Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below Firstly, I have engaged Focus CPA to provide advise, prepare tax returns, book keeping services as needed and payroll servicesFew points to note: They never provided advise on when to file advance taxes, Elections etcMr [redacted] in his response claimed that I did not do the election but There is no communication or advise from them on what I need to doIf I knew what to do, why would I need their servicesIn the end, I had to pay the penalties They did not prepare my tax returns on timeI have sent several reminder by email and phone calls and Mr [redacted] simply said "Tax forms are not available and we will file for an extension"If I am ready to provide all the information, why file an extension and in the end I had to pay for their filing charges (for extension), interests and penaltiesContrary to what Mr [redacted] mentioned in his response, I have provided the documents on 2/25/I have email trail showing that they only started working on my tax returns on 7/26/ As a part of payroll services, they never provided Quarterly Return Forms properly and on timeI have received multiple notices from both IRS and CA state about missing formsI later learnt that in spite of notifying and talking with them about my address change they kept sending all important communication at the old address and I never received itMy recent request for form was never received in the first place and they would like to charge for thatI have many emails showing that they did not send these forms in time They did not provide all the information regarding my business unless I ask for itI have no copy of California registration for my business that Mr [redacted] told me it was done and charged me for for thatThey were supposed to correct my company registration, provide articles etc which they never did Total Interests, Penalties, Charges are: 180+95+569+221+331+= $Focus CPA charges for filing the forms for late submission and penalty calculations: $ In short, they did not fulfill any of the responsibilities properly and I have ended up paying penalties, fines, Interest charges and losing time even now to fix the problems they created for meTheir total charge for filing my tax returns was $and I seek a complete refund of this and the penalties I had to pay to the state of California and IRS Regards, [redacted]
[redacted] ***: The complainant is wrong in his claim which you can discern from the information below. The taxpayer did bring his personal tax data as stated by him but filing of personal taxes are dependent on the filing of the Corporate tax return which is a S Corp return.... The taxpayer had not filed the S Corp election with IRS within the required period as prescribed by law and which we had to make amends which takes time. And we were still awaiting data and details of expenses till September 3rd 2013 and it is not till September 4th at 12:15PM does he come in with it. We have in our possession the communication with client to back it all up. All of his data was coming in piece meal with circular 230 precludes us from estimating and creating tax returns without substantiations. Since a K1 could not be generated without his Corporation return being filed there was no way we could complete his personal without doing the corporate return. Had we proceeded he would have to amend his personal tax return at that time. Now with regards to penalties and interest. These pertain to underpayment of taxes by him and when a taxpayer underpays he/she is required to pay these penalties and statutory interest. These estimates are due by January 15th of the following year as such his 2012 tax payments were due by 1/15/2013 and on that date we were not aware of what he need to pay as we had no data. Hence we cannot be held liable for both of the aforementioned issues. Considering he provides us with data on 9/4/13 and we turnaround and give him draft returns for his review by 9/6/13 in itself is fairly fast turnaround. Most CPAs, EAs, Accountants and likes of H&R Block will not entertain it till after the tax deadline. Corpotate filing deadline with extension was 9/15/13 and individual 10/15/13. Although we burnt the midnight oil and gave him the tax returns despite his delay on the contrary is commendable. He states in the complaint that he was provided filing copy to sign and mail and his client copy. Once clients are provided those as is the industry practice there is no way to control what they do with it. If it is lost by them or any tax agency we cannot be held liable and to provide additional copies there are costs associated with it such as labor, paper and toner etc and anything outside the norm the client needs to bear that cost and when we ask him for $100 we are being reasonable in coming up with that amount for in his case we had to provide him with two federal (personal and corporation) and two state. He refused to pay for these. A CPA's office is not bottomless pit where clients keep on losing their copies and replacement copies at no cost be provided. Then he demanded that we provide a soft copy (pdf) for him in addition to the copies provided. Industry practice is to either provide hard copies or pdf and we have chosen hard copies as most of our clients need that. To comply with his request it would mean incurring more cost in conversion to soft copy (pdf). And we cannot provide him access to out tax softwares if that is what he meant with soft copy. We do not do taxes on turbo tax. As far as the fees are concerned are reasonable for it included personal taxes, corporate taxes, S Corp filings, and assembling of data provided in shoe box method. Yes service providers do provide support for IRS queries that are not fault of theirs as in this case for a charge which he was not willing to pay and he should not his own tone and demanding attitude when he spoke with me. So we strongly feel that this claim and allegation is frivolous and vain and should not be given any credence. Regards [redacted] For Focus CPA Group, Inc.
