ATS Tax And Financial Solutions, Inc.

Initial Business Response /* (1000, 5, 2015/01/21) */
ON 11/13/CLIENT CAME IN TO HAVE THE TAX RETURN PREPAREDADDITIONAL INFORMATION REGARDING DEDUCTIONS WAS REQUESTED TO COMPLETE THE RETURNON 11/24/CLIENT EMAILED THIS INFORMATION STATING THERE MAY BE MORE TO COMETHE OFFICE
WAS CLOSED 11/THRU 12/FOR THE THANKSGIVING HOLIDAYUPON RETURNING TO THE OFFICE THE EMAIL WAS RECEIVEDA DRAFT TAX RETURN WAS PREPARED PENDING FINAL DETAILSDURING THIS WEEK THE CLIENT CALLED DEMANDING TO PICK UP THE TAX DOCUMENTS SINCE THE ACTUAL RETURN WAS NOT COMPLETED, THE PREPARER ADVISED THE CLIENT THE TAX RETURN WAS PENDING FINAL DETAILS AND COULD BE READY IMMEDIATELY IF NO MORE DETAILS WERE TO BE PROVIDEDTHE CLIENT AGREED SHE HAD NOT PROVIDED THE ADDITIONAL DETAILS, AND SHE OKAYED THE TAX RETURN FOR REVIEW/PROCESSINGTHE TAX WAS COMPLETED ON 12-04-AND PICKED UP ON 12-05-AFTER FILING THE TAX RETURN, THE CLIENT NOTICED THE AREA CODE FOR THE PHONE NUMBER WAS ENTERED INCORRECTLY, A SIMPLE TYPOSHE DEMANDED WE AMEND THE TAX RETURNSHE ALSO DEMANDED WE CONTACT THE MIS-TYPED PHONE NUMBER AND MAKE AN APOLOGY TO THE UNKNOWN HOLDER OF THE PHONE NUMBERTHE PREPARER ADVISED AN AMENDED RETURN WOULD NOT BE JUSTIFIED BY THE IRS SINCE THE CORRECTION WAS NOT DIRECTLY CONNECTED TO A TAX CHANGE, AND ADVISED TO SEND A LETTER TO THE IRS REGARDING THE CORRECT PHONE NUMBER ALTHOUGH THIS INFORMATION IS RARELY USEDIT IS OUR POLICY AT ATS TO PROVIDE GOOD AND FRIENDLY SERVICE, BUT SOME CLIENTS HAVE THEIR OWN PERCEPTION OF WHAT THIS MEANSWE HAVE BEEN IN BUSINESS FOR YEARS AND HAVE BEEN ACKNOWLEDGED FOR OUR QUALITY SERVICE ON MANY OCCASIONSBUT IT REMAINS TRUE THAT YOU CANNOT PLEASE ALL OF THE PEOPLE ALL THE TIME
RESOLUTION - CLIENT IS REQUESTING REFUND OF PAYMENT FOR SERVICESPREPARER STATES THE PAYMENT WAS FOR THE PREPARATION OF THE TAX RETURNTHERE WERE NO TECHNICAL ERRORS MADE, AND THE FULL SERVICE WAS COMPLETEDSINCE THE DEMANDS FROM THE CLIENT WERE DUE TO A NON-CRITICAL ENTRY ON THE TAX RETURN (AN INCORRECT AREA CODE), NO REFUND WILL BE ISSUED
Initial Consumer Rebuttal /* (3000, 7, 2015/01/23) */
(The consumer indicated he/she DID NOT accept the response from the business.)
My request is not a personal attack on this business of 30years, however their ethics as stated in their website created a "perspective" and an implied contract that their "angel" concept was perhaps above a usual business operationFurthermore, their website promises to watch over and guide you, which is the same promise I received from the clerk on the phone during my initial conversationI appreciated her perspective
The specific concern here is to seek a mutually satisfactory resolution to fix their technical errorMy request was reasonable as it relates to the bigger issue of mistaken identity of a person located in Florida that was placed on my return(This is how identity theft starts)I shared that I had previously been a victim of identity theft and requested their support in filing the required formsThey dismissed my concern as to who should complete the tax forms,and my request for their cost of doing soI believe they are not offering support to rectify an issue, (potential penal code Infraction) they createdTheir response is not a reasonable reply given usual business ethics of Better Business code of ethics and standards
If a refund for lack of angelic service/resolution is not an option, perhaps they will limit promoting their offer of tax abyss support and angels that watch over you and guide you
I still believe recognition of their technical error is an opportunity to step up an offer at least a discount, and an honorable apologyI spent 1hour connecting with I.R.Sto correct their technical error
Obviously they promote misleading angel website perspective/ statements of providing mutually satisfying and long lasting relations
Is a disclaimer statement (limited angel perspective) perhaps a better option on the website for new customers?
Please reconsider a reasonable request for a refund of 1hour of their bookkeeping fee structure
3.Please send me a copy of the P.O.A I signed that they did not provide
Final Business Response /* (4000, 12, 2015/03/06) */
Final Consumer Response /* (2000, 14, 2015/03/11) */
3-10-
Sent via email:
*** I am looking forward to a successful closure of this matter and want to thank you for mediating the issues and sending emails
Thank you also for the point of reference back to your website, which brings me to say that those are the factors I focused on to open this caseDo you select the categories based on the facts?
Obviously
safeguard privacy was a large matter with their incorrect processing of my personal info and refusal to contact IRS to correct a potential identity theft for the person whose info they placed on my tax formsThey never responded to my request to process the required IRS documentsThe apology directed to me did not correct the matter because the person whose identity they originally placed on my forms was the person affected by their error, not me
Advertising honestly is a stretch for this firm especially when I inquired about the financial services I was told it was a service in the past
3.Honor promises of loyal service as advertised to build trust, and tell truth
I don't want to belabor the obvious any longer, as I remain positive that the issues have been duly noted and will perhaps educate consumers who refer to your website first to investigate the firm
Thank you for your commitment to business etiquette and valued service for the consumer
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