Complaints

This profile includes complaints for Louis Plung & Co.'s headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Louis Plung & Co.

  444 Liberty Avenue # 900 Pittsburgh, PA 15222

• 

  Louis Plung & Co.

  #4 Gateway Center 9th floor Pittsburgh, PA 15222

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:06/25/2024

  Type:Service or Repair 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 used this company for tax preparation in the years 2020 and 2021. I am now being told those years need ammended as we paid too much in taxes. Unfortunately the fees went up for the tax preparation but the work was done incorrectly. It is now costing us mine with a short time to recover this possible loss. Its been over a week, multiple emails and no response. Hopefully you can help with this. Thanks

  Business Response

  Date: 07/11/2024

  We have sent a response to Mr. ********. Please see below for a copy of what was sent to him. Our response was sent to Mr. ******** at 4:29Pm on June 30, 2024

  We are awaiting his reply. Please ask him to reply to Mr. S******** with the requested information, if he wished to proceed

   

  Hi ******, we have not met before as I started here after
  you had moved away from the firm, but I am leading the tax group now and wanted
  to make sure I addressed your concern below. 
  
  I apologize these expenses were missed.  Looking at
  the old files from those years, it seems like your Schedule C Income/Expenses
  were handwritten notes rather than a full trial balance for the business, so I
  am not surprised some of these other expenses were missed.  Regardless,
  we’re happy to amend these 2 returns for you in order to claim those expenses
  and get those additional refunds for you.  If you can provide the totals
  of payroll taxes paid (perhaps your current CPA has already totaled those?),
  then we can add those payroll taxes to your deduction and re-run those 2
  returns for you.  Some of these can be determined from Erica’s W-2, others
  cannot so it’ll be easiest if you can provide us a summary/breakdown of the
  expenses.  Neither year can be e-filed at this point, but we can provide
  copies that you can mail into the IRS/PA/Local.
  
  Since these are items we could have discussed with you
  and/or caught at the time of filing, we’ll of course prepare these amended
  returns at no cost.  The 2020 return will need to be filed by 10/15/24 in
  order to qualify before the statute of limitations runs out.  Please
  provide those figures at your earliest convenience and we’ll get the amended
  returns taken care of.
  
  Thank you,
  Tom
  
  Tom S******** , CPA
  Partner
  phone: ************
  cell: ************
  fax: ************
  
  ******* *** ***** *** ****** ****
  *** *** ******** ****** **** ****
  *********** ** *****
  ******************
  
  From: ****** ********
  ********************* 
  Sent: Monday, June 17, 2024 5:13 PM
  To: *********** ****************************
  Subject: Note
  
  
  My wife and I were customer’s for tax preparation for tax
  years 2020 and 2021. Lastnight I spoke to my accountant and he let me know our
  2020 and 2021 taxes we prepared incorrectly. They should be amended or figure
  out a way to recover that loss.  
  
  Per our accountant:
  
  Erica's employer
  taxes for the salon were not reported by your prior preparer on either the 2020
  and 2021 return. 
  
  Essentially, the 941 taxes are paid 50% by the employer and
  50% by the employee (via paycheck deduction) so half of those should have been
  listed as Taxes on Erica's Schedule C. Also, the annual 940 taxes and UC-2
  quarterly unemployment taxes (mostly paid by employer), though smaller amounts,
  should have also been included. This amount would have subject to 15.3%
  self-employment taxes and regular income tax of roughly 10% in your case, so we
  would potentially get over $3k refunded for 2022 Federal and there would be a
  small refund for state and local as well. The amounts for 2020 and 2021, should
  you choose to amend, would be somewhat less due to payroll being a bit lower.
  
  
  We were very upset how our relationship transpired then
  abruptly ended with your company. Although the costs went up each year for the
  preparation, looks like the work was incorrectly filed.
  
  We are in a tough position and we could use all the help we
  can get. 
  
  If you could please get this to the correct person, we
  would appreciate it
  
  Please advise and reach out. Thanks
  
  
  Best,
  
  ****** ********
  *** ******* *********** ***
  **** ****
  ********** ****** *******
  ** ************
  ** *******************
  
  Please excuse the brevity
  and any spelling errors. This email was sent remotely.

  Customer Answer

  Date: 07/16/2024

   

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

  Since this correspondence, Tom with the company in question got all the preparation together with the appropriate changes and submitted everything back to me. It was completed quickly- thanks for your help!

  
  
  Regards,
  
  
  
  ****** ********