To qualify for Head of Household filing status, you must meet all of the following tests:You file a separate returnA separate return includes a return claiming married filing separately, single, or head of household filing status.You paid more than half the cost of keeping up your home for the tax year.Your spouse didn't live in your home during the last months of the tax yearYour spouse is considered to live in your home even if he or she is temporarily absent due to special circumstancesSee Temporary absences , later.Your home was the main home of your child, stepchild, or foster child for more than half the yearYou must be able to claim an exemption for the childMsK***'s notes indicate that you lived at your parent's house for tax year That would keep you from meeting test #for the tax yearI am still willing to meet with you to discuss the fees Just call the office and our receptionist will san appointmentSincerely, Andy C***
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this does not resolve my complaint I pay for more than half of the house up-keep as I pay rent and contribute to household groceries, utilities ($p/month)I did not think this was going to be an issue, since it never has been in the pastMs.K [redacted] made an assumption that has cost me dearlyShe didn't do her due diligence in asking me what my living situation was Regards, [redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this does not resolve my complaint. I went to the office to pick up my tax return and asked if Mr.C*** was available, I was told he was notI emailed him afterwards with an explanation as to why he thought I would be “single” and not “head of household” and did not receive any response to that email.
Regards,
*** ***
I’m sorry to hear about your experience at M & M Tax ServiceOur goal is to provide the best customer service experience possible in a tax officeYou will generally find our fees to be less than our competitorsOur tax preparation fees start at $This is for a basic tax return with W-
incomeThis taxpayer brought in additional information that was pertinent to her tax return thus disallowing the simple or EZ formAdditionally, this customer selected and received a $instant cash advanceThis is an advance, not a gift; therefore it is reflected in the final fees making the fees appear to be $more than the actual chargeAs for the bank fee, our customers are given the option to pay tax preparation fees by cash, check, credit card or they can opt to have the fees taken out of their federal refundIf they opt to have the fees taken out of the refund the bank charges a processing fee for providing this serviceThe bank also offers an Easy Advance which is an advance on the anticipated federal refundThere is not an additional fee for the Easy Advance but whether this advance is approved or declined is a bank decisionOnce we file the federal return we cannot change the direction of the refundThis is an IRS rule and not under our controlIt is our company policy to review the tax return with the client including fees and refund optionsOur records indicate this return was reviewed with the taxpayerThe taxpayer signed and received documents before the return was filedOur area manager has been made aware of the compliant and reviewed procedures with the staff at that locationThe manager of the location has since spoken with the customer and believes the issue to be resolved to the customers’ satisfaction
TI am not sure why Ms*** says that there has been no response from me in this case. I am attaching the email that I sent to her on February 20th, 2018. I want to respect her privacy and not put too much of her personal information in this response. Note that I offered to meet
with her regarding the fees and to this date she has not taken me up on the offer. Ms***,After I received your email, I took a look at your tax return and the scanned file of the documents that you brought in on January 19, 2018. The documents indicate that you lived with your mother and that she took care of your child while you worked. That seems to be consistent with your filing status as single and why there was no dependent care credit on the return. I asked MsK*** about the third item on your list and she admits that she did not account for the subsistence allowance and that you emailed that information over to her before the original filing. I see that she has started working on an amended return with the additional income and documentation that you emailed to her after the original filing. If you still want us to finish the return, we will make those changes on the amended return and file it at no additional charge.I understand many clients come to us in anticipation of receiving an advance on their refund and the frustration when the bank does not approve the advance. I will be happy to speak with you about the preparation fees when you receive your refund check. It looks like the IRS has scheduled your refund to be released in the next few days. If you will let me know in advance when you would like to pick up your check, I will make arrangements to be available. Sincerely,Andy C***
We are responding to your email
dated August 19, 2015. It is our
objective to provide optimal customer service to all our clients.
While we always...
strive to
provide great service, we admit that sometimes we fall short. Ms. [redacted] came into our office at the
beginning of tax season and expected us to be ready to professionally handle
her return. Even though the filing
season had not yet begun, we were open and should have been better prepared for the tax season. Our partner with the [redacted] Now Advance program was not ready either.
The District Manager for the
[redacted] area was made aware of the situation and refunded Ms. [redacted] the fees
that she was charged in error. Since Ms.
[redacted] is still not satisfied with our pricing, M&M Tax will prepare her
2015 tax return for her at no charge. I
will send a letter stating this to her directly and she will be welcome at any
of our locations.
We believe that we offer excellent
tax preparation services at a fair price and would like to keep Ms. [redacted] as
one of our satisfied customers.
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this does not resolve my complaint. I pay for more than half of the house up-keep as I pay rent and contribute to household groceries, utilities ($1200.00 p/month). I did not think this was going to be an issue, since it never has been in the past. Ms.K[redacted] made an assumption that has cost me dearly. She didn't do her due diligence in asking me what my living situation was.
