Dartmouth Financial Group

Initial Business Response /* (1000, 6, 2015/09/24) */
Management at Dartmouth was able to speak with the customer on this date (September 25, 2015). We easily resolved the matter(s) addressed in the complaint and the customer's concerns have been addressed. The customer has indicated that he will...

indicate that all of his concerns have been fully address. Dartmouth remains committed to providing excellent customer service and successfully resolving tax related matters on behalf of our clients.
Initial Consumer Rebuttal /* (2000, 8, 2015/09/30) */
(The consumer indicated he/she ACCEPTED the response from the business.)
I was contacted personally by the owner of Dartmouth and he gave me a refund for the misunderstanding. He was very nice and took care of the situation immediately .

Initially we were retained to represent [redacted] and his business related to his failure to pay business and personal income taxes.  Tax authorizations were secured, meaning we prepared tax representation authorizations for [redacted] individually and the business; they were presented to [redacted] for signature.  Upon the return of the tax representation authorizations and upon completion in this office, we submitted them to the [redacted].    This process was initiated December 6, 2015.  Requests for financial information were sent to [redacted]. After the tax representation authorizations were submitted to the [redacted], a call was made (standard practice) to the [redacted] to secure specific information relative to the actual tax liability.  It is noted that the file includes summary of [redacted]'s personal liability secured by a staff member, documenting the staff members conversation with [redacted] personnel.  Our goal is always to move files forward quickly.  As part of that process, as noted above, we requested financial information from [redacted]; it is part of our office protocol.   We did not receive any financial materials from [redacted].  Our engagement with [redacted] was short - during the 2 1/2 week period after we initiated representation the file reflects calls and email to [redacted] that were not responded to.  [redacted] did not return calls made to him from our office after 12.16.15.   The file was kept open in hopes that [redacted] would re-engage and we held the file open for an extended period of time, even though it was effectively inactive.  File review of inactive files was made late 2016 and ultimately staff made attempts to reach [redacted] (before closing the file) in February and March, 2017; unsuccessfully.  It was not until then that we closed the file and withdrew the tax authorizations filed in December of 2015.