Block Advisor

It has come to my attention that this client/case has been unsettledI am the new office manager for this Block Advisor officeI want to say thank you for bringing this to my attention.I will work with the client to gather documentation of the timetable and process of what happened with this audit.The Tax Advisor who worked with this client has stated that the client did not follow through and provide the documentation that was needed for the auditThe burden of proof or documentation to support the amounts claimed on the tax return is that of the tax clientThe Tax Advisor can only support the tax return and client through the audit with the information and documentation that is provided.Regardless or what has happened, I believe we can work forward to help resolve the issue at hand.An amendment may still be able to be filed and POM guarantee, as indicated by the client, may still applyI will do my best to help the client resolve this situation.Again, Thank you for bringing the situation to my attention.Respectfully, [redacted] | Office Manager | Block AdvisorsFourier Drive, Suite | Madison, WI, 53717Office: 608-829-| Fax: 608-829-| [email protected]

It has come to my attention that this client/case has been unsettled. I am the new office manager for this Block Advisor office. I want to say thank you for bringing this to my attention.I will work with the client to gather documentation of the timetable and process of what happened with this...

audit.The Tax Advisor who worked with this client has stated that the client did not follow through and provide the documentation that was needed for the audit. The burden of proof or documentation to support the amounts claimed on the tax return is that of the tax client. The Tax Advisor can only support the tax return and client through the audit with the information and documentation that is provided.Regardless or what has happened, I believe we can work forward to help resolve the issue at hand.An amendment may still be able to be filed and POM guarantee, as indicated by the client, may still apply. I will do my best to help the client resolve this situation.Again, Thank you for bringing the situation to my attention.Respectfully,[redacted]
[redacted] | Office Manager | Block Advisors999 Fourier Drive, Suite 103 | Madison, WI, 53717Office: 608-829-1442 | Fax: 608-829-1472 | [email protected]