Wendy Ezell, PLLC

Met with Wendy Ezell on March 4th to engage her firm to produce the Trust taxes for my dad's Trust. This was for Federal and State Returns. I provided all the documentation at the initial meeting. That was the last communication I had with Ms. Ezell. I sent many emails and voicemails asking for status. On April 10th, I sent an email giving a deadline to either provide an exact date for delivering the returns or to return the documentation to me. The deadline passed on April 13th with no contact from Ms. Ezell. I terminated services on April 14th. I engaged another CPA firm to get things done. It was not until April 14th that she even responded to any email. Told her that she was too late and to return my documents. She still has not done either. Does not respond to any form of communications. I have filed a professional complaint with the State of Texas as this behavior is not acceptable.

We came here because of Dave Ramsey Endorsed Local Providers. Please read this and avoid coming here maybe check if there’s another local endorsed local provider. We had a horrible experience. They had us do the extension, and called us at 11:58pm the night it was due to “check and approve” we hardly had time to sign it before we had to turn it in much less check anything. Bottom line we are never using their services again and will be getting a second opinion.

Wendy is extremely knowledgeable about tax laws and was a tremendous help in preparing our return. I would highly recommend her.

Wendy Ezell and associates helped my husband and I file our personal taxes, and subsequently my business taxes for 2016. Although the junior associates did our taxes, we were assured that Wendy reviewed each tax return thoroughly. We always struggled with having good, clear communication between Wendy and her staff,but this became even worse after allowing her to do my Partnership 1065 for 2016 for my business. Prior to them filing our taxes, our Office Manager sat with their associates to review our accounting books extensively to be sure everything was in shape to do our taxes. However; when our CFO reviewed our 2016 taxes he discovered an approximately $100,000 discrepancy in our books within 30 minutes that Wendy missed, which meant we overpaid the IRS by over $30,000. When brought to her attention, she tried repeatedly to blame us for their mistake, taking NO accountability for the HUGE mistake. After the dust had settled from this, they sent us a bill for over $4,000 for the time and research it took them to realize the mistake our CFO found was in fact, accurate. Then about 30 days later, I was in need of a document from my PERSONAL tax return from 2016. Wendy refused to give me the document until the bill from my BUSINESS was paid in full. I spoke with her personally on the phone and told her that my business was separate from my personal accounts with her in which she stated that she did not care and would not give me the personal document until my business bill was paid. I told Wendy on the phone that this was extortion (as in it literally fits the legal definition) but to no avail. I have since removed ALL of my business accounts (3 in total) as well as my personal accounts from her office. DO NOT TOUCH THIS OFFICE WITH A 10 FOOT POLE, unless you would like to overpay the IRS. She has NO morals and no ethics.

We’ve been going to Wendy for several years. She does a great job with our taxes and she builds projections for the next year based on changes in the tax code. She’s easy to talk to, answers all your questions and gives great tax advice.