ATAX – Rockville Rd, IN

Name: ATAX – Rockville Rd, IN
Address: Avon, IN, 46123

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About

I help small business owners get their books cleaned up and stay on track going forward. Most of the people I work with aren’t “doing it wrong” — they’re just busy, and bookkeeping falls behind. That turns into confusion, stress, and problems at tax time. I fix that by: • Cleaning up messy or incomplete books • Setting up simple, reliable monthly tracking • Handling payroll so it’s done correctly and on time If you’re behind, unsure of your numbers, or just tired of dealing with it — I can get things organized and keep them that way. Indianapolis-based. Straightforward pricing. No judgment.

Overview

Serves Avon, IN

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3 employees

3 years in business

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Individual or sole proprietorship

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Sales & marketing

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Reviews

3.0

8 reviews

5

50%

4

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3

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2

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1

50%

Tom M.

Mar 4, 2024

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From Google

They refused to finish the taxes on a 99 year old ladies trust because they were upset that we wanted it done the same way it has been done for years except one. They apparently felt they knew more than the elder care attorney. They were rude and dropped it in the middle of everything because we were upset that they did not keep promises on time and did not return a phone call in a timely manner. We were giving them a second chance this year because they had messed up the year before. The owner promised it would be different this year. He was right. The difference is his rudeness and unprofessional actions. ADDED. The response below is simply not true. He is either ignorant of the conversation with my wife and his employee or he is simply not telling the truth. At no time did we refuse to bring in documentation. In fact my wife offered to show past returns that showed how it was do e in the past and your employee did not want to see them. You failed in your response to mention that you were not done at the time promised . You also failed to point out that you started out angry on the phone and were very rude. Difficulties can be resolved when you treat your customers with respect. You failed at that

ATAX – Rockville Rd, IN's reply

We are sorry that we could not resolve this issue and finish the Tax Return for you. I am not sure why Tom is leaving this review as my only communication was with Jan, the Daughter of the 99 year old lady. Since this is the first year that my firm has prepared the Trust Return and since Jan asked that we prepare it differently than last year, we asked for a copy of the Trust Document to read as we felt this was needed for our Due Diligence to the Trust. Unfortunately, Jan refused to give us the document and I felt that I had no choice but to withdraw from the engagement. We were finished with the return except for reading the document and printing. It is not that we think we know more than the Elder Law Attorney, we just wanted to see what the document said. Jan told me that if I did not complete the return that she would tell everyone that she knew and try to cause us trouble. She was true to her word on that. Again, we just wanted to make sure that the change that she wanted to make was within the wording of the Trust Document. Sincerely, Patrick Holloway, CPA

Jan M.

Mar 7, 2024

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From Google

Patrick, this is Jan Mullins and you are not telling the truth. No one asked to see the Trust. I offered to bring in the past tax info because we have been customers there for years. You did not want them. The trust had been done the same way for years as per our elder law attorney. Then last year, it was done differently. We decided to switch back to what it had been for the previous years. I told you and your employee that I could bring those in. At no time did you ask to see the trust. I had to leave a voice mail and 3 messages to Mark to get the tax preparer to return my call. She had the secretary call and leave a vm on Thursday to tell me she couldn't complete the taxes. On Monday, she finally called me back. This is a reflection of terrible customer service. It is really sad to see that you must tell something that isn't true to defend yourself.

ATAX – Rockville Rd, IN's reply

We're genuinely sorry to hear about your experience and appreciate your feedback. It's important to us that our customers feel heard and valued. We strive to provide excellent service and it seems we fell short in this instance. We'll take your comments into consideration as we work to improve our communication and customer service. Thank you for bringing this to our attention.

Rufina F.

Feb 6, 2026

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From Google

Very efficient and excellent.

ATAX – Rockville Rd, IN's reply

Thank you for your positive feedback! We're delighted to hear that you found our service efficient and excellent. We look forward to serving you again in the future. If you ever know someone who could use help with their taxes, we’d be happy to take great care of them too.

Kathy S.

Nov 14, 2022

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From Google

If I could give zero stars and still submit this I would. This place is a scam and con artist! Do not go there! They will steal your money

ATAX – Rockville Rd, IN's reply

Kathy, Sorry to hear of your past problems with the Tax Service. As of 10/1/2023 EDU Tax Advisors is now ATAX. My name is Patrick Holloway, CPA and I would like to discuss your past issues and try to resolve whatever happened.

Alan C.

Feb 3, 2023

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From Google

After many years of having EDU do our taxes, they failed to file our taxes last year (2021) after telling us that they did.They explained that "it just happens some times", then they refiled with the IRS and the State, but, our refund was delayed.When I asked the manager for a percentage refund due to their incompetence, he told me NO and to just not come back to them next year.

ATAX – Rockville Rd, IN's reply

Mr. Carnahan, We are very sorry to hear that this happened to you in the past. On October 1, 2023 ATAX officially took over EDU Tax Advisors. I personally am a CPA and have over 35 years of Tax Experience and would like to discuss the past problems and do our best to earn your confidence back. My name is Patrick Holloway, CPA and I can be reached at 317-209-1888. Please give me a call.

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Jessica Schlenker