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ComplaintsforPBS Accounting & Tax Solutions
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Complaint Details
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Initial Complaint
03/08/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Resolved
Business year 2021 PBS Accounting and tax services provides QuickBooks services for my small business. I pay a monthly subscription to this company. Their services provide updating my QuickBooks files on a yearly basis so that I can file my taxes. The tax filing is subcontracted to ****** CPA. PBS accounting was delinquent in never providing my updated QuickBooks information for tax year 2021. Thus my taxes were never filed for that year and I am delinquent in paying them. After numerous calls, emails, and phone messages from both me and ****** CPA the information is still missing. We are now into tax season 2022 and it’s imperative, I get these taxes filed. I will have fines to pay. Which I expect her company to cover.Business response
03/09/2023
The monthly subscription is for software (only) that is offered at a 50% discount as a courtesy and does not include any services. The 2021 clean up (paid separately as it is not covered in the software subscription) was done and reviewed with ****** in Aug of 2022. After that there were several items that needed to be addressed by ****** but remained unfinished as of Feb of this year at the customers end. ****** CPA did not file the 2021 taxes because they said they never heard from ****** in order to move forward but they did in fact have access to the file which we worked on and that was reviewed by ****** in Aug of 2022. We do not file the taxes in house and we have communicated to ****** everything we know about the books. We had to ultimately finish the work that remained undone at ******** end in order to move forward with the filing. We were not delinquent in getting the file to ****** CPA as they have direct access to it.I have been in contact with ****** and the tax preparer since we received notification from ****** that she wanted to move forward with filing the tax return and completed work that was left undone (as mentioned above). The tax preparer let me know that there were changes to the P&L at ******** end and that we would need to change that before he could file and that was done.We have responded to every email that we have received. I am unaware of any phone calls that have gone unanswered and will research at my end.We have offered both monthly and quarterly services to ****** numerous times in order to help her keep her books up to date and accurate but she has never engaged so the work we perform for her is on a project basis. This claim is unsubstantiated and false.
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Customer Complaints Summary
2 total complaints in the last 3 years.
0 complaints closed in the last 12 months.