Regards,
[redacted]
To qualify for Head of Household filing status, you must meet all 5 of the following tests:You file a separate return. A separate return includes a return claiming married filing separately, single, or head of household filing status.You paid more than half the cost of keeping up your home for the tax year.Your spouse didn't live in your home during the last 6 months of the tax year. Your spouse is considered to live in your home even if he or she is temporarily absent due to special circumstances. See Temporary absences , later.Your home was the main home of your child, stepchild, or foster child for more than half the year. You must be able to claim an exemption for the child. Ms. K[redacted]'s notes indicate that you lived at your parent's house for tax year 2017. That would keep you from meeting test #2 for the tax year. I am still willing to meet with you to discuss the fees. Just call the office and our receptionist will set-up an appointment. Sincerely, Andy C[redacted]
To qualify for Head of Household filing status, you must meet all of the following tests:You file a separate returnA separate return includes a return claiming married filing separately, single, or head of household filing status.You paid more than half the cost of keeping up your home for the tax year.Your spouse didn't live in your home during the last months of the tax yearYour spouse is considered to live in your home even if he or she is temporarily absent due to special circumstancesSee Temporary absences , later.Your home was the main home of your child, stepchild, or foster child for more than half the yearYou must be able to claim an exemption for the childMsK***'s notes indicate that you lived at your parent's house for tax year That would keep you from meeting test #for the tax yearI am still willing to meet with you to discuss the fees Just call the office and our receptionist will san appointmentSincerely, Andy C***
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this does not resolve my complaint I pay for more than half of the house up-keep as I pay rent and contribute to household groceries, utilities ($p/month)I did not think this was going to be an issue, since it never has been in the pastMs.K [redacted] made an assumption that has cost me dearlyShe didn't do her due diligence in asking me what my living situation was Regards, [redacted]
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this does not resolve my complaint. I went to the office to pick up my tax return and asked if Mr.C*** was available, I was told he was notI emailed him afterwards with an explanation as to why he thought I would be “single” and not “head of household” and did not receive any response to that email.
Regards,
*** ***
I’m sorry to hear about your experience at M & M Tax ServiceOur goal is to provide the best customer service experience possible in a tax officeYou will generally find our fees to be less than our competitorsOur tax preparation fees start at $This is for a basic tax return with W-
incomeThis taxpayer brought in additional information that was pertinent to her tax return thus disallowing the simple or EZ formAdditionally, this customer selected and received a $instant cash advanceThis is an advance, not a gift; therefore it is reflected in the final fees making the fees appear to be $more than the actual chargeAs for the bank fee, our customers are given the option to pay tax preparation fees by cash, check, credit card or they can opt to have the fees taken out of their federal refundIf they opt to have the fees taken out of the refund the bank charges a processing fee for providing this serviceThe bank also offers an Easy Advance which is an advance on the anticipated federal refundThere is not an additional fee for the Easy Advance but whether this advance is approved or declined is a bank decisionOnce we file the federal return we cannot change the direction of the refundThis is an IRS rule and not under our controlIt is our company policy to review the tax return with the client including fees and refund optionsOur records indicate this return was reviewed with the taxpayerThe taxpayer signed and received documents before the return was filedOur area manager has been made aware of the compliant and reviewed procedures with the staff at that locationThe manager of the location has since spoken with the customer and believes the issue to be resolved to the customers’ satisfaction
TI am not sure why Ms*** says that there has been no response from me in this case. I am attaching the email that I sent to her on February 20th, 2018. I want to respect her privacy and not put too much of her personal information in this response. Note that I offered to meet
with her regarding the fees and to this date she has not taken me up on the offer. Ms***,After I received your email, I took a look at your tax return and the scanned file of the documents that you brought in on January 19, 2018. The documents indicate that you lived with your mother and that she took care of your child while you worked. That seems to be consistent with your filing status as single and why there was no dependent care credit on the return. I asked MsK*** about the third item on your list and she admits that she did not account for the subsistence allowance and that you emailed that information over to her before the original filing. I see that she has started working on an amended return with the additional income and documentation that you emailed to her after the original filing. If you still want us to finish the return, we will make those changes on the amended return and file it at no additional charge.I understand many clients come to us in anticipation of receiving an advance on their refund and the frustration when the bank does not approve the advance. I will be happy to speak with you about the preparation fees when you receive your refund check. It looks like the IRS has scheduled your refund to be released in the next few days. If you will let me know in advance when you would like to pick up your check, I will make arrangements to be available. Sincerely,Andy C***
Attn: [redacted]
Re: ID# [redacted]
Dear [redacted] :
We are responding to your email
dated August 19, 2015. It is our
objective to provide optimal customer service to all our clients.
While we always...
strive to
provide great service, we admit that sometimes we fall short. Ms. [redacted] came into our office at the
beginning of tax season and expected us to be ready to professionally handle
her return. Even though the filing
season had not yet begun, we were open and should have been better prepared for the tax season. Our partner with the [redacted] Now Advance program was not ready either.
The District Manager for the
[redacted] area was made aware of the situation and refunded Ms. [redacted] the fees
that she was charged in error. Since Ms.
[redacted] is still not satisfied with our pricing, M&M Tax will prepare her
2015 tax return for her at no charge. I
will send a letter stating this to her directly and she will be welcome at any
of our locations.
We believe that we offer excellent
tax preparation services at a fair price and would like to keep Ms. [redacted] as
one of our satisfied customers.
Sincerely,
[redacted]
Manager
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this does not resolve my complaint. I pay for more than half of the house up-keep as I pay rent and contribute to household groceries, utilities ($1200.00 p/month). I did not think this was going to be an issue, since it never has been in the past. Ms.K[redacted] made an assumption that has cost me dearly. She didn't do her due diligence in asking me what my living situation was.
Regards,
[redacted]
To qualify for Head of Household filing status, you must meet all 5 of the following tests:You file a separate return. A separate return includes a return claiming married filing separately, single, or head of household filing status.You paid more than half the cost of keeping up your home for the tax year.Your spouse didn't live in your home during the last 6 months of the tax year. Your spouse is considered to live in your home even if he or she is temporarily absent due to special circumstances. See Temporary absences , later.Your home was the main home of your child, stepchild, or foster child for more than half the year. You must be able to claim an exemption for the child. Ms. K[redacted]'s notes indicate that you lived at your parent's house for tax year 2017. That would keep you from meeting test #2 for the tax year. I am still willing to meet with you to discuss the fees. Just call the office and our receptionist will set-up an appointment. Sincerely, Andy C[redacted]