Action Tax

Dear Revdex.com of San Diego, Thank you for following up with me, as I do not recall receiving a complaint from the Revdex.com of San DiegoI welcome the opportunity to respond to this ludicrous complaint I am providing my response to the and highly libelous complaint made against me and my tax firm on December 3, This client met with me on Tuesday August 26, 2014, and claimed it was too much for him to drive to my office in Irvine, so I made arrangements to meet with him near his home He requested a one hour consult (my office provides a free one hour consult for all clients that are new), which actually lasted just over two hoursAt the end of this meeting, the client wrote a check for $from his mother’s checkbook (not his own), and paid that as a nonrefundable deposit for an agreement to research his mother’s tax issues and determine which action or actions would be appropriate in handling her caseThe result was the IRS had a significantly slow response to this case, one because the client has a durable power of attorney for his mother, and the IRS is incapable of processing these correctly, and two, the information necessary to move forward with the engagement (information requested three times by the IRS) was extremely slow to come to meBy May 2015, I still did not have a complete understanding of his mother’s case, and could not provide any answers to the questions the client had By March 2015, I felt so bad about not responding to the client twice (it was tax season, and I have more than one client), I offered the remainder of services to him at no costOne June 2, 2015, the client disengaged with my firm with an email that was very clearly written to scare me into some kind of agreement to return moneyHe then began calling my other offices and harassing my staff, not realizing they work for meThis was, I assume, an attempt to complain to who he thought were my superiors So even after I gave him my time, and offered the remainder of the services for free and attempted to explain how the IRS works, he still felt the need to insult me, my firm, and the rest of my clients by saying how shocking it is that anyone trusts meWhat is interesting to me is that again, this man has made zero attempts to actually contact me for these documentsHe simply threatened a whole host of actions against me and has failed to even follow through on thoseIt is troubling that this world has become a place of public shaming by people of no integrity like this former client of mineHad he simply come to my office, this whole matter would never have risen to this level, but his behavior is precisely the reason why I have such a policy in place that clients must retrieve their personal documents in person and sign a waiver explaining that they have received everything they provided to this firm, and that they have no further claims on this firm Continuing the matter, I responded to a series of threatening emails from the client on June 4, 2015.On that day, I wrote to the client the following: Client: I will not waste any more time with youYou're no longer my clientAs far as your mother's documents, they will be ready to be picked up on or after June 10thIf you want them, come get themI will not be harassed further by youThey will stay in my office until you come and get them, or until years from the date you provided them elapses, at which time they will be destroyed per standard business practices.” This client never responded after that until October 1, He made zero attempts to contact my office to schedule an appointment and he never replied to that emailFinally, on October 1, 2015, almost exactly four months later, the client wrote what I am sure he thought was an outstanding masterpiece, and still never made any reference to coming in to get these documents: I wanted to reach out one final time in an attempt to both get my mom's tax documents back and to receive my $money back for services not being providedI have consulted with an attorney and they have informed me that there is no reason why my documents can not be sent to me via FedExI will give you days to respond, which is more than reasonable This request is my due diligence before I am forced to file suitMy address is (redacted address) My response to him: I have never refused to return your mother's documentsIt's a matter of formality to have clients and former clients sign a document releasing liability on the firm and confirming that you have received the documents you have requestedAs such, I am happy to provide you with your mother's documents and your refund when you come to sign the form and collect her documentsI will write to you when I am back in my office and provide you with a few available options in my calendar While there is no law that prohibits the firm from mailing your documents, we require this as a standard practice to protect your mother's personal information and to limit our liability should you decide in the future to claim we did not return the documents Perhaps you should provide the name of your attorney so I can discuss with him or her He responded to my email with: As I mentioned in my previous email, I wanted to do my due diligence before proceedingHaving dealt with this matter for more than a reasonable length of time, I find no reason to continue being further inconvenienced by your schedule I informed him once again that writing emails requesting the documents and then actually acting to schedule a time to get them are two different thingsI also felt the need to explain due diligence to him, as that is a term that suggests that one has exhausted explored every possible remedy and taken steps to achieve a result that he or she is happy withAll he has done until now is ask for the documentsHe made a request, to which I agreed and set forth terms he must meet in order for the request to be fully grantedI never refused to give him the documents I sent one last email before putting this aside again, in case he maybe came to