Ramos Tax & Services - Madison, Wisconsin

Paige O.

Sara was very nice and very knowledgeable. She helped us a lot by answering our many questions.

D S.

I get the impression that Ramos Tax tax preparers mostly copy numbers from clients' tax forms into some tax software. I don't think that's a problem as long as that's understood to be the case before agreeing to pay for their services. I made the mistake of making assumptions about the service I hired Ramos Tax to provide and paid the consequences. I offer this information to hopefully avoid similar issues in the future.

Every year since tax year 2022 when Ramos Tax first prepared my taxes, I've been subject to a penalty by the IRS now totaling over $1000. I discovered this on my own and when I brought it to the attention of Ramos Tax, one tax preparer and the branch manager both didn't understand the issue, but they set the expectation that they would help correct the situation and pay me back for the penalties. Instead, they ghosted me for 2 weeks and when I finally managed to get a meeting with the branch manager, he denied all responsibility. At that point, I had already filed my taxes with a different preparer because Ramos Tax didn't contact me when they said they would and ignored my messages, so the only consolation I was offered was and empty apology and a credit for a free tax preparation service in the future. Needless to say, that is worthless to me.

For context, I made an excess contribution to an IRA simply knowing that I should be saving for retirement (my income is normally nowhere near the cutoff limit for IRA contributions, but I received an inheritance). I hired Ramos Tax with the expectation that they understand IRS rules/tax codes and that they'd be able to warn me of any issues and especially any penalties that could arise when preparing my taxes. However, the branch manager made it abundantly clear that he doesn't understand all of the basic rules of individual retirement accounts and that it's not the responsibility of any tax preparer at Ramos Tax to understand them.

freddychon V.

Gracias Sara Moreno por su paciencia y por contestar todas nuestras preguntas hoy. Thank you for your patience Sara Moreno, you answered all our questions and explained things in detail so that we could understand, very much appreciated!

Anastasia H.

Melissa took her time explaining the new process, very sweet, very patient 🙂

Jodie H.

Fraudulent notary practices. Charges $35 for something to be notarized when the state maximum is $5. Has been reported to WI Department of Financial Institutions.

AK

I don't really recommend this.. I tried 2 different person for the last 3 years and both did had a mistake inputing data. If there is something wrong happen, they will only let u call for IRS by ur self. Maybe work for u guys but not for me,
Won't back here again!

P B.

Thanks for the very good attention and I will be by again. You're location is terrific, so funny (I like you guys and I go shopping when I leave, Walmart, Woodmans, Gas). And that's how much you can save. Phil B

Edgar

I saw Ramos tax services while I was driving by and decided to make an appt yesterday 2/14/23. Front desk was helpful and Karen helped my wife and I submit our taxes and she was helpful and nice so now we’ll just wait for our tax return. I recommend this place to Spanish speaking or non Spanish speaking as well.