Badu Tax Services

Professional, friendly, responsive. They gave us strategies to maximize on savings, suggested programs. Definitely a great experience during tax time. My business partner and I have used them for the last 2yrs, enjoy doing business and will be using them for years to come

I worked with Brittany Okossi for my first year in business with multiple businesses and she was great. She helped ease the anxiety I had and was patient with me as I collected all the info. The whole team has been great at Badu Tax services I would recommend them.

Solid! They helped me with my business taxes and it went pretty smoothly. Also love to patronize a Black-owned business.

My wife and I have used Badu Tax Services for several years. At the outset, Jeff guided us through the process of creating an LLC and understanding our potential tax liability. We are extremely happy with Jeff, Desi, and the rest of the staff. They do an amazing job communicating with us throughout the entire year - not just tax season. We have referred Jeff to several of our friends.

Jeff was recommended to me by a friend and I went to meet him in person back in 2019 as I was looking for a CPA. We had a very brief, pleasant experience, but I wasn't sold on this firm truly being the best fit for real estate investors and small business owners. In 2023, I decided to file my 2022 taxes with them because they came up as recommended again. There was nothing special about the process. They barely asked me any questions about my business, outside of how much I made last year (which is how they charged me). I paid what felt like way too much, really hoping they would ensure I wouldn't have a large tax balance. They filed an extension for me, which I paid for and I ended up owing almost 4K. In November 2023, I get a message that reads like spam, saying almost 30K in tax savings have been found. In Jan 2024, I get a similar message so I schedule a call with Tomas. Turns out I overpaid by at least 11K in 2022 and for 10K I can have them amend my 2022 return. I shared my frustration with Tomas that it felt like a way to bait me and that they did not actually truly do the work of an accountant if they're now telling me I overpaid by 11K. Tomas gave me a bunch of excuses about tax analysis and how busy it was last year (i.e. this is why they did not ensure I did not overpay). I cited them filing an extension and how there was no rush to file. I'm beyond disappointed with my experience and would not recommend this firm. So many other thoughts about how poor my experience was back in 2022 with the many people I had to go through just to get a response about the status of my tax return.

Highly recommend! They are the best to work with and answer all your questions in a timely manner. Great customer service and great advice! I have used them for several years now and they have helped me to create a LLC and also guided me on my first investment purchase. They have gone above and beyond to help me with my taxes and made sure I am getting everything I can.

I appreciate the kindness and professionalism from everyone at Badu Tax Services. They have prepared my taxes for several years now and always answer my questions clearly and thoroughly. I have also worked with Jeff on tax issues for my family and his advice was again, clear and thorough. I know his great team works hard every year!

Extremely helpful and immediate service. The people I worked with have gone above and beyond and are extremely nice and actually demonstrated they care about my life more than just a bunch of tax docs.

Yelpers hope y'all good and taking care of YOURSELF first! YES. It's OK to be SELFish! With that being said, make sure ya money right and that's where Jeff Badu Services could assist!

CONTEXT: Getting older (every day) and financial security is a priority to me, and I wanted to see where all my bread goes! Y'all know I love food! LOL. I wanted to set some budgets and goals with a trusted advisor.

WHAT I GRABBED:
Financial Advisory for the year, quarterly minimum with access to Jeff and team for financial planning as needed, discussing/planning short to long-term financial goals.

COMMENDS: Jeff is clever af. He was able to drop gems within the first 10 minutes of our conversation based on my situation. I'll speak on one, an investment with my savings that netted me a couple of hundreds within a day. Now results will vary based on what you investing, but gains indeed!

RECOMMENDS: Have a discovery call with the team to see if Jeff's team can be of assistance to you and your situation.

OVERALL:/VALUE: 5/5 Great value so far. I've only had one session and starting on my plan with optimism. I did have trouble contacting the team at the beginning around holiday time and expressed my concern. Jeff Badu, the CEO, reached out to schedule a follow-up and explained the miscommunication. I'll follow up as the year progresses with updates!

WHAT I'M VOUCHING FOR:
Solid financial advice based on your situations and a range of other services around tax planning.

Until next time Yelpers, LOVE, LIVE, and STACK!

I really wish I could say I had a better experience with this office. My initial consultation with Jeff was good in 2019. LaToya did a decent job with my taxes for 2019 and 2020 although came back and asked me for more money after it was completed. Fine. Paid. I was recommended by LaToya to start an LLC with them. I replied that I wanted to move forward with that and she literally never responded. Better since I figured out how to file directly with SOS on my own and got incorporated without their help. Much cheaper than what she quoted me.

I have emailed them about several things and gotten no reply for over a week if ever - like the fact that I referred someone and never got offered the discount. I had to keep asking. They didn't see it on my "account" either with new services I procured which is funny for accountants. I remainder then to account for it in my recent invoice. Accountants not accounting lol. It's like they keep no records of you and don't know who you are. Treated like a new client year after year. They don't seem to be organized or communicative in general. Jerry is though. He expressed concern in the past for communication gaps they have had with me. Unfortunately he and apparently several others are out of town now and no one even answered even the office phone the other day during normal business hours. There also was no voicemail option either. Just rang and rang.

LaToya was supposed to prepare my current return (filing late since they don't automatically file an extension by the way). I submitted documents and paid the deposit. I expressed urgency because I need my returns for another financial matter and several days passed. Assistant noted my email. Apparently they didn't communicate and my tax preparer didn't even read my emails clearly for days. Didn't return my call when I wanted to briefly touch base about my situation. Emailed back only when I texted Jerry. Asked me if I had uploaded docs. Told me to schedule a call on her calendar and had no slots free to even talk to me for 7 days! Asked me if I had paid some unheard of expediting fee. Um absolutely not. Very impersonal and cold. I emailed several people there that I had an urgent situation and can't even get an idea of when to expect a simple return to be completed? Didn't take 10 days last year. So my accountant is too busy to take any time to talk to me for 7 days!?? It's not even close to tax season. I guess August is their vacation time.

Then I asked for a refund kindly as I need my money to find another accountant and she emailed later that she suddenly had an opening to talk with no indication of what time that would be. Bizarre. I have a great idea... why don't you just call me back?? I left a voicemail on your cell and my number is all through the email chain you are obviously not reading...

I again asked for a refund. CRICKETS. Two days and nothing from anyone.

They don't care about me, keeping my business or me referring them more business. I am going to find another account who is responsive, professional, replies to my emails, and even possibly remembers who I am.