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Colorado CPA Services PC

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Colorado CPA Services PC Reviews (7)

April 12, 2016 RevDex.com 8020 S. County Road 5, Suite 100 Fort Collins, CO 80528Re: Complaint ID [redacted] In response to the complaint regarding our firm's... services referenced above, please find our responses as outlined below: • Colorado CPA Services, P.C. has in fact been the accountant for our client for more than 30 years with a very good working relationship with our client during this time. • When we became aware of our clients declining health issues, our firm initiated contact with a family member to discuss options on how to move forward if our client was unable to continue handling his financial matters independently. This contact was made through an email and is on hand in our permanent files here at the firm. After some discussion, this family member reached out and made contact with us through a meeting here at our office to review his father's documents and determine his father's wishes on who would handle matters. This family member was the Statutory Power of Attorney for our client per the permanent original documents our client had prepared by his attorney in 2011. The family member with Statutory Power of Attorney was aware we held these original documents for safe keeping and left them at our office for the time being until these documents were needed to handle his father's financial affairs. Per our client's instruction, his attorney forwarded to us for safe keeping the original will, powers of attorney as well as other pertinent documents in December of 2014. A copy of the correspondence from the attorney outlining these safekeeping instructions is on hand and in our permanent files here at the firm and was shared with the clients family. • The family knew and understood that the business had in fact not been dissolved. Our client made it clear to our firm he was not ready to dissolve his business even though it operated with little to no activity. We honored his wishes. • The Customer lodging this complaint showed up at our firm after the above mentioned meetings. He preceeded to "demand" his father's original documents and went as far as to threaten the firm's employees with the statement "you better have everything together before my sisters get here tomorrow". We tried to explain to him the liability involved with our firm regarding releasing original documents belonging to our client without proper authorization through the appropriate channels. After continued badgering and hostility, we relented and released to him his father's file containing all original documents. We took the time to write a statement signed and dated outlining the documents he was taking possession of. We asked Mr. [redacted] to sign the statement affirming his receipt of these documents. Mr. [redacted] 's response "I ain't signing that, you ain't no damn lawyer, have your little buddy there sign it". The managing CPA as well as our office manager here at our firm witnessed this behavior. At no time during this conversation did Mr. [redacted] "ask for a time to meet with us and go over everything we need to do to close out everything with us". He told us we were not to have any further contact with his father. • We contacted our client's Statutory Power of Attorney and advised him that his brother had informed us we would not longer be handling his father's business/personal affairs. The POA then came down to the firm that very afternoon and boxed up and took possession of ALL permanent and current files as held by Colorado CPA Services, PC. At no time was our client's information "put in a box and took outside and left on the street". We discussed and reviewed the information they were receiving and how to handle disposal of purged client documents held in the basement of our building and agreed to set a date and manner in which these final documents needed to be retrieved by a Blu H Well Service, Inc. representative. We also discussed the way in which his brother had released our firm of our duties and agreed it would be in the best interest of all involved that they obtain a different firm to handle any further accounting and tax services. We did feel threatened by Mr. [redacted] 's behavior and made it clear to the POA that his belligerent behavior would not be tolerated again and if necessary we would seek other avenues to prevent further confrontations. • A written signed statement to all of the verbal communication outlined in this response was executed by the Statutory Power of Attorney and held in our permanent files here at the firm. In conclusion, while we are understanding of the emotional impact that the declining health of a loved one can have on an individual, we are obligated to our clients to handle their financial matters in a professional and ethical manner as per their wishes. We feel confident this was done through the POA and at this time have a positive relationship with the POA of our client.

