ComplaintsforBooks, Taxes & More LLC

• Initial Complaint

  01/12/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I hired ************* to complete tax years 2021-2022 and to establish an S-CORP (at his guidance, I wanted an LLC) ********************* did not complete my taxes for 2021-2022 due to countless errors and incomplete analysis. ********************* did not set up an S CORP. I was charged $875.00 for these tasks to be completed and he did not complete any. He made me refile 2018-2019 and now the *** has flagged my account due to a possible identity theft. I explained this thourgoughly to ************* but he said it was never filed. Also *************** behavoir was inappropriate when he wanted hugs or discuss my personal life. I asked for a refund and he refused to have any further conversations after I finally told him that I was not happy. At one point ************* told me I was due 29K from the ***. The errors in his accounting was constant and I am now trying to clean up this mess he has made. I would like to be refunded $875.00 for services that were NOT provided in any way shape or form.

  

  Business response

  01/14/2024

  There are several inaccuracies in the complaint's statement of facts.   The fee's she paid were for analysis which was done including an analysis of transcripts that showed returns not being completed.  I recommended these be done and she agreed.  I have no ability to force anyone to do anything.  If she didn't want to have the returns done, she only had to say so.  

  As for the **Corp designation, there was not to be charged.  I was prepared to do it as a customer service.  She told me, in writing, not to do the **Corp paperwork and demanded a refund of the entire analysis fee.    Those fees are not refundable. The returns were done as needed based on the available information received from from the client.  From a point approximately one month after the initial engagement letter was signed, she was demanding refunds and making unwarranted accusations.  If she wishes a refund, she will be disappointed.  The Engagement Letter is clear.  If she would like to work out some other accommodation, she may call my office and we can have that discussion.

  I have had hundreds of very grateful, satisfied customers.  In each of these cases, the client was forthright with information and worked with us.  ****************** was not cooperative in the process which caused her problems that she wishes to blame on my company.

  Customer response

  01/17/2024

  Hello, 

   

  Please see attached the amount agreed upon for completing 2021 and 2022 taxes plus setting up a S CORP. ************* did not complete the taxes or register a S CORP on my behalf. ************* has clearly not adhered to his own contract. I have also attached two more complaints filed with the BBB in regard to ************* and further substantiate my claim. I was charged more than $100.00 for services that were NOT provided in any way shape or form. I would like to be reimbursed and hopefully will not have to pursue this in court. Please advise on next steps. 

  
  Thank you

  ***************************

  

  Business response

  02/14/2024

  In this complaint, complainant  admits work was done.  I don't guarantee satisfaction.  In my line of work, that is impossible.  I must act within the confines of the law.  Returns needed to be done per complainant's IRS transcripts.  I prepared the returns.  I also charge for initial analysis which I completed.   That complainant is upset is obvious.  Her complaint is factually inaccurate in more places than I have time to go into at this point.  The bottom line is that work was contracted for, work was done, work was paid for after review.  I have no further response for this complainant.  As far as I am concerned, this case is closed. 

  Customer response

  02/28/2024

   
  Complaint: 21138488
  
  I am rejecting this response because: I cannot accept the proposed resolution for several reasons. Firstly, I was significantly overcharged for services that were neither completed nor initiated. This breach of trust is unacceptable and undermines the integrity of our business relationship.
  Furthermore, ****************** mishandling of my tax affairs has caused substantial complications. Not only were my taxes left incomplete, but I was also compelled to refile previously completed returns due to errors on his part. Regrettably, this has resulted in the unnecessary red-flagging of my account with the **** raising concerns about identity theft and exposing me to potential penalties and consequences.
  Consequently, I've been forced to engage the services of a new accountant to rectify the mess created by **************. This unexpected expense, coupled with the looming consequences of late filings and missed deadlines, has caused significant inconvenience and financial strain.
  In light of these circumstances, I cannot consider the proposed resolution satisfactory. I respectfully request a more appropriate course of action to address the damages incurred and restore confidence in the handling of my financial affairs.
  
  
  
  Sincerely,
  
  ***************************

  

  Business response

  02/28/2024

  If there were errors, ***************** should have brought them to my attention in an honest and calm way, not by threatening emails and complaints.  I see this as an attempted extortion for services rendered and I won't respond to it in any way she will find acceptable.  I will say for the last time.  Services rendered require payment.  Dissatisfaction not discussed with me does not entitle one to a refund.  The bill should have been considerably higher for the services rendered.  I don't wish to hear about this case again.  I will take no action that involves me giving her one dime.  As far as I am concerned the case is closed and I'd appreciate the BBB accepting that as fact.