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below Firstly, I have engaged Focus CPA to provide advise, prepare tax returns, book keeping services as needed and payroll servicesFew points to note: They never provided advise on when to file advance taxes, Elections etcMr [redacted] in his response claimed that I did not do the election but There is no communication or advise from them on what I need to doIf I knew what to do, why would I need their servicesIn the end, I had to pay the penalties They did not prepare my tax returns on timeI have sent several reminder by email and phone calls and Mr [redacted] simply said "Tax forms are not available and we will file for an extension"If I am ready to provide all the information, why file an extension and in the end I had to pay for their filing charges (for extension), interests and penaltiesContrary to what Mr [redacted] mentioned in his response, I have provided the documents on 2/25/I have email trail showing that they only started working on my tax returns on 7/26/ As a part of payroll services, they never provided Quarterly Return Forms properly and on timeI have received multiple notices from both IRS and CA state about missing formsI later learnt that in spite of notifying and talking with them about my address change they kept sending all important communication at the old address and I never received itMy recent request for form was never received in the first place and they would like to charge for thatI have many emails showing that they did not send these forms in time They did not provide all the information regarding my business unless I ask for itI have no copy of California registration for my business that Mr [redacted] told me it was done and charged me for for thatThey were supposed to correct my company registration, provide articles etc which they never did Total Interests, Penalties, Charges are: 180+95+569+221+331+= $Focus CPA charges for filing the forms for late submission and penalty calculations: $ In short, they did not fulfill any of the responsibilities properly and I have ended up paying penalties, fines, Interest charges and losing time even now to fix the problems they created for meTheir total charge for filing my tax returns was $and I seek a complete refund of this and the penalties I had to pay to the state of California and IRS Regards, [redacted]
[redacted] ***: The complainant is wrong in his claim which you can discern from the information below. The taxpayer did bring his personal tax data as stated by him but filing of personal taxes are dependent on the filing of the Corporate tax return which is a S Corp return.... The taxpayer had not filed the S Corp election with IRS within the required period as prescribed by law and which we had to make amends which takes time. And we were still awaiting data and details of expenses till September 3rd 2013 and it is not till September 4th at 12:15PM does he come in with it. We have in our possession the communication with client to back it all up. All of his data was coming in piece meal with circular 230 precludes us from estimating and creating tax returns without substantiations. Since a K1 could not be generated without his Corporation return being filed there was no way we could complete his personal without doing the corporate return. Had we proceeded he would have to amend his personal tax return at that time. Now with regards to penalties and interest. These pertain to underpayment of taxes by him and when a taxpayer underpays he/she is required to pay these penalties and statutory interest. These estimates are due by January 15th of the following year as such his 2012 tax payments were due by 1/15/2013 and on that date we were not aware of what he need to pay as we had no data. Hence we cannot be held liable for both of the aforementioned issues. Considering he provides us with data on 9/4/13 and we turnaround and give him draft returns for his review by 9/6/13 in itself is fairly fast turnaround. Most CPAs, EAs, Accountants and likes of H&R Block will not entertain it till after the tax deadline. Corpotate filing deadline with extension was 9/15/13 and individual 10/15/13. Although we burnt the midnight oil and gave him the tax returns despite his delay on the contrary is commendable. He states in the complaint that he was provided filing copy to sign and mail and his client copy. Once clients are provided those as is the industry practice there is no way to control what they do with it. If it is lost by them or any tax agency we cannot be held liable and to provide additional copies there are costs associated with it such as labor, paper and toner etc and anything outside the norm the client needs to bear that cost and when we ask him for $100 we are being reasonable in coming up with that amount for in his case we had to provide him with two federal (personal and corporation) and two state. He refused to pay for these. A CPA's office is not bottomless pit where clients keep on losing their copies and replacement copies at no cost be provided. Then he demanded that we provide a soft copy (pdf) for him in addition to the copies provided. Industry practice is to either provide hard copies or pdf and we have chosen hard copies as most of our clients need that. To comply with his request it would mean incurring more cost in conversion to soft copy (pdf). And we cannot provide him access to out tax softwares if that is what he meant with soft copy. We do not do taxes on turbo tax. As far as the fees are concerned are reasonable for it included personal taxes, corporate taxes, S Corp filings, and assembling of data provided in shoe box method. Yes service providers do provide support for IRS queries that are not fault of theirs as in this case for a charge which he was not willing to pay and he should not his own tone and demanding attitude when he spoke with me. So we strongly feel that this claim and allegation is frivolous and vain and should not be given any credence. Regards [redacted] For Focus CPA Group, Inc.