his sensesOf course, he did not replyI also copied this letter into a document and sent it to him by registered mail to track the receipt of the letterHe still never respondedOn October 2, 2015, I sent this: I expected a reply to the second email I sent you yesterday, October 1, 2015, though at the same time, I am not surprised that you have chosen to ignore, as I am sure that course of action makes you feel somewhat vindicated in your behaviorYou have been given a simple remedy to your problem, and you refuse to accept itYour empty threats of legal action and your laughable scare tactic claim that suggests you hired an attorney (if you hired one, you would have provided the contact information that I have now requested twice) over a $dispute and some documents (that you could have resolved with less than an hour of your time and maybe $ in gas) have no basis You were notified that your mother’s documents would be ready for pickup on and after June 10, 2015, (email sent on June 4, 2015)The next communication I received from you was the threat of legal action on October 1, Once again, rather than take the steps necessary to close the issue, you have gone above and beyond to exacerbate it I have agreed to provide your mother’s documentsI have agreed to issue a refundThe only person withholding anything from you is yourself, as you are so stubborn, or lazy, or perhaps both, that you refuse to get in your car and make the less than minute drive to resolve this issue LET ME ALSO BE CLEAR that you are not entitled to tell me how to run my business, and you are not entitled to demand that I steer away from a procedure of my practice designed specifically to protect our clients (current and former)Let me also clarify that the law that governs the return of a client’s records by a tax practitioner does require that upon the request of the client, that the practitioner return the records promptlyHowever the law is silent on the method of delivery that is used to return such documentsIn other areas of the same regulatory document, the law also specifies that the practitioner need to maintain procedures designed to safeguard and protect his or her client’s personal information from being disclosed to unauthorized parties (had you actually done any due diligence, you would have stumbled across this important piece of information and realized that your ignorance and stubbornness has absolutely zero merit)As such, this firm adopted a procedure that requires a local client (generally a client within miles of the office) physically appear in this office to retrieve his or her documentsYou have been made aware of this procedure on several occasions, yet you continue to claim that this firm is withholding the documents and refundThe purpose of the procedure is twofold in that it also limits this firm’s liability from future claims should a client so choose to make one In closing, I would also like to point out that while you think you are doing due diligence, the fact that zero attempts were made by you to make arrangements to retrieve your mother’s documents and sign the waiver releasing us of any liability to you shows you clearly have notSkipping from the request for the return of the documents via angry emails to threatening legal action is NOT DUE DILIGENCE This will be the last communication you receive from me, as I am no longer liable to you until you take the necessary steps to do the aforementioned and come and obtain your mother’s documentsOf course, this preceding statement does not apply to any communication from you that demonstrates your compliance with this firm’s policy to physically appear in this office to retrieve your documents As a reminder, this office will be closed, and there will be no staff to access these documents after October 14, 2015, as I leave for New England on October 15, 2015, and will be there for two weeksI would also like to remind you that you must contact me to make an appointment to retrieve these documents and sign the waiverThis office is not staffed for waservicePlease also be aware that you must make your appointment between the hours of 9:AM and 4:PM, as those are the hours that I am available to meet with clients In closing, I believe this response is sufficient to see that this person’s claim has zero meritIt is nothing more than an angry temper tantrum because a little boy didn’t get his way Sending threatening and defaming messages is unacceptable PROPOSED RESOLUTION: I propose this person follow through and make the arrangements to collect these documents as requestedThey are ready for him to pick up, and they have been since June 10, They will remain there until June 10, 2019, at which point they will be destroyed in accordance with standard practice and applicable laws and regulations Furthermore, while I previously agreed to issue a refund for services rendered, I have removed that offer from the tableThe only resolution to this matter is this man making the proper arrangements to collect the documents he requested in personThis is to ensure the safety and privacy of his motherI will not refund his money, as he has forced me to spend more of my valuable time in attempting, in any way possible to resolve this matter, but has either ignored me or written to me stating he is getting ready to take legal actionHe then has the gall to state on public boards, where I have no recourse and will suffer because of it, that I am unprofessional and should be avoided at all costs (review Action Tax OC, Incon ***) I also demand that he remove any defaming posts from any public sites he visitedRecently two business owners (one in Virginia and one in Anaheim, CA) won cases against angry customers who did exactly what this person did to meI will be exploring my legal options as soon as this matter is settled However, if he agrees, in writing, to this ENTIRE proposal, I will be more inclined to not waste the time with that and just move on Sincerely, [redacted] , EA Owner, Action Income Tax OC, Inc / [redacted] Style Definitions */

