospective clients should know this is the experience that the Taxfyle guarantee and their Pros can produce.
Response from TaxfyleJul 14, 2026
Thank you for taking the time to share your detailed feedback. We’re sorry to hear about your experience and understand how frustrating it must be to have concerns around your filing and the level of support you received. We take feedback like this seriously and are reviewing the details shared to better understand what happened. Our goal is to ensure concerns like these are properly addressed and that we continue improving the experience we provide. Thank you again for bringing this to our attention.