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ComplaintsforCorneliuson & Associates, Inc.
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Complaint Details
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Initial Complaint
06/13/2022
- Complaint Type:
- Sales and Advertising Issues
- Status:
- Answered
I hired Corneliuson and Associates in July 2021 to complete bookkeeping, and file corporate and personal taxes for 2020 and 2021. To date I have paid the firm over $10,000. As a part of the services I was to receive monthly financial reports as well. I repeatedly was told that I did not uplaod documents to their portal even though I did. The firm repeatedly claimed they had no access to my bank accounts when they were failing to log in and allowing log in credentials to expire. I received no monthly statement until last week when I demanded they cease working on my books. I have had to do my own tax research and they have pushed my questions off repeatedly until I send them links and then try to avoid the work. The copy of my corporate taxes I received had errors that I was able to identify as a lay person. I have had to retain a new accountant to file those as they cannot be trusted to be accurate. I still have not received a years worth of financial analysis, personal returns or one year of corporate returns. ( though the one year received cannot be submitted) I have asked for an accounting of work performed and have not received it.Business response
06/21/2022
The engagement was for:
2020-business tax returns & based on information in Quickbooks On-line (QBO). $3000 was allocated to this. As we started work, we found that bank accounts had not been reconciled since March 2020, so April 2020 December 2020 needed bank reconciliations, which we did. Monthly financial reports were not agreed to for 2020.
2020 business tax return was prepared & submitted to you for review, which is standard in any relationship. This return has not yet been e-filed per your request. But the work is substantially complete pending changes you identified.
2021 January June-6 months of data verification & reconciliations for $3,300 ($550/mo)-this work was completed
2021-July-December $750 per month for monthly financial statements/tax preparation, reasonable consulting this work was done - $4500
2022-January $750 collected work was partially completed. This has been refunded
2020 Personal Tax Return not completed. Need 2020 Business Taxes completed and filed first. No money was collected as this would be billed when completed. All submitted documents have been returned
2021 Personal Return same as above.
The $3000 check is for 2021 business taxes not completed for $2,250 plus $750 January 2022 fee
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Customer Complaints Summary
1 total complaints in the last 3 years.
0 complaints closed in the last 12 months.