1800Accountant

First we want to apologize to the client for any inconvenience she may have experienced but after reviewing her account, it looks like both her personal and business returns were prepared and filed.  The client’s membership also provides unlimited access to an accountant for questions but this...

portion of the service is rendered upon request and as the client stated, appointment were held for her.  Since services were rendered but there were a few missteps and the client was not fully satisfied, we are willing to offer the client a refund for just the monthly fees.  The client made seven payments of $29.99 which equates to a refund in the amount of $209.93.  As for the amount refunded on the client’s taxes that is based on numerous factors such as expenses, profits and losses and can only be fully determined once the client’s taxes are actually prepared.  We do inform client’s however that they can claim the amount paid to us as a business expense as long as their business is operational in the year that the service was purchased.  As stated above, we can understand the client’s frustration which is why we are extending a refund offer to her but services were rendered and/or available to her therefore a refund of the total investment will not be issued.  We appreciate your assistance regarding this matter and the client’s patience.

We have reviewed the client's account and want to inform you that we have completed the client's taxes on 9/**/2015 and sent it to the client to review in order for us to electronically file her return.  If for any reason penalties are incurred due to an error on our end, we will take care of...

it.  If the client has any questions regarding her taxes, we request that she contact us directly in order to communicate with her accountant.  We appreciate your assistance regarding this matter.

Hello [redacted],We have reviewed your account and it does appear that you do have both a business and personal return available for use with us as well as unlimited tax consulting.  You purchased the business return through Legal Zoom which we will be preparing and the personal return through us...

which we will also be preparing.  The accountant may not have seen this on your account and we do apologize for the inconvenience.  Please feel contact us at your earliest convenience in order to provide us with your tax related documents so that we can proceed with preparing your taxes.  Once again, we do apologize for the inconvenience and appreciate your patience.[redacted]1800Accountant - ###-###-####

We have reviewed this complaint and have determined that this client has already been refunded $1117.50 which he agreed to and accepted in writing. The client purchased a package that contained tax preps, unlimited tax consulting, and the client books program. Our server works with the national...

database of online banking institutes. The only bank accounts that will not sync with our system are banks that have updated their systems and they become incompatible with the nationwide database. This is out of the control of 1800 Accountant that his bank was a non participating institution. We would have been able to still render the tax prep services as well as the unlimited tax consulting the client paid for. We do have a 30 day cancellation procedure in that you must cancel within 30 days in order to receive a refund of any funds. However due to the client experience and frustration we did go above and beyond to offer the highest possible refund even though it is not within the cancellation terms. At this time the complaint has been resolved. Best Regards, 1800 Accountant

We are already resolving this with the client and we offered him an 85% refund which he accepted.  Since the client financed the services, we are waiting for an official statement from the finance company regarding what the client paid so that we can refund the correct amounts.  This...

should all be finalized in 2-3 business days.  We truly appreciate the client's patience and your assistance.

We have reviewed the client's account and have determined that the client is ineligible for a refund. This decision is based on our cancellation policy which was sent to the client and is available on the client's member portal on our website and was informed to the client during the initial sale. According to our policy " Many of our products and services are available on a subscription basis, which you may cancel at any time. In order to minimize any confusion, we can accept cancellations in writing ONLY. You can cancel by written notice to us by email [redacted]' or by sending us a letter to the address below. Cancellation will become effective as of the next monthly billing cycle following receipt. If you have purchased a service that requires your participation, such as filing  income tax returns or filing documents to establish a corporation, once  your service is correctly provided to you, you cannot cancel that previously provided service, even if you decide not to participate further. Refunds. Monthly fees are non-refundable prior to cancellation, and are NOT pro-rated for partial months. All refunds will be made using the same form of payment you used to pay the fees: If you paid via credit card, any refund will be credited to you the next monthly billing cycle following receipt of your cancellation notice. If you have paid any moneys your subscription Services will be considered activated. If you have activated the Services, you acknowledge that we will retain the first month's  charges. If you have purchased a service that requires your participation and we have yet to provide services you may request a full refundwithin 30 daysof activation. We may terminate all or part of your subscription with immediate effect and you will not be entitled to a refund, by giving written notice to you if you commit a material breach of any provisions of this Agreement, or a series of breaches of this Agreement, which when taken together amount to a material breach of this Agreement, provided that in the case of a breach, which is capable of remedy you fail to remedy the breach within fourteen (14) days of receiving a request to do so." Our records show that the client has not requested cancellation with us. The client's sign up date was 4/*/2016 which is after the 30 days which makes him ineligible for a refund. We suggest that the client follow up directly with us to find a resolution. Thank you for your assistance in this matter.  Thank you, [redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because: 1800 accountant provided a tool-VTA where I uploaded all the information about my income as an occupational therapist. I also provided the same information about my income as an occupational therapist in the conversation with their accountant. In addition to this I submitted my 2013 tax return that shows my income as an occupational therapist. I also submitted expenses for my business as an occupational therapist for 2014, which were used as a tax deductions calculated by 1800accountant. If the VTO failed to upload the document about my occupational therapy income 1800 accountant should have noticed the discrepancy and as a professional tax prep company should have questioned it. They had an obligation to inform me and ask for the documents if they were missing. VTA is a tool that 1800 accountant uses. It should be a reliable tool, and 1800 is responsible for the function or dysfunction of that tool. Please see attachment for additional information and correspondence with 1800 accountant.]
 