• Initial Complaint

  03/17/2023

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  Business owner (*****) prepared my Corporate and Personal tax returns.As an introduction, ***** made multiple errors while preparing my tax returns, which led to an increase in my liability by over $50,000. Despite my attempts to address these errors with him, ***** was uncooperative and unprofessional, and even suggested I pay him more. I also received a letter from the *** with penalties.DISCLOSURE OF INFORMATION ***** disclosed my tax information to a third party without my consent.DECEITFUL CONDUCT In response to my email requesting an explanation, ***** nullified and voided all contracts. When I asked him for a refund based on the nullification of the contract, he refused claiming he did not cancel contract. ACCESS TO FILES Upon my first email, ***** immediately closed the access to my tax files without my consent and later on, upon demand, only gave me access for one hour. When I requested access for more time, he refused. Now, all my files (corporate and personal) are locked with ***** and I don't have access to them.NOT RESIDENTS OF *************************** defense to possible legal action was that his contract states that I could only *** him in Georgia and that [he does not] think [I am] willing to come all the way to Georgia to lose a case where [I am] clearly in the wrong. ***** knew that I am a resident of ********** and that the tax return (both my and corporate) are ********** related. However, he still decided to move forward with taking my business only to claim later that I should *** in CA. In fact, because he voided and nullified the contract, I don't have to *** him in Georgia.THREATS OF CRIMINAL PROSECUTION AND ETHICAL VIOLATIONS Knowing that I am an attorney in CA, ***** portrayed my request for a refund as dangerously close to attempted extortion across state lines. He further threatened me with a California State Bar complaint and the **** He even went further threatening my reputation.

  

  Business response

  03/18/2023

  When a tax accountant is asked to perform tax preparation services, that accountant must rely on the client for timely and accurate information.  A return can only be as accurate as the information provided.  In this case, **********************, for whom I do not maintain the records had the responsibility to provide accurate information.  She also had the obligation to read the contract which she signed before signing same.  I would not think an attorney needs to be told this.  She was presented an invoice AFTER the work was done and she had as much time as she needed to review the return and either ask questions or provide other information, which she did. That is significant.  She paid the invoice of her own free will which would indicate satisfaction to some degree.  

  To say I demanded more compensation is a blatant lie.  She paid for the work done, had full access to the original and corrected returns for over a week.  Changes to documents came after her review and her discovering other matters pertinent to the return.  If there was an increase in her liability, it was based on the information she provided, much of which was sent at 9:00 PM in multiple emails, all of which had to be read and addressed as appropriate.  I have no idea if any of the information is correct and frankly doubt the veracity of said information because of the way it came to light.   

  She complains that my contract states that it will be governed by the laws of Georgia and that she is in **********.  As stated before, she had ample time to read, review and suggest modifications before engaging my services.  I have clients all over ***************** and overseas.  Every engagement letter contains the same verbiage.

  As to disclosing information to a third party, her fianc, she brought him into the conversation when she demand I refund money paid for work done in 2022 under a contract he signed.  As far as I know, she had no right to make such a demand and her increasing threats as illustrated in the email string she provided shows those threats.  Per the contract, I stopped all further work with her.  Her fianc's contract remains in force until the end of the month or until he cancels the same via notice to me or failure to pay for ******* work. 

  I communicated my feelings of being threatened at her threats.  I have never threatened her reputation.  I have no interest in her reputation as an attorney.  I performed work for which I was paid.  Her demands that I represent her before the *** is ludicruous.  I wonder if she would preform legal services for which she isn't paid.  I routinely represent clients before the *** and state departments of revenue, but only under contract and for a fee.  

  As to her access to files, the only files for which she didn't have the original documents were the return and she had access to those for well over a week.  Closing access to the secure portal in the case of a former client is an appropriate security measure especially when that client has engaged in threatening rhetoric. If she wishes to request work product for which she has paid, she has but to list them and I will send them to her.   

  Customer response

  03/22/2023

  Complaint: 19616071
  
  I do not agree with ****************** recollection of events. I am declining his response on numerous grounds, but for the sake of efficiency, I will focus on one particular reason. Specifically, I would like to emphasize that ************** himself cancelled and voided the contracts and declined to complete the preparation of the tax return which he did after the invoice was paid. As a result, the contract is now null and void, and services were not performed or completed as agreed upon. Given these circumstances, a refund is warranted. Furthermore, since ************** cancelled the contracts, the designated venue for dispute resolution specified in the contract is also void.

  I urge you to consider these points carefully and provide a satisfactory resolution to this matter.

  Thank you for your attention to this matter.
  
  Sincerely,
  
  ***********************************

  

  Business response

  03/22/2023

  ********************** claims the return wasn't done when in fact, her objection was during the client evaluation phase.  To evaluate the return, she had to see it, and had the opportunity to download it. She sent a number of new bits of information that affected the return.  I made the changes and advised ***********************  It wasn't until she started making demands for refund of monies paid for work that was done including work done for a different client.  She committed theft of services by claiming to her credit card company that I didn't prepare the return (see attachment) which is patently false.  It is true she wasn't happy with the result, but a tax accountant can not guarantee satisfaction and stay within the law.

  As I have stated previously, a return can only be as accurate as the data provided.  The completion of a tax return is a cooperative effort.  There is nothing in that report that could not have been fixed had ********************** adopted an attitude of full disclosure, openness and honesty.  She chose a different path.   

  I did what I was commissioned to do inline with the contract she signed.  She breached the contract.

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