ComplaintsforFirm 1040
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Complaint Details
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Initial Complaint
05/22/2024
- Complaint Type:
- Order Issues
- Status:
- Unanswered
This year I used Cherie W. from FIRM1040 to get my taxes done. Besides canceling 2 appointments at the last minuet, I decided to give her the job on the condition that she return my tax documents to me after filing. She agreed and I dropped the documents off with her daughter by her office. She did the returns and contacted me for payment. I Paid her $325 with my credit card. signed the documents online and she filed electronically. A couple of weeks after that, there was a problem with the bank account that I gave her for my refund to direct deposit. The bank said " Your Tax Preparer can make an amendment for you and change it". I reached out to her about this and her response to me was " I did your taxes". Since she wouldn't help me, I had to work with the people at the bank to get the matter resolved. I have repeatedly called and asked about my documents and Cherie will not return any phone calls. Around the beginning of May, I got a letter from The State of NJ, Division of Taxation requesting that I send copies of some of the submitted documents like the W-2. I must send the documents before they will send my refund of $6,170. I emailed Cherie a copy of the letter expressing that I need those documents ASAP. I followed that email up with leaving a message for her explaining the issue and she still do not return calls. Although she agreed that she would return the documents to me, I asked when I can come and pick them up. I left messages asking when I can get my documents. No one gets back to me, I'm being ignored. I just want my documents back, weather I pick them up or she send them to me like agreed.
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Customer Complaints Summary
1 total complaints in the last 3 years.
1 complaints closed in the last 12 months.