Roman","serif Dear Revdex.com of San Diego, Thank you for following up with me, as I do not recall receiving a complaint from the Revdex.com of San DiegoI welcome the opportunity to respond to this ludicrous complaint I am providing my response to the and highly libelous complaint made against me and my tax firm on December 3, This client met with me on Tuesday August 26, 2014, and claimed it was too much for him to drive to my office in Irvine, so I made arrangements to meet with him near his home He requested a one hour consult (my office provides a free one hour consult for all clients that are new), which actually lasted just over two hoursAt the end of this meeting, the client wrote a check for $from his mother’s checkbook (not his own), and paid that as a nonrefundable deposit for an agreement to research his mother’s tax issues and determine which action or actions would be appropriate in handling her caseThe result was the IRS had a significantly slow response to this case, one because the client has a durable power of attorney for his mother, and the IRS is incapable of processing these correctly, and two, the information necessary to move forward with the engagement (information requested three times by the IRS) was extremely slow to come to meBy May 2015, I still did not have a complete understanding of his mother’s case, and could not provide any answers to the questions the client had By March 2015, I felt so bad about not responding to the client twice (it was tax season, and I have more than one client), I offered the remainder of services to him at no costOne June 2, 2015, the client disengaged with my firm with an email that was very clearly written to scare me into some kind of agreement to return moneyHe then began calling my other offices and harassing my staff, not realizing they work for meThis was, I assume, an attempt to complain to who he thought were my superiors So even after I gave him my time, and offered the remainder of the services for free and attempted to explain how the IRS works, he still felt the need to insult me, my firm, and the rest of my clients by saying how shocking it is that anyone trusts meWhat is interesting to me is that again, this man has made zero attempts to actually contact me for these documentsHe simply threatened a whole host of actions against me and has failed to even follow through on thoseIt is troubling that this world has become a place of public shaming by people of no integrity like this former client of mineHad he simply come to my office, this whole matter would never have risen to this level, but his behavior is precisely the reason why I have such a policy in place that clients must retrieve their personal documents in person and sign a waiver explaining that they have received everything they provided to this firm, and that they have no further claims on this firm Continuing the matter, I responded to a series of threatening emails from the client on June 4, 2015.On that day, I wrote to the client the following: Client: I will not waste any more time with youYou're no longer my clientAs far as your mother's documents, they will be ready to be picked up on or after June 10thIf you want them, come get themI will not be harassed further by youThey will stay in my office until you come and get them, or until years from the date you provided them elapses, at which time they will be destroyed per standard business practices.” This client never responded after that until October 1, He made zero attempts to contact my office to schedule an appointment and he never replied to that emailFinally, on October 1, 2015, almost exactly four months later, the client wrote what I am sure he thought was an outstanding masterpiece, and still never made any reference to coming in to get these documents: I wanted to reach out one final time in an attempt to both get my mom's tax documents back and to receive my $money back for services not being providedI have consulted with an attorney and they have informed me that there is no reason why my documents can not be sent to me via FedExI will give you days to respond, which is more than reasonable This request is my due diligence before I am forced to file suitMy address is (redacted address) My response to him: I have never refused to return your mother's documentsIt's a matter of formality to have clients and former clients sign a document releasing liability on the firm and confirming that you have received the documents you have requestedAs such, I am happy to provide you with your mother's documents and your refund when you come to sign the form and collect her documentsI will write to you when I am back in my office and provide you with a few available options in my calendar While there is no law that prohibits the firm from mailing your documents, we require this as a standard practice to protect your mother's personal information and to limit our liability should you decide in the future to claim we did not return the documents Perhaps you should provide the name of your attorney so I can discuss with him or her He responded to my email with: As I mentioned in my previous email, I wanted to do my due diligence before proceedingHaving dealt with this matter for more than a reasonable length of time, I find no reason to continue being further inconvenienced by your schedule I informed him once again that writing emails requesting the documents and then actually acting to schedule a time to get them are two different thingsI also felt the need to explain due diligence to him, as that is a term that suggests that one has exhausted explored every possible remedy and taken steps to achieve a result that he or she is happy withAll he has done until now is ask for the documentsHe made a request, to which I agreed and set forth terms he must meet in order for the request to be fully grantedI never refused to give him the documents I sent one last email before