Bridgewater Certified Public Accountants

Initial Business Response /* (1000, 6, 2015/08/19) */
Contact Name and Title: *** ***, Director
Contact Phone: XXX-XXX-XXXX
Contact Email: ***@bridgewatercpas.com
Bridgewater Certified Public Accountants, Incengaged *** & Time *** and their LLC ( Limited Liability Company )
referred to as Senior Assistance LLC on April 8th We have upload a signed engagement letter clearly stating the Tax Year to be prepared of & Personal and LLC Tax ReturnsI personally met with *** and Time *** for over an hour and discussed the scope of their engagement and the cost associated with the preparation of their tax returns*** and Time came to Bridgewater as non tax filers for their LLC in 2013, you can see from the uploaded and attached Secretary of State document that they formed their LLC in January of and were required by law to file a tax return by April 15th which they failed to dueDuring the course of the initial meeting I took the time to explain in great detail the tax return requirements for filing which they were aware of and verbally communicated to me that they did not file their tax return and that they took responsibility for being non filersOur engagement letter clearly states the hourly cost of the engagement was $per hour, I reviewed in full detail the engagement and costs associated with the engagementAs a professional CPA firm we have no reason not to discuss and provide engagement letters and fees to clients, the claims by Senior Assistance LLC and *** and *** *** are not factually correct and are purposefully misleadingThe *** contacted me on April 3rd I informed *** that the late nature of her communication with Bridgewater Certified Public Accountants, Incmade it impossible for us to file her taxes by the April 15th deadline but that we would extend her tax return which she asked us to performWe went out of our way to extend her return even though she was a first time client and we had no obligation to help her at such a late time in the filing seasonUpon meeting with *** and *** we determined that she and Time had not filed their LLC Tax Return since I was initially under the impression that she was requesting filing supportAfter hour initial hour meeting I discussed and informed them that they needed to file a LLC Return and Amend their personal Return to file their IRS LLC return as part of their Personal Tax Return and their State of California Return directly to the FTB ( California Franchsie Tax Board) As to not compromise the security of private documentation I can not upload tax returns or source documents provided, but suffice to say that the lack of proper accounting software or excel spreadsheets was an indication of their lack of experience*** statement about preparation being completed by myself is completely inaccurate, I informed *** and *** that our tax professinals would complete the preparation and that we ahve a multi step process of preparation and reviewI never prepare or review tax returns and her statement is falseWe were ultimately provided hand written documents with detail of expenses randomly scattered on the paperI have scores of emails and phone calls from *** since her lack of experience made it impossible for her to provide source information efficiently or concisely for preparation of their tax returnsI informed them that LLC tax return are typically a minimum of $per tax year filing and that personal tax returns are minimum of $to $per tax yearWe had to amend the personal tax return since it was handled incorrectly and it did not include the LLC filing to either the IRS or State of CaliforniaLooking at their original Tax return completed by Liberty Tax a non CPA firm I see that they were invoiced for personal tax preparation only $on page of their tax return but were given a discount and paid $I do not understand how *** and *** could expect a CPA firm that Prepared tax return, personal tax returns & and LLC Tax Returns for & to be surprised by their detailed invoice of $2,In fact I informed *** and *** that I got a feeling that money was tight that I gave them discounts of $1,on the preparation of their tax returnsIn fact I have unbilled time of over $from additional meetings and consulting that *** and *** asked of meAt one point *** was pleading with me due to my expertise as a business advisor to call a prospective sales person for her in the Midwest and determine if he was a good candidate for their businessReluctantly I called and spoke with their prospect and informed *** of our phone call but she acted oddly and almost insisted that I should have given her more information when I told that I am not working on behalf of her company nor am I a recruiter for her companyI simply stated that he seemed professionalI had additional calls with *** to assist her in making her tax payment for along with face to face meetings to discuss the tax returnsThe notion that their tax bill should be only $is unacceptable and when I offered a payment plan she declined my offer and made numerous emails and calls to our office going as far as to site God in her emails and that he knows the truthI have put them in our recovery program since they refused to pay their bill for themselves and Senior Assistance LLC
Initial Consumer Rebuttal /* (3000, 12, 2015/08/28) */
(The consumer indicated he/she DID NOT accept the response from the business.)
*** *** at Bridgewater Public Accountant had an ethical obligation to be forthright in his duties with respect to errors and omission by clearly informing us of calculated invoices prior to filling our taxes which we agreed during verbal discussion if it would exceed our budget of $so that we would have the option to go forward or not since we are the one paying the billBut this Guru, as he refer to him self had
decided to charge us for services by inflict hours and using tactics to delayed progress in a timely manner with not any form of communication as it relates to our invoice along the waydespite our constant asking for invoice since we were concern about charges that were not billable hoursThis Guru refused to resolved the issue despite of our afford to have him modified the bill down to $to say the least instead of overwhelming charges that are not warranted for specific services such as ours in this matterthis firm had a intentional agenda to deceit us, and refuse to be accountable for their misrepresentation of what should had been Professional dutiesWE vigorously disputing this act of flawed to get paid from working class business owner's one's nothing more then to be treated fairly and honesty regardless*** and his firm fat will be determine in court at that timeall we asked is for this firm to step up to the plate and take responsible for the lack of every thing that went wrongIn the court of law, is not what you know, is what you can proveThe service of billing harassment has to stop nowenough is enoughwe dispute charges of $2,for a very good cause, it's FlawedWe are not refusing to pay for services and charges that we agreed upon to not exceed the budget amount of $in all due respect.And this firm want to challenge us by the wealth of power invested in themThe only recourse we have is to plead our case in from of the Judge in court since nothing else is working to resolved the issueThanks
Final Business Response /* (4000, 15, 2015/09/02) */
The clients refusal to pay their bill gave us no choice but to send the client to collections, unfortunately in this situation we have learned they already have many unpaid collection issues and the chances for recovery are very lowOur business understands that not all people are responsible and respectful