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:08/01/2023

  Type:Product 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.

  I am either seeking the unfinished tax documents that ***** claim she has prepared and charged me for, or a refund of the $149 I was charged to prepare the taxes. At this point, I have no proof that she even worked on the taxes.In May I met with ******* husband regarding doing our personal and business taxes. I informed him at that time that I didn't have all of my financial records but the front office told me to bring what I had. He then advised that he would not put the paperwork through until I came back with the other documents. When I brought in the other documents, I advised that my prior accountant wasn't able to reconcile the monthly transactions of the year before and that the P&L was wrong. I then presented a spreadsheet with all of expenses attached. ***** states she looked over the documents and needed more information to complete the taxes. She asked for all of the receipts, inventory, starting balance, etc. This. was fine, but she said she needed them printed instead of the *** docs I readily had access to. There's a link on their website to upload documents but instead, she wanted me to print nearly 400 pages of documents. She then advised me that they charge $75 an hour for bookkeeping and review of those documents. At that point, I stated that I wasn't comfortable with continuing the services because reviewing those documents could take another 10 hours and I could possibly be charged over $1100 for taxes when I only paid their office around $230 for the same taxes and forms the year before. ***** then told me I would need to pay for the services rendered so I can receive my documents. I sent a check for the services, the check cleared and when I received my documents, it was only the paperwork I'd given her for the taxes. I never received any of the work ***** claims she did and I was charged $149 for ************** $150 for bookkeeping/review and $25 for the extension. But, I have absolutely no proof that the taxes were done.

  Business Response

  Date: 08/02/2023

  Taxpayer chose to first engaged in July of 2022 for tax preparations for the 2021 tax year which is already past the filing date.  Taxpayer had multiple  businesses documented  mostly on excel spreadsheets.   Business income is normally presented by use  of  accounting software for the financials to include income, expenses, cost of goods sold, etc.     Return was filed as prepared and client owed taxes on her business income.  It was recommended by me as well as tax preparer that she engage with professional bookkeeper to prepare her business financials. Client was also advised to perhaps start estimated payment if her business was going to grow in 2022.  Client chose to  engage with us again for her 2022 tax preparation in April 2022, just before filing or extension deadlines.  Taxpayer stated that the current financials, which were prepared by her bookkeeper, were not wholly accurate yet and revised financials would be provided.  Tax preparer began initial work on the return with provided financials.  Taxpayer provided updated information and initial return prepared.  Tax preparer advised the taxpayer of the amount of taxes owed for the business income. The taxpayer business revenue tripled in 2022 from 2021. Tax preparer expected the taxpayer to owe significantly more taxes with the data provided.  The taxpayer felt that that was wrong and too high to pay.  Taxpayer chose to engage her daughter to prepare and provide excel worksheets instead of of 'financial statements' for her businesses. Tax preparer reviewed the worksheets and entered the data which eliminated the taxpayers tax liability.  Tax preparer requested the documentation that supported such a significant change from the original financials presented.  Taxpayer became reluctant to provide supporting documents. Upon my review of the excel spreadsheets provided, there were significant errors in the excel worksheets.  I personally called the taxpayer to point out the errors and recommended a meeting.  The meeting was scheduled for Monday Aug 7 to discuss what is necessary to get an accurate final tax return completed.  Client subsequently decided (see email documentation provided), to disengage. Notice the taxpayers admission that the spreadsheets that were presented for the final return are not correct.

  We strive for excellence and accuracy of our work.  We can not prepare and submit a return with errored data. 

  A complete tax return was indeed prepared, albeit,  with errored data the  taxpayer provided. 

  Even though the work was done, I have decided to refund the taxpayers prep fee of $149 as requested. 

   

   

  Customer Answer

  Date: 08/03/2023

   
  Better Business Bureau:
  
  Although I will accept the refund of $149, I want to go on record that the company has told several untruths and are trying to paint a picture that I was either trying to avoid paying higher taxes or that I wanted them to file inaccurate tax records.  Nothing can be further from the truth and I do not appreciate them stating this. 

  "Tax preparer expected the taxpayer to owe significantly more taxes with the data provided.  The taxpayer felt that that was wrong and too high to pay.  Taxpayer chose to engage her daughter to prepare and provide excel worksheets instead of of 'financial statements' for her businesses. "This is a flat out lie.  I never received ANYTHING from the company to even begin to know what I would owe in taxes.  And I never said my daughter prepared excel worksheets INSTEAD of financial statements for my business. I actually provided the P&L statement from Quickbooks from my accountant and copied my accountant on the last 2 emails to ***********  

  "Tax preparer reviewed the worksheets and entered the data which eliminated the taxpayers tax liability.  Tax preparer requested the documentation that supported such a significant change from the original financials presented.  Taxpayer became reluctant to provide supporting documents."  This is another lie.  I never received anything that said my tax liability was eliminated.  Further, I have email evidence that I told ***** I would provide all of the vendor receipts and was willing to upload it to their online portal.  However, she asked me to print them all instead. It was then that I told her it was over 400 sheets of receipts and documentation.  She said it would be $75 an hour to go through those documents and AT THAT POINT, I became reluctant.  

  What a horrible way to do business.  I will make sure others know about this.

  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
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