putting this aside again, in case he maybe came to his sensesOf course, he did not replyI also copied this letter into a document and sent it to him by registered mail to track the receipt of the letterHe still never respondedOn October 2, 2015, I sent this: I expected a reply to the second email I sent you yesterday, October 1, 2015, though at the same time, I am not surprised that you have chosen to ignore, as I am sure that course of action makes you feel somewhat vindicated in your behaviorYou have been given a simple remedy to your problem, and you refuse to accept itYour empty threats of legal action and your laughable scare tactic claim that suggests you hired an attorney (if you hired one, you would have provided the contact information that I have now requested twice) over a $dispute and some documents (that you could have resolved with less than an hour of your time and maybe $ in gas) have no basis You were notified that your mother’s documents would be ready for pickup on and after June 10, 2015, (email sent on June 4, 2015)The next communication I received from you was the threat of legal action on October 1, Once again, rather than take the steps necessary to close the issue, you have gone above and beyond to exacerbate it I have agreed to provide your mother’s documentsI have agreed to issue a refundThe only person withholding anything from you is yourself, as you are so stubborn, or lazy, or perhaps both, that you refuse to get in your car and make the less than minute drive to resolve this issue LET ME ALSO BE CLEAR that you are not entitled to tell me how to run my business, and you are not entitled to demand that I steer away from a procedure of my practice designed specifically to protect our clients (current and former)Let me also clarify that the law that governs the return of a client’s records by a tax practitioner does require that upon the request of the client, that the practitioner return the records promptlyHowever the law is silent on the method of delivery that is used to return such documentsIn other areas of the same regulatory document, the law also specifies that the practitioner need to maintain procedures designed to safeguard and protect his or her client’s personal information from being disclosed to unauthorized parties (had you actually done any due diligence, you would have stumbled across this important piece of information and realized that your ignorance and stubbornness has absolutely zero merit)As such, this firm adopted a procedure that requires a local client (generally a client within miles of the office) physically appear in this office to retrieve his or her documentsYou have been made aware of this procedure on several occasions, yet you continue to claim that this firm is withholding the documents and refundThe purpose of the procedure is twofold in that it also limits this firm’s liability from future claims should a client so choose to make one In closing, I would also like to point out that while you think you are doing due diligence, the fact that zero attempts were made by you to make arrangements to retrieve your mother’s documents and sign the waiver releasing us of any liability to you shows you clearly have notSkipping from the request for the return of the documents via angry emails to threatening legal action is NOT DUE DILIGENCE This will be the last communication you receive from me, as I am no longer liable to you until you take the necessary steps to do the aforementioned and come and obtain your mother’s documentsOf course, this preceding statement does not apply to any communication from you that demonstrates your compliance with this firm’s policy to physically appear in this office to retrieve your documents As a reminder, this office will be closed, and there will be no staff to access these documents after October 14, 2015, as I leave for New England on October 15, 2015, and will be there for two weeksI would also like to remind you that you must contact me to make an appointment to retrieve these documents and sign the waiverThis office is not staffed for waservicePlease also be aware that you must make your appointment between the hours of 9:AM and 4:PM, as those are the hours that I am available to meet with clients In closing, I believe this response is sufficient to see that this person’s claim has zero meritIt is nothing more than an angry temper tantrum because a little boy didn’t get his way Sending threatening and defaming messages is unacceptable PROPOSED RESOLUTION: I propose this person follow through and make the arrangements to collect these documents as requestedThey are ready for him to pick up, and they have been since June 10, They will remain there until June 10, 2019, at which point they will be destroyed in accordance with standard practice and applicable laws and regulations Furthermore, while I previously agreed to issue a refund for services rendered, I have removed that offer from the tableThe only resolution to this matter is this man making the proper arrangements to collect the documents he requested in personThis is to ensure the safety and privacy of his motherI will not refund his money, as he has forced me to spend more of my valuable time in attempting, in any way possible to resolve this matter, but has either ignored me or written to me stating he is getting ready to take legal actionHe then has the gall to state on public boards, where I have no recourse and will suffer because of it, that I am unprofessional and should be avoided at all costs (review Action Tax OC, Incon ***) I also demand that he remove any defaming posts from any public sites he visitedRecently two business owners (one in Virginia and one in Anaheim, CA) won cases against angry customers who did exactly what this person did to meI will be exploring my legal options as soon as this matter is settled However, if he agrees, in writing, to this ENTIRE proposal, I will be more inclined to not waste the time with that and just move on Sincerely, [redacted] , EA Owner, Action Income Tax OC, Inc

