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Complaint Details
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Initial Complaint
04/05/2024
- Complaint Type:
- Product Issues
- Status:
- Resolved
Grassi has handled my tax accounting for many years. In August of 2023, I ended my relationship with Grassi and switched my accounting to ****** ***. At that time, it was agreed that Grassi would complete my 2022 returns and that would be the end of their services. Nonetheless, in October 2023, Grassi electronically filed, with bank debit request, a January 15, 2024 New York State estimated tax payment of $6625. This was electronically filed by Grassi as an Electronic Return Originator WITHOUT my signed authorization. New York debited my account in January 2024, at which time I learned that Grassi initiated this e-filing without my signed authorization as required. While I am not an attorney, I believe initiating a debit to someone's bank account, or charging their credit card, without authorization, is considered fraud.I exchanged a number of e mails with ***************** at Grassi since then, asking for an explanation and help in getting the unauthorized transfer refunded or at least some compensation for the loss of use of the money. I did receive replies but none of them substantive. In my last e mail, I offered to settle the matter for a payment of $600 to compensate for the loss of interest until NYS will refund the money, probably with the filing of my 2023 return in October, and a certification that Grassi will close all access to my accounts. I ask for your assistance in getting this matter to a fair conclusion without escalating it into a legal dispute. Many thanks.
Business response
06/24/2024
Grassi, renowned for its unwavering commitment to exceptional client care and satisfaction, is pleased to report that in response to ******************** complaint, we have informed him that as a matter of cooperation, we will agree to submit payment immediately to him for the $600 he requested as compensation for the loss of interest he experienced. While we were initially instructed to continue to file for him, we have chosen to prioritize our client's concerns and demonstrate our dedication to resolving issues promptly and fairly.
***********************
Marketing Director
****** * *** ****** ******* ************ ******* ************ ****** *******************************************************Customer response
07/08/2024
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.
Sincerely,
******* ******
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Get a QuoteCustomer Complaints Summary
1 total complaints in the last 3 years.
1 complaints closed in the last 12 months.