April 12, Revdex.com SCounty Road 5, Suite Fort Collins, CO 80528Re: Complaint ID [redacted] In response to the complaint regarding our firm's services referenced above, please find our responses as outlined below: • Colorado CPA Services, P.Chas in fact been the accountant for our client for more than years with a very good working relationship with our client during this time• When we became aware of our clients declining health issues, our firm initiated contact with a family member to discuss options on how to move forward if our client was unable to continue handling his financial matters independentlyThis contact was made through an email and is on hand in our permanent files here at the firmAfter some discussion, this family member reached out and made contact with us through a meeting here at our office to review his father's documents and determine his father's wishes on who would handle mattersThis family member was the Statutory Power of Attorney for our client per the permanent original documents our client had prepared by his attorney in The family member with Statutory Power of Attorney was aware we held these original documents for safe keeping and left them at our office for the time being until these documents were needed to handle his father's financial affairsPer our client's instruction, his attorney forwarded to us for safe keeping the original will, powers of attorney as well as other pertinent documents in December of A copy of the correspondence from the attorney outlining these safekeeping instructions is on hand and in our permanent files here at the firm and was shared with the clients family• The family knew and understood that the business had in fact not been dissolvedOur client made it clear to our firm he was not ready to dissolve his business even though it operated with little to no activityWe honored his wishes• The Customer lodging this complaint showed up at our firm after the above mentioned meetingsHe preceeded to "demand" his father's original documents and went as far as to threaten the firm's employees with the statement "you better have everything together before my sisters get here tomorrow" We tried to explain to him the liability involved with our firm regarding releasing original documents belonging to our client without proper authorization through the appropriate channelsAfter continued badgering and hostility, we relented and released to him his father's file containing all original documentsWe took the time to write a statement signed and dated outlining the documents he was taking possession ofWe asked Mr [redacted] to sign the statement affirming his receipt of these documentsMr [redacted] 's response "I ain't signing that, you ain't no damn lawyer, have your little buddy there sign it"The managing CPA as well as our office manager here at our firm witnessed this behaviorAt no time during this conversation did Mr [redacted] "ask for a time to meet with us and go over everything we need to do to close out everything with us"He told us we were not to have any further contact with his father• We contacted our client's Statutory Power of Attorney and advised him that his brother had informed us we would not longer be handling his father's business/personal affairs The POA then came down to the firm that very afternoon and boxed up and took possession of ALL permanent and current files as held by Colorado CPA Services, PCAt no time was our client's information "put in a box and took outside and left on the street" We discussed and reviewed the information they were receiving and how to handle disposal of purged client documents held in the basement of our building and agreed to set a date and manner in which these final documents needed to be retrieved by a Blu H Well Service, IncrepresentativeWe also discussed the way in which his brother had released our firm of our duties and agreed it would be in the best interest of all involved that they obtain a different firm to handle any further accounting and tax services We did feel threatened by Mr [redacted] 's behavior and made it clear to the POA that his belligerent behavior would not be tolerated again and if necessary we would seek other avenues to prevent further confrontations• A written signed statement to all of the verbal communication outlined in this response was executed by the Statutory Power of Attorney and held in our permanent files here at the firmIn conclusion, while we are understanding of the emotional impact that the declining health of a loved one can have on an individual, we are obligated to our clients to handle their financial matters in a professional and ethical manner as per their wishesWe feel confident this was done through the POA and at this time have a positive relationship with the POA of our client

Complaint: [redacted] I am rejecting this response because: At the time this incident happened, all but supposedly one member, unknown to the rest of the family, did not know who was the POA and we were trying to find out how to proceed with mattersIwas told by my brother to go pick up the will and this was related to Tracy that day We both were arguing our points, but there was no profanity towards her or threats as she claimsI did not tell her that they were relieved of their duties, at this time I was trying to figure out what we needed to do to proceedShe basicly through a fit She told me they would not do anything more for Blu H business or personal affairs and would not help us in any way to close out everything After going thru the papers I recieved from her, I realized that in the will had been changed from myself being POA to my brother [redacted] becoming the POA Nobody else in the family was aware of these changes Nothing about the matters that Tracy talked about was discussed with the rest of the family during this time If she had been working with ***, nobody else knew anything about this When the will was done in 2011, [redacted] was listed as POA In May of 2014, months after my mother passed away, the POA had been changed to ***'s brother, who is a very close friend and neighbor of Tracy Hayes She has injected herself too far into our family personal matters which has caused problems amongst the family She acted very unprofessional that day If things happened the way she said, she would have called the law right then, and told me to leaveShe could have called the POA, which at the time we did not know who was the supposed POA because in I was named POAAnother matter, after reading through the legal papers, the lawyers relayed to her to close out the business completelyAs far as the family knew this was done and then we find out it wasn'tMy father has been diagnosed with dimentia since sometime in Tracy has been doing business as usual with my father all this time as if nothing was wrong with him I was legally able to handle these matters but was never contacted by TracyShe has been caught having him sign checks without any family member present and during this time he would just sign anything he was told to It is not up to Tracy to decide when to initiate the will but it seemed like she took that on herself as her responsibility and actually was hindering us from taking care of our family mattersWe still at this time don't know where anything standsThe way this whole matter was handled just seems very wrong and very unethical Regards, [redacted]

