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Coonrod & Associates, P.C.

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Reviews Coonrod & Associates, P.C.

Coonrod & Associates, P.C. Reviews (2)

This is our response to the claim of "Customer Service Issues: that our customer filed with the Revdex.com about our company. We began working with our customer in early 2016 to assist them with their business accounting needs, and it later turned into a tax preparation engagement as...

well. Through our initial meeting we were informed that the customer's father was the sole owner and officer of the business. The father then gave us permission to run everything through the son since he handled almost all of the operations. From the beginning of our time as their accountant we had been requesting a copy of their previously  filed tax return to compile management's financial reports. However, after several requests, we were unsuccessful in obtaining the return. The business return was due on march 15, 2017, and since  we had not yet received their books and records, we filed a form with the government to request a 6-month extension of time to complete and file their 2016 tax return. Two days later they brought us their records and we took an "Accountants Copy" and returned their records to them so they could continue their day-to-day operations. With that said, their claim that "5 months of their bookkeeping records were lost" is false because we simply received a copy, and the original file was returned to them on the laptop computer they picked up. Contrary to what the son states, we had opened their business books, gone through them and were nearly ready to prepare their return. However, the information we needed to set-up their tax return was never provided (the prior year tax return).There have been several delays and phone calls with the son. However, the phone calls were the final reason we advised them they need to find another accountant. The son may have called more times than we are aware of, because he would call the office and, if we were not available to take a phone call, he would refuse to provide his name, company name or a way to contact the person calling our office. Other times he would call and provide a false name to our staff, and after to "[redacted]" it would be revealed that it was actually the son. The last time that he contacted our office he was informed that we were not available, and was asked for his contact information so we could return his call. This set him off as he refused to believe that we were unable to speak to him. I had actually left the office for a meeting at a different client's office and therefore could not be "puled" form my meeting. While he claims to have "angerly hung up," our staff informed us that he insinuated the they were lying to him and screening calls, and after several minutes of this back and forth he told them to GO F[redacted] YOURSELF" and hung up on them. The next day we called them and had to leave a voicemail informing them that we would no longer be able to work with their business and asked them to pick up their paperwork, which they promptly did. While taking with the father, we informed him that we would delete the digital copy of their books, which we did, since their records we still intact on their computer and we only had an "accountants copy."While here may have been some unnecessary delays in completing their, taxes, the extension was filed before they ever brought us the 2016 information, which did NOT included the required tax return. None of this warrants the customer (the son) refusing to provide us with his identity or being rude and abusive to our staff.

I am rejecting: The response from Cnrod was as expected.  I want to say first that I am not the first to make a complaint with the Revdex.com in regards to this firm.  I would encourage others to look at the reviews and background of this company and their unwillingness to take care of the customer when a customer service issue arises. This company is so brazen that they will not refer to me by name and yes they are correct in many cases I refused to give my name or personal info to the front desk assistant soly due to the sensitivity of the subject matter Cnrod deals with (ie personal financial info).  However, in thier Revdex.com response it is obvious from thier statement that even though I did not want to give my name to the front desk help they still knew who I was.  The BOTTOM LINE is simple, when I call in and ask for OUR accountant by name I DO NOT need to be screened and givin a run around by the receptionist, I just need to be transfered. Scondly, I also want to state that I was NEVER repeatedly asked to provide ANY tax documents.  The response I got EVERY TIME was they were to busy to attend to my taxes but would "be on it soon." That later changed to "Were working on it and have a few questions."  Which what those questions are I have no idea being that I could never get them to give them to me.  I might add that I did all the follow up to/with Cnrod and at NO point did they ever reach out to me EVER. Had I never tried to contact them I doubt I would have ever heard anything from them.  Cnrod is correct in stating that our "departure" from one another was not nice, however they did NOTHING for almost 5 months and blew us off because they were to busy. I will also adamantly state that towards the end they alluded to at least starting on our taxes but come to find out they did NOTHING of the sort. Even if they had requested our previous years tax return they should have followed up with me on it.  I had no CLUE that they were wanting it and feel that they are now just using this as an excuse to cover their total mess up regarding this matter. I feel we were totally let down by this company and it is now turned into a finger pointing event.  WE, at the time, were the customer and should have been adressed as such. Instead all Cnrod wants to do is shed all blame and and accountability. This is simple, Cnrod dropped the ball and im asking them to pick it up in good faith by 1. Apologizing and 2. Refunding us for what they LOST which is going to cost us money and time.  I would like a reimbursement for the charge we will incure to reproduce what they lost.  I will incure other fees as well to clean up their mess a lot of which is time lost.  If I could put a price tag on the time lost I would but thats easier said than done. If Cnrod is willing to comply I would be happy to send them a bill showing exact costs to us and will happily drop this case and move on. Thank you.

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