Bender's Bookkeping and Tax Service

May 12, Dear *** ***,
Enclosed please find my response to the consumer complaint that was filed with The Revdex.com on April 29, The complainant was a client since tax year 2009-Our Privacy Policy is posted in our lobby and also
provided to all clients at time of tax preparationWe also have it posted in our lobby that we do not give client information to anyone that is not listed on the returnUnless they have a Power of Attorney or Letters of Testamentary showing that the individual may act on the behalf of the estate and/or individual we only speak to the client listed on the returnTherefore the complainant's statement that she or her mother wanted to know any information on another client’s return was refused by my officeIf a call was placed to the complainant it was because that was the contact number the client left on our Client Information Sheet, however, information would not be given to anyone but the individual(s) listed on the return or a message left for the client to please contact the office.PA Department of Revenue has changed their procedure and are requesting letters from employersThis change was stated in a brochure published by PA Department of Revenue with a revision (02-15) (which means February 2015) at the time of preparation, PA Department of Revenue did not publish that they would be requesting letters from employers to substantiate employee's unreimbursed expensesI could not have told the complainant about obtaining a letter from the employer at the time of tax preparation of their past tax returnsI follow the guidance of the taxing authorities on all preparationI review with the client the requirements for deductions before, during and at completion of their taxesI reiterated this numerous times to complainantsThey at no time voiced a doubt to me pertaining to their situation.The taxing authorities have stated they have the right to ask for the necessary supporting documents to Substantiate the deductionThe taxing authorities are going back to prior years requesting information that was not required in writingat time of tax preparationI am not able to provide information to my tax clients I did not know aboutMy office responded within hours of receiving a phone call from the complainantWe were in contact with the complainant to obtain her supporting documentation to respond to the letter that was receivedWe responded within a timely manner as soon as the documentation was provided by the complainantMy position is that the disallowance of the deductions the complainant wanted to claim resulted in the complainant’s having to repay her original taxes that were paid which she requested a refundThese taxes were the tax clients from the beginning before a request for refund was entered in at time of tax preparationTax preparation was done with the information that was provided by the tax payerTherefore the repayment of the taxes are the taxpayersMy clients’ concerns and satisfaction are only one of the key aspects of my businessI hope this information aids in rectifying this matterI look forward to your response.Regards,
Sherrie B