If you are small business...Do NOT use this company They put larger businesses needs ahead of yours They will still charge you the monthly fee, even when they haven't done any of the work and tell you that they didn't have time to work on it because of the larger account When asked to produce it, it became a fightI even paid upfront for my books to be done for and still have not seen them They are now stating I owed them more money and after firing them in December of 2017, took money from my account in August for services they did NOT perform in December and January

Dear Revdex.com of San Diego,
Thank you for following
up with me, as I do not recall receiving a complaint
from the Revdex.com of San DiegoI welcome the opportunity to respond to this
ludicrous complaint
I am providing my response to the and highly libelous complaint made
against me and my tax firm on December 3, This client met with me on
Tuesday August 26, 2014, and claimed it was too much for him to drive to my
office in Irvine, so I made arrangements to meet with him near his home
He requested a one hour consult (my
office provides a free one hour consult for all clients that are new), which
actually lasted just over two hoursAt the end of this meeting, the client
wrote a check for $from his mother's checkbook (not his own), and paid that
as a nonrefundable deposit for an agreement to research his mother's tax issues
and determine which action or actions would be appropriate in handling her
caseThe result was the IRS had a significantly slow response to this case,
one because the client has a durable power of attorney for his mother, and the
IRS is incapable of processing these correctly, and two, the information
necessary to move forward with the engagement (information requested three
times by the IRS) was extremely slow to come to meBy May 2015, I still did
not have a complete understanding of his mother's case, and could not provide
any answers to the questions the client had
By March 2015, I felt so bad about
not responding to the client twice (it was tax season, and I have more than one
client), I offered the remainder of services to him at no costOne June 2,
2015, the client disengaged with my firm with an email that was very clearly
written to scare me into some kind of agreement to return moneyHe then began
calling my other offices and harassing my staff, not realizing they work for
meThis was, I assume, an attempt to complain to who he thought were my
superiors
So even after I gave him my time,
and offered the remainder of the services for free and attempted to explain how
the IRS works, he still felt the need to insult me, my firm, and the rest of my
clients by saying how shocking it is that anyone trusts meWhat is interesting
to me is that again, this man has made zero attempts to actually contact me for
these documentsHe simply threatened a whole host of actions against me and
has failed to even follow through on thoseIt is troubling that this world has
become a place of public shaming by people of no integrity like this former
client of mineHad he simply come to my office, this whole matter would never
have risen to this level, but his behavior is precisely the reason why I have
such a policy in place that clients must retrieve their personal documents in
person and sign a waiver explaining that they have received everything they
provided to this firm, and that they have no further claims on this firm
Continuing the matter, I responded
to a series of threatening emails from the client on June 4, 2015.On that day,
I wrote to the client the following:
Client: I will not waste any more time with youYou're no
longer my client. As far as your mother's documents, they will be ready to
be picked up on or after June 10thIf you want them, come get themI will not
be harassed further by youThey will stay in my office until you come and get
them, or until years from the date you provided them elapses, at which time
they will be destroyed per standard business practices."
This client never responded after
that until October 1, He made zero attempts to contact my office to
schedule an appointment and he never replied to that emailFinally, on October
1, 2015, almost exactly four months later, the client wrote what I am sure he
thought was an outstanding masterpiece, and still never made any reference to
coming in to get these documents:
I wanted to reach out one final time in an attempt to both
get my mom's tax documents back and to receive my $money back for
services not being providedI have consulted with an attorney and they have
informed me that there is no reason why my documents can not be sent to me via
FedEx. I will give you days to respond, which is more than reasonable
This request is my due diligence before I am forced to file suitMy address is
(redacted address)
My response to him:
I have never refused to return your mother's documentsIt's
a matter of formality to have clients and former clients sign a document
releasing liability on the firm and confirming that you have received the
documents you have requested. As such, I am happy to provide you with your
mother's documents and your refund when you come to sign the form and collect
her documents. I will write to you when I am back in my office and provide
you with a few available options in my calendar.
While there is no law that prohibits the firm from mailing
your documents, we require this as a standard practice to protect your mother's
personal information and to limit our liability should you decide in the future
to claim we did not return the documents.
Perhaps you should provide the name of your attorney so I
can discuss with him or her
He responded to my email with:
As I mentioned in my previous email, I wanted to do my due
diligence before proceedingHaving dealt with this matter for more than a
reasonable length of time, I find no reason to continue being further
inconvenienced by your schedule.