 
 
 
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]

This client's fee was already chargedback therefore the funds are now in the client's account.  We therefore request that this dispute be closed.  Thank you for your assistance regarding this matter.

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me and the matter has been resolved.
Sincerely,
[redacted]

We have reviewed the client's file and have determined that he is ineligible for a refund.  This decision is based on the fact that the client's taxes were completed and e-filed before the deadline (April [redacted]).  If the client has any questions regarding his taxes, we request that he...

contact us directly.  We do apologize for any inconvenience the client may have experienced and appreciate his patience and your assistance regarding this matter.

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and in that process, the business and myself have resolved the issue to both of our satisfaction.  The matter has been resolved.  They offered me a refund that I thought was reasonable after some discussions.
Sincerely,
[redacted]

We have reviewed the client's file and wanted to inform you that we completed the client's taxes and bookkeeping on April [redacted].  If the client has any questions related to the completed work, we request that they contact us directly.  Thank you for your assistance regarding this matter.

We will only be refunding three fees as we completed the client's books but were awaiting one other piece of information in order to finalize it.  We are also willing to send the client her statements but a full refund will not be refunded at this time due to the fact that the client's books were completed and we are trying to reach a middle ground by issuing a 75% refund.  If the client accepts the refund offer, we request that she inform us through the Revdex.com.  Thank you.

We have reviewed the client's account and have determined the resolution for this client is a refund of $895. Please direct the client to follow up with [redacted] Accountant directly for this refund. This decision is based on our cancellation policy which was sent to the client and is available on the...

client's member portal on our website [redacted] and was informed to the client during their initial sale. The cancellation policy is as follows: Cancellations. Many of our products and services are available on a subscription basis, which you may cancel at any time. In order to minimize any confusion, we can accept cancellations in writing ONLY. You can cancel > by written notice to us by email [redacted] or by sending us a letter to the address below. Cancellation will become effective as of the next monthly billing cycle following receipt. If you have purchased a service that requires your participation, such as filing income tax returns or filing documents to establish a corporation, once your service is correctly provided to you, you cannot cancel that previously provided service, even if you decide not to participate further. Refunds. Monthly fees are non-refundable prior to cancellation, and are NOT pro-rated for partial months. All refunds will be made using the same form of payment you used to pay the fees: If you paid via credit card, any refund will be credited to you the next monthly billing cycle following receipt of your cancellation notice. If you have paid any moneys your subscription Services will be considered activated. If you have activated the Services, you acknowledge that we will retain the first month's charges. If you have purchased a service that requires your participation and we have yet to provide services you may request a full refund within 30 days of activation. We may terminate all or part of your subscription with immediate effect and you will not be entitled to a refund, by giving written notice to you if you commit a material breach of any provisions of this Agreement, or a series of breaches of this Agreement, which when taken together amount to a material breach of this Agreement, provided that in the case of a breach, which is capable of remedy you fail to remedy the breach within fourteen (14) days of receiving a request to do so. Our records indicate the client did not cancel their membership until 5/**/16 which is after 30 days however we would like to provide the refund of $895 in good faith due to the client complaint and desire to cancel membership after the time frame that makes them ineligible for a full refund. We appreciate your assistance regarding this matter. Thank you, 1800 Accountant

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:

I also paid 950$ through my personal bank account in addition to the amount that was financed.  I have disputed this charge with my bank and will agree this resolution is satisfactory if 1800 accountants agree not to rebuttal my bank charge dispute.
 
 
 
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me and the matter has been resolved.
Sincerely,
[redacted]

We have reviewed the client's file and have determined that she is not eligible for a refund.  Our records show that we filed the clients personal taxes and also completed the clients business taxes.  The client's personal taxes were e-filed but we informed the client that her business...

return would have to be paper filed (mailed to the IRS). Since the work was completed, the client is no longer eligible for a refund. We do apologize for any inconvenience the client may have experienced and appreciate her patience.  If the client has any questions regarding her taxes, we request that she contact us directly.  We appreciate your assistance regarding this matter.

First we would like to apologize to the client for his experience as there is no excuse for lack of communication.  In regards to the client's loan, the reason why the client was approved for $1890 exactly is because that is the amount that we informed Behalf that the client would need for our...

services.  Also please note that the client's membership does not include payroll as the client's membership is only for estimated tax payments, tax preparation and unlimited tax consulting.  Since minimal services were rendered (some of which are delayed tax prep"or rendered upon request "tax consulting") we are willing to offer the client a refund minus a 20% administrative fee.  Once the client accepts the offer, we will inform Behalf to refund 80% of what the client paid.  We do apologize for any inconvenience this may have caused the client and we appreciate his patience and your assistance.

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is satisfactory to me and the matter has been resolved.
Sincerely,
[redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID# [redacted], and have determined that my complaint has NOT been resolved because:

I have already acknowledged that I would...

accept the 75% refund. Once I receive it, the claim will be closed.
 
 
 
 
In order for the Revdex.com to appropriately process your response, you MUST answer the question above.
Sincerely,
[redacted]