Complaints

The 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:05/16/2023

  Type:Billing Issues
  Status:

  ResolvedMore 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.

  We used DeCaprio CPA & Associates for our business & personal taxes for 2021 & 2022. We had numerous issues with our preparer providing contradicting tax advice - like when we were told that we couldn't amend errors in our previous sales & use returns & then months later were told we in fact could. In expressing our frustrations, we often we received snide, unprofessional responses.
  
  I never received my 2020 return, which was handled by a different tax professional. On 1/6/23 in a tax planning meeting, I mentioned that I needed to call the state to resolve my 2020 return. DeCaprio CPA & Associates offered to call the state to track down this return for me because they had a direct line for tax professionals and could get it done quicker. They never communicated that there would be an additional fee to do so, and they had an opportunity to communicate that there was a fee and how much that fee was via 2 meetings, 1 phone call, and numerous emails from 1/6/23 to 4/11/23. In the time in between, they even had me sign a POA, and still didn't communicate any fees.
  
  On 5/16/23, we received a bill for $185 for this return. This fee amounts to 32.5% of the total $570 return. It took 3 months for our preparer to:
  - call the state and find out that they didn't have my 2020 return
  - import the data from my 2020 return, because they had told me it was already prepared
  - submit the return to the state
  
  Had they communicated the fee from the start, I would have proceeded in handling this on my own, and would have contacted my previous preparer to get this resolved.
  
  In expressing our frustrations, the preparer refused to acknowledge their lack of communication, and insisted that if I should be upset with anyone, it should be my previous preparer (which is a separate issue).
  
  I would like my $185 back, but more than anything I want people to be aware of the lack of professionalism, communication, & organization from this firm.
  
  Account No. ****
  Statement No. *****

  Customer Answer

  Date: 06/20/2023

  Hi *******,

   

  I hope that this message finds you well. I received an email that the case was marked as unanswered. We did reach a resolution via email, and the firm did honor the agreed upon credit for the $185.00 in question. Though I have one more outstanding payment with them on July 15^th, I think we can close this case / make note of the fact that it was resolved outside BBB because we already received the credit / refund for the $185.00 from the surprise bill.

   

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