April 12, 2016 Revdex.com 8020 S. County Road 5, Suite 100 Fort Collins, CO 80528Re: Complaint ID [redacted]In response to the complaint regarding our firm's services referenced above, please find our responses as outlined below: • Colorado CPA Services, P.C. has in...

fact been the accountant for our client for more than 30 years with a very good working relationship with our client during this time. • When we became aware of our clients declining health issues, our firm initiated contact with a family member to discuss options on how to move forward if our client was unable to continue handling his financial matters independently. This contact was made through an email and is on hand in our permanent files here at the firm. After some discussion, this family member reached out and made contact with us through a meeting here at our office to review his father's documents and determine his father's wishes on who would handle matters. This family member was the Statutory Power of Attorney for our client per the permanent original documents our client had prepared by his attorney in 2011. The family member with Statutory Power of Attorney was aware we held these original documents for safe keeping and left them at our office for the time being until these documents were needed to handle his father's financial affairs. Per our client's instruction, his attorney forwarded to us for safe keeping the original will, powers of attorney as well as other pertinent documents in December of 2014. A copy of the correspondence from the attorney outlining these safekeeping instructions is on hand and in our permanent files here at the firm and was shared with the clients family. • The family knew and understood that the business had in fact not been dissolved. Our client made it clear to our firm he was not ready to dissolve his business even though it operated with little to no activity. We honored his wishes. • The Customer lodging this complaint showed up at our firm after the above mentioned meetings. He preceeded to "demand" his father's original documents and went as far as to threaten the firm's employees with the statement "you better have everything together before my sisters get here tomorrow".  We tried to explain to him the liability involved with our firm regarding releasing original documents belonging to our client without proper authorization through the appropriate channels. After continued badgering and hostility, we relented and released to him his father's file containing all original documents. We took the time to write a statement signed and dated outlining the documents he was taking possession of. We asked Mr. [redacted] to sign the statement affirming his receipt of these documents. Mr. [redacted]'s response "I ain't signing that, you ain't no damn lawyer, have your little buddy there sign it". The managing CPA as well as our office manager here at our firm witnessed this behavior. At no time during this conversation did Mr. [redacted] "ask for a time to meet with us and go over everything we need to do to close out everything with us". He told us we were not to have any further contact with his father. • We contacted our client's Statutory Power of Attorney and advised him that his brother had informed us we would not longer be handling his father's business/personal affairs.  The POA then came down to the firm that very afternoon and boxed up and took possession of ALL permanent and current files as held by Colorado CPA Services, PC. At no time was our client's information "put in a box and took outside and left on the street".  We discussed and reviewed the information they were receiving and how to handle disposal of purged client documents held in the basement of our building and agreed to set a date and manner in which these final documents needed to be retrieved by a Blu H Well Service, Inc. representative. We also discussed the way in which his brother had released our firm of our duties and agreed it would be in the best interest of all involved that they obtain a different firm to handle any further accounting and tax services.  We did feel threatened by Mr. [redacted]'s behavior and made it clear to the POA that his belligerent behavior would not be tolerated again and if necessary we would seek other avenues to prevent further confrontations. • A written signed statement to all of the verbal communication outlined in this response was executed by the Statutory Power of Attorney and held in our permanent files here at the firm. In conclusion, while we are understanding of the emotional impact that the declining health of a loved one can have on an individual, we are obligated to our clients to handle their financial matters in a professional and ethical manner as per their wishes. We feel confident this was done through the POA and at this time have a positive relationship with the POA of our client.

