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  • Report:  #1435483

Complaint Review: Santa Barbara Tax Product Group - San Diego California

Reported By:
TaxAnger123 - Dallas, Texas, United States
Submitted:
Updated:

Santa Barbara Tax Product Group
San Diego, California, United States
Web:
https://www.sbtpg.com/
Categories:
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I submitted my 2017 tax return through TurboTax on February 27, 2018. I received an email from SBTPG (which is a company that I had previously never heard of before) on March 8 saying that my account “has been placed on hold” due to “unusual account activity” and the email from SBTPG requested that I send a U.S. government issued ID to release the hold. I sent a follow up email to SBTPG on March 12 (at 7:21PM CT) asking for clarification on what the “unusual activity” was, and promptly received a response on March 13 (at 10:20AM CT) saying “Your account was flagged by the IRS and we were instructed to verify your identity.” The IRS website says that my refund was approved and sent to “my bank” on March 14. I tried calling SBTPG multiple times (using the number provided on their website for people who “prepared your own return”) and each time (March 9, March 12, March 20, March 21), the company played an automated message (referring me to their website) and then hung up the call without giving me the opportunity to actually speak with anyone on the phone. I sent another follow up email to SBTPG on March 20 asking for a phone number so that I could speak with someone at SBTPG on the phone about getting my refund, and have yet to receive any response (despite receiving a confirmation email on March 20 that my “request has been received and is being reviewed by our support staff.”) I called TurboTax three different times between March 20 and 21, and was told on March 20 by TurboTax that SBTPG was holding my refund because of a “security measure” due to “amount of the refund… because it’s so big.” According to TurboTax, the person they spoke with over the phone at SBTPG did not mention anything about “unusual activity” or the IRS. I would like SBTPG to send my refund to my bank account (as requested in my tax reform paperwork) immediately.



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