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Business Profile

Accountant

Kent D. Guy, CPA, LLC

This business is NOT BBB Accredited.

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  • Janet N

    Date: 08/09/2024

    **** prepared two 2020 final trust returns where I found errors during review. He assured me those errors were corrected before submitting to the **** However, this resulted in adjusted refunds from the *** for BOTH trust returns. The biggest issue is that the 2020 final personal return for decedent's Form 1040 did not include correct forms for the *** to issue refund. After a continued delay in receiving refund, I contacted the *** in 2022 (Covid was the reason for delay, according to ***). The *** then asked for missing Form 1310 (Statement of Person Claiming Refund Due to a Deceased Taxpayer) that I immediately submitted directly to the **** (Note: **** did NOT include this with the return and I was never made aware of needing that form until the *** brought it to my attention). Then, after many phone calls to the *** in 2022 and 2023, with no *** associates to provide me with answers about the refund, long "on-hold" calls, all dropped by the ***, I had tried for months and months and months to reach the *** about the issue, I had been trying to get an appointment with the local *** office for assistance without success. Today, 8/09/24, after two dropped "on-hold" calls with the *** (3 hours total), I reached an agent that said *** did not receive Form 56 (Assignment of Fiduciary/Trustee). This required form was also not included with the original return. Instead of trying to continue to do this by myself (after paying *************** a pretty ***** to process the final returns), I finally received confirmation of a face to face appointment with the local *** office to try and help with this preventable delay (4 years!) waiting for the *** refund so the trust account can be closed. I'm sure **** is competent when it comes to basic returns, but he really messed up the ones he did for me.

Kent D. Guy, CPA, LLC is NOT a BBB Accredited Business.

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