Liberty Tax2 reviews
This score is based on 2 genuine reviews submitted via US-Reviews since 2026.
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the person who prepared our taxes (Roxanna at Liberty) told us we were due money, we filed, and very quickly got letters from the IRS, the state and even local agencies saying we actually owed them. That’s a bad place to start. After that it was a weird combo of being strung along, promises that never stuck, and a few moments that felt like actual negligence — more than just a simple mistake. At first I thought maybe it was a misunderstanding, maybe a missed form, fine — that happens. But then Roxanna became hard to reach. When I finally did get her on the phone she shifted blame and insisted we hadn’t given her everything she needed. We had. I checked. We literally handed her the records, so hearing that felt like being blamed for someone else’s screw-up. I called corporate because I wanted someone who could actually help, not more finger-pointing. The first person I spoke with, Tracy (she said her name early and seemed sympathetic), even guessed right away who I’d worked with, which told me this wasn’t a one-off. Tracy and another rep, Tasha, were polite and sounded professional on the phone — they promised every few weeks that a higher-up named Jeff would call me back within a couple business days. That call never came. Not once, not twice — dozens of times I was told Jeff would call. Nothing. That’s where the disappointment turned into frustration. It’s one thing to make a mistake, another to acknowledge it, and a third to disappear when the customer needs you to fix it. Then there was an incident that really made me worry about how they handle sensitive info: I parked next to her in the office parking lot and saw documents on the passenger seat with full social security numbers just sitting there in plain view. No attempt to hide them. That was careless and upsetting. I don’t care what the mistake was, you don’t let someone’s SSN sit on a car seat where anyone walking by could see it. We later had to file an amended return because the original wasn’t right, and once again we were told it would resolve things and we’d be fine. Months went by — silence, no confirmation of filing from Roxanna — and then earlier this year another notice arrives saying we still owe and interest had been accumulating. I called back, and the same story repeated: more excuses, claims that they tried to reach my ex and that her number was disconnected (it wasn’t), and once again the promise that Jeff would contact me. Still nothing. On Liberty’s site they have a 100% accuracy guarantee and, in my case, they refused to honor it. They knew Roxanna was at fault and basically went quiet, maybe hoping we’d go away. That felt shady. Now for balance: Tracy and Tasha actually sounded like they cared and were professional on the phone, so I won’t slam every single person there. Also, after this mess I took my returns to other preparers and haven’t had any issues since — so it’s not like tax filing is inherently broken. In the end I stopped waiting on Liberty to make it right, got an honest firm to fix the paperwork and pay off what was owed, and that relief was real. It would have been so much better if Liberty had owned up, paid what they promised, and kept in touch. A well-run business would’ve done that and probably kept me as a customer. Instead, the lack of follow-through and the security lapse are why I won’t use them again.
Billed, Promised, Then Ghosted
I still remember staring at the stack of invoices on my kitchen table. Paid them all. Thought that was the end of it. Turns out it wasn't. I hired a local tax firm to handle my company and personal returns. The staff was polite at first. Then weeks went by with nothing filed. The CRA later told me the returns never showed up. That’s when the panic started. I called. I emailed. I got variations of “we’ll check” and one manager who seemed to dodge answers. The invoices kept coming, and some even had the exact same number on different dates. That felt sloppy, and honestly, a bit like someone covering tracks. When I asked for clarification they denied any mistake. The person who was supposedly handling my account stopped answering. I had to pay another accountant to fix things. So I paid twice for the same work. It cost money and a lot of time. I’ve used small firms before and had better luck, so this was extra disappointing. The worst part was the customer service — not helpful, defensive, sometimes flat out dismissive. I’m left worried about long-term consequences and annoyed that I had to do someone else’s cleanup. If you care about clear communication and actually getting filings done on time, be cautious. I get that mistakes happen, but the way this was handled felt careless. I wanted a partner. I got excuses and extra bills. Frustrating, and a lesson I won’t forget.
About Liberty Tax
Liberty Tax is a tax preparation company that provides individual income tax filing services through a network of franchised offices in the United States and Canada. Services commonly include preparation and e-filing of federal and state returns, support for self-employed filers, and options to file in person or with remote assistance. The company primarily serves individual taxpayers and small business owners seeking help with annual tax compliance. Liberty Tax operates as part of NextPoint Financial Inc.
This information is based on publicly available data and is provided for orientation purposes only.
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Last update: May 2026
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