Complaint: [redacted]
I am rejecting this response because:  At the time this incident happened, all but supposedly one member, unknown to the rest of the family, did not know who was the POA and we were trying to find out how to proceed with matters. Iwas told by my brother to go pick up the will and this was related to Tracy that day.  We both were arguing our points, but there was no profanity towards her or threats as she claims. I did not tell her that they were relieved of their duties, at this time I was trying to figure out what we needed to do to proceed. She basicly through a fit.  She told me they would not do anything more for Blu H business or personal affairs and would not help us in any way to close out everything.   After going thru the papers I recieved from her, I realized that in 2014 the will had been changed from myself being POA to my brother [redacted] becoming the POA.  Nobody else in the family was aware of these changes.  Nothing about the matters that Tracy talked about was discussed with the rest of the family during this time.  If she had been working with [redacted], nobody else knew anything about this.   When the will was done in 2011, [redacted] was listed as POA.  In May of 2014, 3 months after my mother passed away, the POA had been changed to [redacted]'s brother, who is a very close friend and neighbor of Tracy Hayes.  She has injected herself too far into our family personal matters which has caused problems amongst the family .  She acted very unprofessional that day.  If things happened the way she said, she would have called the law right then, and told me to leave. She could have called the POA, which at the time we did not know who was the supposed POA because in 2011 I was named POA.Another matter, after reading through the legal papers, the lawyers relayed to her to close out the business completely. As far as the family knew this was done and then we find out it wasn't. My father has been diagnosed with dimentia since sometime in 2012. Tracy has been doing business as usual  with my father all this time as if nothing was wrong with him.  I was legally able to handle these matters but was never contacted by Tracy. She has been caught having him sign checks without any family member present and during this time he would just sign anything he was told to.  It is not up to Tracy to decide when to initiate the will but it seemed like she took that on herself as her responsibility and actually was hindering us from taking care of our family matters.We still at this time don't know where anything stands. The way this whole matter was handled just seems very wrong and very unethical.
Regards,
[redacted]

Complaint: [redacted]
I am rejecting this response because:  At the time this incident happened, all but supposedly one member, unknown to the rest of the family, did not know who was the POA and we were trying to find out how to proceed with matters. Iwas told by my brother to go pick up the will and this was related to Tracy that day.  We both were arguing our points, but there was no profanity towards her or threats as she claims. I did not tell her that they were relieved of their duties, at this time I was trying to figure out what we needed to do to proceed. She basicly through a fit.  She told me they would not do anything more for Blu H business or personal affairs and would not help us in any way to close out everything.   After going thru the papers I recieved from her, I realized that in 2014 the will had been changed from myself being POA to my brother [redacted] becoming the POA.  Nobody else in the family was aware of these changes.  Nothing about the matters that Tracy talked about was discussed with the rest of the family during this time.  If she had been working with [redacted], nobody else knew anything about this.   When the will was done in 2011, [redacted] was listed as POA.  In May of 2014, 3 months after my mother passed away, the POA had been changed to [redacted]'s brother, who is a very close friend and neighbor of Tracy Hayes.  She has injected herself too far into our family personal matters which has caused problems amongst the family .  She acted very unprofessional that day.  If things happened the way she said, she would have called the law right then, and told me to leave. She could have called the POA, which at the time we did not know who was the supposed POA because in 2011 I was named POA.
Another matter, after reading through the legal papers, the lawyers relayed to her to close out the business completely. As far as the family knew this was done and then we find out it wasn't. My father has been diagnosed with dimentia since sometime in 2012. Tracy has been doing business as usual  with my father all this time as if nothing was wrong with him.  I was legally able to handle these matters but was never contacted by Tracy. She has been caught having him sign checks without any family member present and during this time he would just sign anything he was told to.  It is not up to Tracy to decide when to initiate the will but it seemed like she took that on herself as her responsibility and actually was hindering us from taking care of our family matters.
We still at this time don't know where anything stands. The way this whole matter was handled just seems very wrong and very unethical.
Regards,
[redacted]