I informed him once again that
writing emails requesting the documents and then actually acting to schedule a
time to get them are two different thingsI also felt the need to explain due diligence
to him, as that is a term that suggests that one has exhausted explored every
possible remedy and taken steps to achieve a result that he or she is happy
withAll he has done until now is ask for the documentsHe made a request, to
which I agreed and set forth terms he must meet in order for the request to be
fully grantedI never refused to give him the documents
I sent one last email before putting
this aside again, in case he maybe came to his sensesOf course, he did not
replyI also copied this letter into a document and sent it to him by
registered mail to track the receipt of the letterHe still never respondedOn
October 2, 2015, I sent this:
I expected a reply to
the second email I sent you yesterday, October 1, 2015, though at the same
time, I am not surprised that you have chosen to ignore, as I am sure that
course of action makes you feel somewhat vindicated in your behaviorYou have
been given a simple remedy to your problem, and you refuse to accept itYour
empty threats of legal action and your laughable scare tactic claim that
suggests you hired an attorney (if you hired one, you would have provided the
contact information that I have now requested twice) over a $dispute and
some documents (that you could have resolved with less than an hour of your
time and maybe $8.00 in gas) have no basis
You were notified that
your mother's documents would be ready for pickup on and after June 10, 2015,
(email sent on June 4, 2015)The next communication I received from you was
the threat of legal action on October 1, Once again, rather than take the
steps necessary to close the issue, you have gone above and beyond to
exacerbate it
I have agreed to provide your mother's documentsI have
agreed to issue a refundThe only person withholding anything from you is
yourself, as you are so stubborn, or lazy, or perhaps both, that you refuse to
get in your car and make the less than minute drive to resolve this issue
LET ME ALSO BE CLEAR
that you are not entitled to tell me how to run my business, and you are
not entitled to demand that I steer away from a procedure of my practice
designed specifically to protect our clients (current and former)Let
me also clarify that the law that governs the return of a client's records by a
tax practitioner does require that upon the request of the client, that the
practitioner return the records promptlyHowever the law is silent on the
method of delivery that is used to return such documentsIn other areas of the
same regulatory document, the law also specifies that the practitioner need to
maintain procedures designed to safeguard and protect his or her client's
personal information from being disclosed to unauthorized parties (had you
actually done any due diligence, you would have stumbled across this important
piece of information and realized that your ignorance and stubbornness has
absolutely zero merit)As such, this firm adopted a procedure that requires a
local client (generally a client within miles of the office) physically
appear in this office to retrieve his or her documentsYou have been made aware of this procedure on
several occasions, yet you continue to claim that this firm is withholding the
documents and refundThe purpose of the procedure is twofold in that it
also limits this firm's liability from future claims should a client so choose
to make one
In closing, I would
also like to point out that while you think you are doing due diligence, the
fact that zero attempts were made by you to make arrangements to retrieve your
mother's documents and sign the waiver releasing us of any liability to you
shows you clearly have notSkipping from the request for the return of the
documents via angry emails to threatening legal action is NOT DUE DILIGENCE
This will be the last
communication you receive from me, as I am no longer liable to you until you
take the necessary steps to do the aforementioned and come and obtain your mother's
documentsOf course, this preceding statement does not apply to any
communication from you that demonstrates your compliance with this firm's
policy to physically appear in this office to retrieve your documents
As a reminder, this
office will be closed, and there will be no staff to access these documents
after October 14, 2015, as I leave for New England on October 15, 2015, and
will be there for two weeksI would also like to remind you that you must
contact me to make an appointment to retrieve these documents and sign the
waiverThis office is not staffed for waservicePlease also be aware
that you must make your appointment between the hours of 9:AM and 4:PM,
as those are the hours that I am available to meet with clients
In closing, I believe this response
is sufficient to see that this person's claim has zero meritIt is nothing
more than an angry temper tantrum because a little boy didn't get his way
Sending threatening and defaming messages is unacceptable
PROPOSED
RESOLUTION: I propose this person follow
through and make the arrangements to collect these documents as requestedThey
are ready for him to pick up, and they have been since June 10, They will
remain there until June 10, 2019, at which point they will be destroyed in
accordance with standard practice and applicable laws and regulations
Furthermore, while I previously agreed to issue a refund for services rendered,
I have removed that offer from the tableThe only resolution to this matter is
this man making the proper arrangements to collect the documents he requested
in personThis is to ensure the safety and privacy of his motherI will not
refund his money, as he has forced me to spend more of my valuable time in
attempting, in any way possible to resolve this matter, but has either ignored
me or written to me stating he is getting ready to take legal actionHe then
has the gall to state on public boards, where I have no recourse and will
suffer because of it, that I am unprofessional and should be avoided at all
costs (review Action Tax OC, Incon [redacted])
I also demand that he remove any
defaming posts from any public sites he visitedRecently two business owners
(one in Virginia and one in Anaheim, CA) won cases against angry customers who
did exactly what this person did to meI will be exploring my legal options as
soon as this matter is settled
However, if he agrees, in writing,
to this ENTIRE proposal, I will be more inclined to not waste the time with that and just move
on
Sincerely,
[redacted], EA
Owner, Action Income Tax OC, Inc

Roman","serif";
mso-fareast-font-family:"Times New Roman"">Dear Revdex.com of San Diego,
Thank you for following up with me, as I do not recall receiving a complaint
from the Revdex.com of San Diego. I welcome the opportunity to respond to this
ludicrous complaint.
