Barton CPA

Initial Business Response /* (1000, 5, 2016/01/13) */
Mr ***, *** *** and *** *** met at our office on 9/10/A rough estimate at that meeting was $350-$for the returnsPrimary contact was *** *** which occurred via email on 10/10/Return was more intensive than
originally quoted due to the fact that additional schedules were required to report income from foreign sources already reported on his Canadian tax returnOn 12/14/15, our preparer met with the clients to review and sign tax returnsClients were satisfied with services and made no complaintsClients were billed only for time spent on the completion of the return with no increaseClients were initially sent their invoicesUpon sending the second time questions were asked to which we responded

Initial Business Response /* (1000, 5, 2016/01/13) */
*** ***, *** *** and *** *** and met at our office on 9/10/A rough estimate at that meeting was $350-$for the returnsMr*** was contacted via email 10/6/and 10/7/to get answers to questionsReturn was more
intensive than originally quoted due to the fact that additional schedules were required list time spend in the US, dates entered, bank accounts, additional form 8840, and other requirementsOn 12/14/15, our preparer met with the clients to review and sign tax returnsClients were satisfied with services and made no complaintsClients were billed only for time spent on the completion of the return with no increaseClients were initially sent their invoicesUpon sending the second time questions were asked to which we respondedI was able to offer Mr*** an almost 10% discount as an accommodation - we took a loss on the return