Cilliers, CPA PLLC

Review: We used Philips [redacted] to file our 2010 tax return. He lost/misplaced one of our w2's and failed to report 6-7 months of income. I was informed by the [redacted] via US mail approximately January of 2013 of the monies($1,995.) due form 2010 filing. When I informed Mr. [redacted], not only was he dismissive and unprofessional, he actually accuse me of not supplying him with the w2's. He refused to take any responsibility of offer any type of help. We played phone tag for over a two month period. I gave him specific times I would be available to speak with him, he only called outside of those times. He did leave me voice mail only to tell me to set up a payment arraignment and pay the money due. My issues was that he did receive all necessary paper work, he or his office personnel failed to keep track of it and now we didn't have a copy of the w2. His final voice mail to me was to simply make payment arraignments to pay it off. What I asked of him was to refund me the money I had paid, I paid for a service that wasn't completed correctly. Then I also suggested that he do my 2012 filing at no cost to me so that money would not have to be exchanged. That was months ago, I have yet to get a response form him or his office.Desired Settlement: Full refund of $225.00.

Business

Response:

The client brought to my attention that the [redacted] has sent her a letter saying that some income was not reported on her tax return. We scan all documents coming into our office. I looked at the scanned documents and sent a copy of the file to the client. I explained that the referenced w-2 income was not in the file and therefore was not provided to us as part of her documentation nor included in the tax return we prepared. I explained to the client that if she believes the income was her income and the [redacted] was correct to pay the tax due.

Our firm has a policy to reimburse clients for penalties assessed by the [redacted] if it is due to a mistake we made. In this case there was no way for us to know if they client did not provide one of many w2 and 1099's as her husband had several jobs that year. We helped her to understand what to do in response to the letter without charge. We prepared the tax return based on the information she provided as stated in the engagement letter she signed and don't owe her a refund as the service was provided.