Bailey Moore Glazer, Schaefer & Proto, LLP

Response to complaint received by the Revdex.com:Parties involved:Ms [redacted] – **Vincent JD [redacted] – VJDParties involved:Ms [redacted] – **Vincent JD [redacted] – VJD [redacted] – DMFormer Employee – FERespondent – John JM [redacted] ***, Managing Partner – JJMOur firm has been preparing the personal tax returns for [redacted] and [redacted] for four years The firm billed the [redacted] s $1,for the and return, $for the return and $for the return The accumulated work in process cost for these returns was $2,against the total billing of $2, Prior to the call from [redacted] ***, MrD [redacted] always dealt with [redacted] *** [redacted] and [redacted] are sisters We were engaged to prepare these returns because of a friendship relationship between DM and a former employee That former employee left the firm under very agreeable circumstances to work for a client that we continue to service[redacted] contacted VJD on November 27, concerned about the charges for the return preparation VJD told her that he needed to speak to DM before discussing the mater with her While VJD was never able to get confirmation from DM to speak to [redacted] he was able to satisfy himself that it was appropriate to speak to her.On December 27, VJD met with [redacted] and reviewed the internal work in process for the return with her At that time he offered to reduce the fee to the $billed for the prior returns At that time [redacted] became angry and began to complain about that fee as well.VJD asked why if the fees were an issue, did they ask us to continue to prepare returns for She did not respond to that question Whenever there is a disputed fee matter, we try to resolve the matter as amicably as possible In this case, due to the size of the fee VJD offered to reduce the fee to zero, and close the matter entirely They should contact someone else to prepare all future returns At that point [redacted] threw the check for $on the desk and stormed out.The check has not been cashed

From: [redacted] Sent: Monday, January 22, 2:PM To: [redacted] < [redacted] > Subject: Re: # [redacted] spoke with my dad and we will accept that solution and send a check for a fair amount as soon as we receive the check and new bill-thank u for your help- [redacted] ***

From: *** *** *** Sent: Wednesday, January 10, 11:AM To: *** Subject: Claim#*** I would like clarification on the response from the CPA firm-not sure what I am accepting or declining; however, there are also a couple of comments that I would like to make regarding the response-first -when I contacted him about the charge he never said he had to contact my sister he said he would look into the charges and call me back and never did; and second-there was nothing said about adjusting the bill and re-issuing a corrected bill-Vinnie just said “so what you don’t want to pay the bill-don’t Pay it”;and third when I was asked why we sent the taxes for preparation again, I did respond and said I would not have after being charged $for prior years but that was decided by my Dad and my sisterI am not sure what I am supposed to agree to but if they are not cashing the check and adjusting the bill, I would like the Check back and an updated invoiceAs I stated in the meeting with Vinnie, I am not saying we should not be charged for services for tax preparation but a reasonable amount for an year old man’s tax preparation-I will await clarification-thank you

From: [redacted] Sent: Monday, January 22, 2018 2:50 PM To: [redacted] <[redacted]> Subject: Re: #[redacted]   spoke with my dad and we will accept that solution and send a check for a fair amount as soon as we receive the check and new bill-thank u for your help-[redacted]

Response to complaint received by the Revdex.com:Parties involved:Ms. [redacted] – **Vincent J. D[redacted] – VJDParties involved:Ms. [redacted] – **Vincent J. D[redacted] – VJD[redacted] – DMFormer Employee – FERespondent – John J. M[redacted], Managing Partner – JJMOur...

firm has been preparing the personal tax returns for [redacted] and [redacted] for four years.  The firm billed the [redacted]s $1,200 for the 2013 and 2014 return, $600 for the 2015 return and $750 for the 2016 return.  The accumulated work in process cost for these returns was $2,468.66 against the total billing of $2,550.   Prior to the call from [redacted], Mr. D[redacted] always dealt with [redacted].  [redacted] and [redacted] are sisters.   We were engaged to prepare these returns because of a friendship relationship between DM and a former employee.  That former employee left the firm under very agreeable circumstances to work for a client that we continue to service.** contacted VJD on November 27, 2017 concerned about the charges for the 2016 return preparation.  VJD told her that he needed to speak to DM before discussing the mater with her.  While VJD was never able to get confirmation from DM to speak to ** he was able to satisfy himself that it was appropriate to speak to her.On December 27, 2017 VJD met with ** and reviewed the internal work in process for the 2016 return with her.  At that time he offered to reduce the fee to the $600 billed for the prior returns.  At that time ** became angry and began to complain about that fee as well.VJD asked why if the 2015 fees were an issue, did they ask us to continue to prepare returns for 2016.  She did not respond to that question.  Whenever there is a disputed fee matter, we try to resolve the matter as  amicably as possible.  In this case, due to the size of the fee VJD offered to reduce the fee to zero, and close the matter entirely.  They should contact someone else to prepare all future returns.  At that point ** threw the check for $750 on the desk and stormed out.The check has not been cashed.

We will return the check and rebill the account at the previous charge of $600.  If the client and his representatives are still not satisfied, they should pay what they think is fair, we will accept that.  We recommend that the client and their representatives seek other professionals for their 2017 returns.