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Badger Bookkeeping & Tax Service

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Badger Bookkeeping & Tax Service Reviews (1)

All of my clients, including the one who filed this complaint, received a letter from me in early June.  The one addressed to this
client is attached.  
My records indicate the client has called on five occasions since April 15th:
On April 23...

at 9:09am I had not yet arrived in the office following a 7am outside meeting. Client was advised he would be called when taxes were ready; no indication of a callback request.
On May 2 at 1:10pm, I was at an offsite CE course.  Message I received was “Extension on return”; no indication of a callback request.
On May 6 at 10:47am, I was at Methodist Specialty and Transplant Hospital recovering from a cardiac catheterization that included placement of a stent.
On June 23 at 1:25pm, I was had a phone meeting scheduled at 1:30pm.  Having only one line, I did not want to tie it up.  Client was advised he would be called when taxes were ready; no indication of a callback request.
On July 28 at 2:50pm, I was in a meeting with another client.   The complaining client was advised that the receptionist didn’t believe the taxes were ready, he was told that I would be informed he called; no indication of a callback request.
I have truly been unavailable or out of the office when this client called. 
Further, there was no indication in the messages I received from any of the above interactions that the client requested his taxes be completed by a certain date or requested a copy of the extension, both of which are options offered in the letter, or on more than one occasion requested a call back.
In some views of the complaint, a desired settlement of “Complimentary Service” is noted.  This client was purchased as part of a book of business from a colleague on a commission basis.  I have a moral, if not legal, obligation to pay the commissions for this client as he did attempt to engage my services.  I cannot justify doing work for no charge and then paying money out of pocket to my colleague.  I would entertain a slightly different arrangement if this is what the client desires. Any solution acceptable to Badger Financial Services that includes us preparing the 2013 taxes would require payment for that service.
If the client wishes for me to prepare his 2013 taxes, I can have that completed within 48 hours of notification.

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Address: 7365 Merchant Ct Ste 6, Lakewood Ranch, Florida, United States, 34240-8446

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