I am providing my response to the false and highly libelous complaint made
against me and my tax firm on December 3, 2015. This client met with me on
Tuesday August 26, 2014, and claimed it was too much for him to drive to my
office in Irvine, so I made arrangements to meet with him near his home.
He requested a one hour consult (my
office provides a free one hour consult for all clients that are new), which
actually lasted just over two hours. At the end of this meeting, the client
wrote a check for $200 from his mother’s checkbook (not his own), and paid that
as a nonrefundable deposit for an agreement to research his mother’s tax issues
and determine which action or actions would be appropriate in handling her
case. The result was the IRS had a significantly slow response to this case,
one because the client has a durable power of attorney for his mother, and the
IRS is incapable of processing these correctly, and two, the information
necessary to move forward with the engagement (information requested three
times by the IRS) was extremely slow to come to me. By May 2015, I still did
not have a complete understanding of his mother’s case, and could not provide
any answers to the questions the client had.
By March 2015, I felt so bad about
not responding to the client twice (it was tax season, and I have more than one
client), I offered the remainder of services to him at no cost. One June 2,
2015, the client disengaged with my firm with an email that was very clearly
written to scare me into some kind of agreement to return money. He then began
calling my other offices and harassing my staff, not realizing they work for
me. This was, I assume, an attempt to complain to who he thought were my
superiors.
So even after I gave him my time,
and offered the remainder of the services for free and attempted to explain how
the IRS works, he still felt the need to insult me, my firm, and the rest of my
clients by saying how shocking it is that anyone trusts me. What is interesting
to me is that again, this man has made zero attempts to actually contact me for
these documents. He simply threatened a whole host of actions against me and
has failed to even follow through on those. It is troubling that this world has
become a place of public shaming by people of no integrity like this former
client of mine. Had he simply come to my office, this whole matter would never
have risen to this level, but his behavior is precisely the reason why I have
such a policy in place that clients must retrieve their personal documents in
person and sign a waiver explaining that they have received everything they
provided to this firm, and that they have no further claims on this firm.
Continuing the matter, I responded
to a series of threatening emails from the client on June 4, 2015.On that day,
I wrote to the client the following:
Client: I will not waste any more time with you. You're no
longer my client. As far as your mother's documents, they will be ready to
be picked up on or after June 10th. If you want them, come get them. I will not
be harassed further by you. They will stay in my office until you come and get
them, or until 4 years from the date you provided them elapses, at which time
they will be destroyed per standard business practices.”
This client never responded after
that until October 1, 2015. He made zero attempts to contact my office to
schedule an appointment and he never replied to that email. Finally, on October
1, 2015, almost exactly four months later, the client wrote what I am sure he
thought was an outstanding masterpiece, and still never made any reference to
coming in to get these documents:
I wanted to reach out one final time in an attempt to both
get my mom's tax documents back and to receive my $200.00 money back for
services not being provided. I have consulted with an attorney and they have
informed me that there is no reason why my documents can not be sent to me via
FedEx. I will give you 30 days to respond, which is more than reasonable.
This request is my due diligence before I am forced to file suit. My address is
(redacted address).
My response to him:
I have never refused to return your mother's documents. It's
a matter of formality to have clients and former clients sign a document
releasing liability on the firm and confirming that you have received the
documents you have requested. As such, I am happy to provide you with your
mother's documents and your refund when you come to sign the form and collect
her documents. I will write to you when I am back in my office and provide
you with a few available options in my calendar. 
While there is no law that prohibits the firm from mailing
your documents, we require this as a standard practice to protect your mother's
personal information and to limit our liability should you decide in the future
to claim we did not return the documents. 
Perhaps you should provide the name of your attorney so I
can discuss with him or her.
He responded to my email with:
As I mentioned in my previous email, I wanted to do my due
diligence before proceeding. Having dealt with this matter for more than a
reasonable length of time, I find no reason to continue being further
inconvenienced by your schedule. 
I informed him once again that
writing emails requesting the documents and then actually acting to schedule a
time to get them are two different things. I also felt the need to explain due diligence
to him, as that is a term that suggests that one has exhausted explored every
possible remedy and taken steps to achieve a result that he or she is happy
with. All he has done until now is ask for the documents. He made a request, to
which I agreed and set forth terms he must meet in order for the request to be
fully granted. I never refused to give him the documents.
