Complaints
This profile includes complaints for RSM US LLP's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Complaints Summary
- 2 total complaints in the last 3 years.
- 1 complaint closed in the last 12 months.
If you've experienced an issue
Submit a ComplaintThe complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.
Initial Complaint
Date:07/03/2024
Type:Status:AnsweredMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
I did not approve soliciting from Sun Life, in fact I had opted out in the past.Sun Life's advisor *********************** via ************************* solicited me by phone, July 3 2024, for personal information.
Business Response
Date: 07/29/2024
Unfortunately, I'm not sure how RSM can help with this matter. ****** is a Finacial Planner with SunLife according to his LinkedIn profile and I'm not familiar with any connection between him or this matter and RSM. Certainly, if there is a connection I'm not familiar with I would like to learn more so we can address it on our end.Initial Complaint
Date:12/09/2022
Type:Status:AnsweredMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
I had used RSM as ************** with ******************************, CPA overacted. decade for my personal taxes and my Parents estate.I had tried now for 2 years to get a copy of the tax return for the estate filings that they had prepared.I am unable to close that estate Trust without these and had misplaced the last few years.I have tried to Contact ******************** on mant=y occasions and also let multiple voice mail messages without a response.I had tried multiple times with the office in Cherry Value with no return calls. I had also reached out to Corporate in *********** and they contacted the office and ******************** on my account and no response to date.I am trying to obtain those records so that I may close out the estate. Any assistance on your part will be greatly appreciated.Thank you.Business Response
Date: 03/30/2023
Thank you again for reaching out regarding the unanswered complaint regarding Case #******** and concerns expressed by ***************************. I was able to speak with our team and confirmed the team was in touch with ****************** on December 22, 2022 and have resolved this matter with him. Certainly if you hear of anything outstanding related to this let me know.
Regards,
*********************Customer Answer
Date: 03/30/2023
Complaint: 18552251
I am rejecting this response because:Although I received a call from the company not all issues were addressed including some additional tax return that were supposed to be finalized after an extension but I found out were not. I would be happy to discuss further with a principle of thecompanyThanks
Sincerely,
***************************Business Response
Date: 04/03/2023
The files ****************** is referencing are not associated with work RSM was retained to do. Our team was in touch with him this morning to clarify that disconnect and they will be following up again to offer any assistance we can to help him address his needs.
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.