Quality Tax Services

7/17/ Consumer called and stated they are taking company into court

May 30, 2014
Dear [redacted],Thank you for the opportunity to explain my position regarding complaint [redacted]. First, I have been in business for myself just a little over 3 years; however I have over 20 years experience in Tax preparation, have never received a complaint against...

my integrity. I have worked in H & R Block for over 15 years, and I never received a complaint, this is truly my first of many.Which shows my level of efficiency, experience and integrity, in which I demonstrate each time meet with my clients, advice my clients or just assisting my clients? I truly regret that this situation between [redacted] and Quality Tax Services, LLC have taken place.
[redacted] is truly correct regarding the typo I made on her return. But she wasn't forth coming with how I stress to her and all of my clients the importance in reviewing the tax return and how imperative that you understanding whats on your return. [redacted] set with me as I prepared her return, I asked question, she answered question, when it was time to go line by line reviewing her tax return [redacted] insisted that she trusted me and its ok, I suggested to her, just like I suggest to all my clients review your financial documents, because we all make mistakes; however she continued to state how much she trusted me. (That I appreciate but this is her financial document and PEOPLE make mistakes) When I mention purchasing insurance for her return and that it would cost her $29.00, she declined it because she trusted me, of course I felt honored and I did my best. Unfortunately she received a notice from IRS regarding a $7000.00 mistake I was horrified and truly humbled and welling to do whatever could do to help her, so I offered to give her $500.00 toward the debt, and that she could make arrangements to make monthly payments and then allow the balance to be withdrawn from her next years tax refund, [redacted] and her Husband agreed. She appeared to be satisfied with the arrangement; however, the very next day [redacted] sent her husband back with the check, requesting that I make the full payment.
Knowing the law and the practice it would have been totally acceptable and with the integrity of my business in tack to just refund her the prep fee and pay the penalties, I was willing to do more. Ouality Tax Services, LLC is not liable for [redacted] debt to IRS. I tried to explain this to [redacted] husband but he stood firm on what his wife wanted.
Im truly saddened that this occurred but I refuse to pay anything towards her claim.

7/17/14
Consumer called and stated they are taking company into court.

Review: To Whom It May Concern: I Aretha D [redacted] am filing this complaint against Quality Tax Services LLC; tax preparer Antoinette MW Quick. On 2/6/13 Ms. Quick electronically filed my 2012 Federal and DC tax return forms; of which I received refunds for each that year. However in March of 2014 I received a Notice of Correction and Tax Bill for $1,542.00 for the year 2012. I called IRS and asked them about the tax bill, and they informed me that there was a difference of $7000 on my W-2: and what was filed. I asked IRS how I could resolve the tax debt, and they let me know that I would have to pay the full amount by the date due to avoid taxes and penalities. I also let them know that a tax preparer did my taxes, and they let me know that the preparer should have insurance to cover mistakes made in filing. I went over to Ms. Quick to see if we could get this tax debt settled,she pulled my file up on her computer; and seen the mistake she made. When I asked her what she could do to resolve this, she said money wasn't an issue. Ms.Quick took a minute thinking about it, and said she is going to have to get that insurance, then filled a check out for $500.00 she called a rebate she wanted to sign to me; which I told her to sign to Internal Revenue. I left with the check but had it returned to her the next, when I thought about our conversation and the fact, her saying I was responsible for checking the forms. The fact remains that I received a tax refund Federal and District in 2012, and had she done it properly we would not be having this conversation; nor would I owe for 2012. In finishing I also received a Tax Notice from the DC Treasuer as well for amount due them $391.38. This is unacceptable and bad business, and Ms. Quick of Quality Tax Services should pay me all tax debts paid. The amounts paid Federal $1,542.00 and DC $391.38 plus filing fees. Ms. Quick caused me financial hardship in that I had to borrow money to pay.Desired Settlement: Pay me all tax money paid IRS, DC Treasurer and filing fees,or go to court. The amount $1,542.00 and $391.38 plus filing fees.

Business

Response:

May 30, 2014Dear [redacted],Thank you for the opportunity to explain my position regarding complaint [redacted]. First, I have been in business for myself just a little over 3 years; however I have over 20 years experience in Tax preparation, have never received a complaint against my integrity. I have worked in H & R Block for over 15 years, and I never received a complaint, this is truly my first of many.Which shows my level of efficiency, experience and integrity, in which I demonstrate each time meet with my clients, advice my clients or just assisting my clients? I truly regret that this situation between [redacted] and Quality Tax Services, LLC have taken place.[redacted] is truly correct regarding the typo I made on her return. But she wasn't forth coming with how I stress to her and all of my clients the importance in reviewing the tax return and how imperative that you understanding whats on your return. [redacted] set with me as I prepared her return, I asked question, she answered question, when it was time to go line by line reviewing her tax return [redacted] insisted that she trusted me and its ok, I suggested to her, just like I suggest to all my clients review your financial documents, because we all make mistakes; however she continued to state how much she trusted me. (That I appreciate but this is her financial document and PEOPLE make mistakes) When I mention purchasing insurance for her return and that it would cost her $29.00, she declined it because she trusted me, of course I felt honored and I did my best. Unfortunately she received a notice from IRS regarding a $7000.00 mistake I was horrified and truly humbled and welling to do whatever could do to help her, so I offered to give her $500.00 toward the debt, and that she could make arrangements to make monthly payments and then allow the balance to be withdrawn from her next years tax refund, [redacted] and her Husband agreed. She appeared to be satisfied with the arrangement; however, the very next day [redacted] sent her husband back with the check, requesting that I make the full payment.Knowing the law and the practice it would have been totally acceptable and with the integrity of my business in tack to just refund her the prep fee and pay the penalties, I was willing to do more. Ouality Tax Services, LLC is not liable for [redacted] debt to IRS. I tried to explain this to [redacted] husband but he stood firm on what his wife wanted.Im truly saddened that this occurred but I refuse to pay anything towards her claim.

Consumer

Response:

7/17/14

Consumer called and stated they are taking company into court.