Strategic Financial Co. LLC The Old Bait and Switch / NO REFUNDS Van Nuys, California

My wife and I own an internet sales business, so we hired Strategic to do our taxes and other financial services at the price of $7,470.00 - this was in Oct. 2009. In May of 2010 we were contacted by there agent wanting us to buy there corporate credit course, which we didn't realize that we already had paid for in 2009 (about $3,000.00)

 This time he would offer it to us for $1,358.00 and throw in a "FREE OF COST" Living Will and Trust at no extra cost, so I let them charge it to my credit card. A few moths later I was going through our records and found that we had paid for Corp. Credit before, so I contacted Strategic about a refund for the doubled up service and was told "NO REFUNDS EVER"-- but I could file a charge back with my credit card and I might be able to get it back.

 When I did this they fought back by saying we had purchased the Living Will and Trust, not Corp Credit as we were told by their Rep.  Since we did not wish to purchase the Will & Trust, I continued the charge back, then Strategic sent us a letter saying they would drop all of the services we had paid for earlier as well,  but my credit card co.(Master Card) believed them calling it a "He said She said" situation and wouldn't go on with it.

Strategic has since agreed to let us continue their services as before.

I am retired and my wife works full time at a moderate wage job and being ripped for over $1,000.00 is hard for us to take. What ever you can suggest we do would be of great value to us. Thanks in advance.