ComplaintsforRosewood CPA Advisors

• Initial Complaint

  04/04/2023

  Complaint Type:

  Customer Service Issues

  Status:

  Answered

  More info

  After using this provider to file my taxes, I received a $520.00 penalty from the IRS. When I called the IRS, I was told that the CPA failed to file an extension form and this resulted in the penalty. The IRS employee suggested that I ask the accountant to pay the penalty. When I went to the office and later left numerous messages for the CPA who filed my tax form, I never had a contact from him. He apparently asked his office assistant, to call and tell me that they are looking into what happened. I had hoped that they would accept responsibility for the error and reimburse me for the amount of the penalty. I am very disappointed in this CPA and don’t feel that there has been any ownership of his oversight.

  Business response

  05/01/2023

  We filed an extension on behalf of ******** *******, and I had my Executive Assistant confirm to her the same as soon as she notified us that she had received a notice from the IRS about not receiving it.  I have had many dealings with the IRS on client matters over the years, and they DO NOT make statements on the actions of others.  When ******** stated in her complaint that the IRS said that "we didn't file an extension", I believe that what they said was that "they didn't receive one".  One comment is an accusation and the other is a statement of fact.  Since her extension was mailed, it is possible that it was lost in the mail.  Regardless of the reason the IRS didn't receive it, we acted immediately to write the IRS to tell them that the extension was filed, and we included a copy of the same asking that the penalty be abated. CPAs, especially with those who have a good reputation with the IRS like I do, are typically able to have such penalties abated.  It just takes time for the IRS to act.  My Executive Assistant left a message with ******** letting her know that we had done so.  In the meantime, ******** sent us several personal notes expressing her feelings that we didn't have concern about her case, that we didn't "own" our errors, and that we should essentially "be ashamed of ourselves".  She even stopped-by our office, which I believe was some time after she filed her complaint with you, and asked why we weren't doing anything about her case.  We restated the message we left her about what we had done and gave her a copy of the IRS letter which had been written.  She apologized for her disparaging notes that she had previously sent.  However, it appears that she didn't bother to retract her BBB complaint.  We didn't respond before thinking that she would have after coming to our office.  My experience makes me feel confident that the penalty will be abated because we acted professionally and filed her extension before the filing deadline.  The IRS evidently didn't get it, so we followed-up with them by letter to straighten-out the problem on ********'s behalf.  We acted completely professionally.

  Customer response

  05/02/2023

  The reason I am rejecting this explanation is because there are so many points that are simply false/untrue.   This even applies to the words in quotes.  It is only a rant.  There has been no real effort to solve the situation (I have not seen copies of the correspondence he refers to and the IRS says they haven’t either. 

  
  

      I have been told by the IRS (twice) that the accountant failed to file the extension and therefore I was penalized.  The first time I spoke with them, the IRS representative even suggested that I ask the accountant to reimburse me for the paid penalty, because the accountant failed me. 

  
  

  I reject the letter as it is not factual and also because it does not line up with the information I have gotten from the IRS. 

  
  

  ******** ******* 

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