Applegate & Associates

George Casey

Great

Stacey Honer

Extremely frustrated with Applegate Associates; namely Charles Applegate, who hasn’t returned a single call. I was referred to Applegate by a friend. Since 2020 was such a strange year and my husband’s and my income & joint return was a little more complicated than normal, I really wanted to have a tax pro handle our return to ensure it was done correctly. They gave me a very fair price ($125 for Federal, PA, AND NJ state return) which I paid on the spot, so despite the heavy odor of cigarettes, the dogs on the desk, and disheveled appearance, I left feeling confident that I had made the right choice in filing through them. That was on April 29th. Weeks went by and I kept checking the IRS “Where’s my Refund” tool but couldn’t get an update on the status of the refund. Some piece of information wasn’t correct. I tried to reach the office but couldn’t get through, over & over. Finally, while reviewing the paper documents from the return, I found it! - Charles had submitted our return with someone else’s SS# listed instead of my husbands. It wasn’t a typo, it was a completely different number. There were other discrepancies also: He didn’t seem sure of my maiden name vs. my married name, our correct address, etc. I called daily and left messages for WEEKS before finally reaching a lady who works alongside Charles. I believe her name was Linda. Very friendly and ultimately helpful, as she was able to confirm the mistake had been corrected at some point. Not sure when the correction was made, since Charles didn’t find it worthy of calling me back, and she couldn’t find a client name to go with the SS# that was incorrectly used on our forms, so good luck to that individual. It is now Sept 15th. We still have no idea when we will receive our Federal return, which is a significant amount. The IRS’ “Where’s my Refund” tool says it could be 16 weeks to process an amended return, but 16 weeks from what date? I have no clue when it was corrected and refiled OR how it was sent. I expected direct deposit for my NJ state return, but it came by paper check. We never received an e-notification that the IRS has received anything. I called Applegate & Assoc. again today and no answer. I think it’s time to retire, Charles. You clearly have no concern or regard for how you handle other people’s money.

Mary Blake

Best place to have your taxes done. They treat you like family. Would recommend to everyone!

c g

Charlie & his crew are great people.