Brown Accounting

Our office policy is to pay any interest and penalty (this was $26) and offer a free tax preparation for the next yearThis was not acceptable to the client who insisted that we pay the income taxes on the additional income that they received and had already been refunded by the IRSAll of our preparers have a minimum of years of experience and distribute paperwork with each completed tax return instructing clients to examine their tax return immediately for any omissions or errors before it is e-filedWe allow time for the client to do this before e-filingWe received no notice of anything missing from the tax return from the clientThe preparer in question has worked for our firm for over years with no previous complaintsThis item was a large amount of unusual, additional income that the client should have discussed or brought to the attention of the preparer or known that it would have changed their refund from their usual amountSincerely, Cari BCPA

I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this does not resolve my complaint. For your reference, details of the offer I reviewed appear below
Miss Brown must have me confused with another customer. I was never offered an apology, never asked to review my taxes, and never offered to have my taxes done for free the next year. I am simply asking for my filing fee to be returned on a mistake that they made
Regards,
*** ***

Revdex.com spoke to Cari at the business and the following was relayed: There were two items on a piece of paper and one at the bottom was missed. This item was a large amount of unusual additional income. The customer was given the instruction sheet everyone is given to review the tax return, which the customer did not do. It is the taxpayers responsibility to review and make sure everything is properly accounted for. The preparer was spoken to and relayed that there was no statement of another mistake made. The customer was apologized to by both myself and the preparer and there has been no issue with their 2014 return. Our offer remains to do their next year return at no cost. There will be no money refunded.

Our office policy is to pay any interest and penalty (this was $26) and offer a free tax preparation for the next year. This was not acceptable to the client who insisted that we pay the income taxes on the additional income that they received and had already been refunded by the IRS. All of our...

preparers have a minimum of 15 years of experience and distribute paperwork with each completed tax return instructing clients to examine their tax return immediately for any omissions or errors before it is e-filed. We allow time for the client to do this before e-filing. We received no notice of anything missing from the tax return from the client. The preparer in question has worked for our firm for over 10 years with no previous complaints. This item was a large amount of unusual, additional income that the client should have discussed or brought to the attention of the preparer or known that it would have changed their refund from their usual amount. Sincerely, Cari B. CPA