I sent one last email before putting
this aside again, in case he maybe came to his senses. Of course, he did not
reply. I also copied this letter into a document and sent it to him by
registered mail to track the receipt of the letter. He still never responded. On
October 2, 2015, I sent this:
I expected a reply to
the second email I sent you yesterday, October 1, 2015, though at the same
time, I am not surprised that you have chosen to ignore, as I am sure that
course of action makes you feel somewhat vindicated in your behavior. You have
been given a simple remedy to your problem, and you refuse to accept it. Your
empty threats of legal action and your laughable scare tactic claim that
suggests you hired an attorney (if you hired one, you would have provided the
contact information that I have now requested twice) over a $200 dispute and
some documents (that you could have resolved with less than an hour of your
time and maybe $8.00  in gas) have no basis.
You were notified that
your mother’s documents would be ready for pickup on and after June 10, 2015,
(email sent on June 4, 2015). The next communication I received from you was
the threat of legal action on October 1, 2015. Once again, rather than take the
steps necessary to close the issue, you have gone above and beyond to
exacerbate it.
I have agreed to provide your mother’s documents. I have
agreed to issue a refund. The only person withholding anything from you is
yourself, as you are so stubborn, or lazy, or perhaps both, that you refuse to
get in your car and make the less than 30 minute drive to resolve this issue.
LET ME ALSO BE CLEAR
that you are not entitled to tell me how to run my business, and you are
not entitled to demand that I steer away from a procedure of my practice
designed specifically to protect our clients (current and former). Let
me also clarify that the law that governs the return of a client’s records by a
tax practitioner does require that upon the request of the client, that the
practitioner return the records promptly. However the law is silent on the
method of delivery that is used to return such documents. In other areas of the
same regulatory document, the law also specifies that the practitioner need to
maintain procedures designed to safeguard and protect his or her client’s
personal information from being disclosed to unauthorized parties (had you
actually done any due diligence, you would have stumbled across this important
piece of information and realized that your ignorance and stubbornness has
absolutely zero merit). As such, this firm adopted a procedure that requires a
local client (generally a client within 50 miles of the office) physically
appear in this office to retrieve his or her documents. You have been made aware of this procedure on
several occasions, yet you continue to claim that this firm is withholding the
documents and refund. The purpose of the procedure is twofold in that it
also limits this firm’s liability from future claims should a client so choose
to make one.
In closing, I would
also like to point out that while you think you are doing due diligence, the
fact that zero attempts were made by you to make arrangements to retrieve your
mother’s documents and sign the waiver releasing us of any liability to you
shows you clearly have not. Skipping from the request for the return of the
documents via angry emails to threatening legal action is NOT DUE DILIGENCE.
This will be the last
communication you receive from me, as I am no longer liable to you until you
take the necessary steps to do the aforementioned and come and obtain your mother’s
documents. Of course, this preceding statement does not apply to any
communication from you that demonstrates your compliance with this firm’s
policy to physically appear in this office to retrieve your documents.
As a reminder, this
office will be closed, and there will be no staff to access these documents
after October 14, 2015, as I leave for New England on October 15, 2015, and
will be there for two weeks. I would also like to remind you that you must
contact me to make an appointment to retrieve these documents and sign the
waiver. This office is not staffed for walk-in service. Please also be aware
that you must make your appointment between the hours of 9:30 AM and 4:30 PM,
as those are the hours that I am available to meet with clients.
In closing, I believe this response
is sufficient to see that this person’s claim has zero merit. It is nothing
more than an angry temper tantrum because a little boy didn’t get his way.
Sending threatening and defaming messages is unacceptable.
PROPOSED
RESOLUTION: I propose this person follow
through and make the arrangements to collect these documents as requested. They
are ready for him to pick up, and they have been since June 10, 2015. They will
remain there until June 10, 2019, at which point they will be destroyed in
accordance with standard practice and applicable laws and regulations.
Furthermore, while I previously agreed to issue a refund for services rendered,
I have removed that offer from the table. The only resolution to this matter is
this man making the proper arrangements to collect the documents he requested
in person. This is to ensure the safety and privacy of his mother. I will not
refund his money, as he has forced me to spend more of my valuable time in
attempting, in any way possible to resolve this matter, but has either ignored
me or written to me stating he is getting ready to take legal action. He then
has the gall to state on public boards, where I have no recourse and will
suffer because of it, that I am unprofessional and should be avoided at all
costs (review Action Tax OC, Inc. on [redacted]).
I also demand that he remove any
defaming posts from any public sites he visited. Recently two business owners
(one in Virginia and one in Anaheim, CA) won cases against angry customers who
did exactly what this person did to me. I will be exploring my legal options as
soon as this matter is settled.
However, if he agrees, in writing,
to this ENTIRE proposal, I will be more inclined  to not waste the time with that and just move
on.
Sincerely,
[redacted], EA
Owner, Action Income Tax OC, Inc.