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ComplaintsforJohn J Davis Cpa Pl
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Complaint Details
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Initial Complaint
07/27/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
Mr *********************** did 2023 taxes. ************ when inquiring about his approach.; When I requested a correction on the tax (incorrect address), again repeated that I am wasting his time, that was E filing and couldn be done. He could have sent a form with the correction. He is failing his fiduciary duties as a CPA.'tBusiness response
08/25/2023
**************** was a new client to the firm for 2022 tax work. He requested we do an extension for his return. At the end of May, **************** dropped off his supporting documents for 2022. We prepared and completed the return on June 22, 2023. On June 23, Mr. ********************** and **************** met to review the return, answered questions. At the end of the meeting, **************** signed the **** and approved the **filing of his 2022 tax return. We completed the **filing. In the week that followed, **************** reached out multiple times via email and phone calls for questions and request changes to his address from South to North. As the return had already been reviewed, approved and **filed, Mr. ********************** requested Mr. ************ list his questions in one concise email so that he may review and respond. It is the responsibility of the client to review the prepared return. We are happy to make adjustments as needed but the client has the responsibility for reviewing the information before signing **file documents. At this time, we are still awaiting a response from **************** with a list of his questions so we can address them.Customer response
08/25/2023
Complaint: 20384014
I am rejecting this response because:
Sincerely,
*************************
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Contact Information
Customer Complaints Summary
1 total complaints in the last 3 years.
1 complaints closed in the last 12 months.