David B Saba CPA

Review: On March 15, 2014 I hand delivered all my 2013 tax information to Saba & Company to have [redacted] Saba prepare my 2013 taxes for me (I used to live in [redacted]). When I didnt hear from him, I started calling and texting him about it on April 1st, with no response. Because my Mom still lives in [redacted] and also uses this company, she went to the office and caught [redacted] going between meetings. He admitted that they had lost my file in the office, but they had found it. He promised that they would be done by April 15th. When I called the office on April 15th, I talked to a woman that works on taxes there. She looked in the computer and found that he had filed an extension. I have been calling the office and no one answers the phone. I have also sent him a text several times, again, with no response.Desired Settlement: I either want him to complete my taxes immediately at no charge or return my all my tax information to me via overnight service at their expense.

Business

Response:

Ms. [redacted] dropped her taxes off sometime in March. Our firm had never prepared

her taxes in the past. My policy on new returns is that I have a face to face

meeting with them. I never meet with her and in fact when she dropped off her

tax information off at my office she addressed her letter to us as [redacted]. We do

not have an employee named [redacted]. Our firm never agreed to prepare her return

and never discussed the fee to prepare her return. The reason I like to have a

meeting with new clients is to review prior year returns in case of any carry

forwards that might apply as well any additional information to file the return

such as date of birth and prior year adjusted gross income. Ms. [redacted]'s return

was complicated due to the fact she moved to another state that required two

state and city returns to be filed. Our firm prepares over 1200 returns a year

with only two of us preparing them. My schedule late in tax season in normally

filled with long time clients who always come in the last two weeks. I billed

Ms. [redacted] $150.00 to prepare her returns at a discounted rate due to the

length that her information was here.( she has yet to pay that invoice). Due to

the out of state returns I incurred an additional $45.00 in fees. Ms. [redacted] did

not incur any penalties due to the fact we filed an extension for her. I hope

you will consider the information I provided today while making your decision on

this matter.

Sincerely,

Consumer

Response:

[A default letter is provided here which indicates your acceptance of the business's response. If you wish, you may update it before sending it.]

I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution would be satisfactory to me. While what he has told you is mostly a lie since he prepared my taxes two years ago and his response does not explain why he wouldn't return my phone calls, emails or text messages or even answer the phone when I called, I will agree to close this complaint. He did complete my taxes and I have received them. I told him I would pay his bill upon receipt of my tax return and now that I have received my refund, I plan to pay him.

Thank you for your help.

Regards,