April 12, 2016 Revdex.com 8020 S. County Road 5, Suite 100 Fort Collins, CO 80528Re: Complaint ID [redacted]
In response to the complaint regarding our firm's...

services referenced above, please find our responses as outlined below: • Colorado CPA Services, P.C. has in fact been the accountant for our client for more than 30 years with a very good working relationship with our client during this time. • When we became aware of our clients declining health issues, our firm initiated contact with a family member to discuss options on how to move forward if our client was unable to continue handling his financial matters independently. This contact was made through an email and is on hand in our permanent files here at the firm. After some discussion, this family member reached out and made contact with us through a meeting here at our office to review his father's documents and determine his father's wishes on who would handle matters. This family member was the Statutory Power of Attorney for our client per the permanent original documents our client had prepared by his attorney in 2011. The family member with Statutory Power of Attorney was aware we held these original documents for safe keeping and left them at our office for the time being until these documents were needed to handle his father's financial affairs. Per our client's instruction, his attorney forwarded to us for safe keeping the original will, powers of attorney as well as other pertinent documents in December of 2014. A copy of the correspondence from the attorney outlining these safekeeping instructions is on hand and in our permanent files here at the firm and was shared with the clients family. • The family knew and understood that the business had in fact not been dissolved. Our client made it clear to our firm he was not ready to dissolve his business even though it operated with little to no activity. We honored his wishes. • The Customer lodging this complaint showed up at our firm after the above mentioned meetings. He preceeded to "demand" his father's original documents and went as far as to threaten the firm's employees with the statement "you better have everything together before my sisters get here tomorrow".  We tried to explain to him the liability involved with our firm regarding releasing original documents belonging to our client without proper authorization through the appropriate channels. After continued badgering and hostility, we relented and released to him his father's file containing all original documents. We took the time to write a statement signed and dated outlining the documents he was taking possession of. We asked Mr. [redacted] to sign the statement affirming his receipt of these documents. Mr. [redacted]'s response "I ain't signing that, you ain't no damn lawyer, have your little buddy there sign it". The managing CPA as well as our office manager here at our firm witnessed this behavior. At no time during this conversation did Mr. [redacted] "ask for a time to meet with us and go over everything we need to do to close out everything with us". He told us we were not to have any further contact with his father. • We contacted our client's Statutory Power of Attorney and advised him that his brother had informed us we would not longer be handling his father's business/personal affairs.  The POA then came down to the firm that very afternoon and boxed up and took possession of ALL permanent and current files as held by Colorado CPA Services, PC. At no time was our client's information "put in a box and took outside and left on the street".  We discussed and reviewed the information they were receiving and how to handle disposal of purged client documents held in the basement of our building and agreed to set a date and manner in which these final documents needed to be retrieved by a Blu H Well Service, Inc. representative. We also discussed the way in which his brother had released our firm of our duties and agreed it would be in the best interest of all involved that they obtain a different firm to handle any further accounting and tax services.  We did feel threatened by Mr. [redacted]'s behavior and made it clear to the POA that his belligerent behavior would not be tolerated again and if necessary we would seek other avenues to prevent further confrontations. • A written signed statement to all of the verbal communication outlined in this response was executed by the Statutory Power of Attorney and held in our permanent files here at the firm. In conclusion, while we are understanding of the emotional impact that the declining health of a loved one can have on an individual, we are obligated to our clients to handle their financial matters in a professional and ethical manner as per their wishes. We feel confident this was done through the POA and at this time have a positive relationship with the POA of our client.

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Address: 118 W Main St, Rangely, Colorado, United States, 81648-2621

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