Sign in

DMD Holding

Sharing is caring! Have something to share about DMD Holding? Use RevDex to write a review

DMD Holding Reviews (1)

Initial Business Response /* (1000, 5, 2016/06/06) */
Thank you and *** for meeting with meAs per the Revdex.com request, I will provide a written response to this *** complaint that I have received from a consumer/taxpayer whom I did personal income tax preparation services for
First
and for most, I am a CRA registered online tax preparer and efilerI have a CRA business numberMy minimum personal income tax fee is $plus GSTI claim all of my DMD Holdings income and all of my clients paid preparation tax services are an allowable deduction on their personal income tax returnsI do not take money illegally and I remit all of the GST I collect to CRA on a timely basisMy business and I have been operational for over years in good standing
In March, 2015, I entered into a business arrangement with *** *** to prepare her personal income taxI have attached communication emails so you can read how she appears to agree to my engagement terms during and after the preparation and filing of her tax returnShe told me that she paid $to *** in the prior year for tax preparation and I used this information on Schedule as a carrying charge deduction for There were numerous questions that were orally discussed which I dealt with and spent time trying to recover the most amount of taxes for her as you can see by the questions I askedI filed her with only the Tslips, T4, T4A and TI prepared and filed her without including rental income which was discussed thoroughly and in the end, she decided not to report her rental incomeShe wanted it to be a wash, i.eexpense repaymentI then did the necessary prints and signature information requests, including signing the T(which can only be signed once the tax return is prepared and CRA ready), an answered and signed foreign property questionnaire and my engagement letter (attached)I presented her with an invoice on April 6, for $She paid this April 17, by etransferMy invoices are due upon receipt, however, I verbally agreed to wait until her CRA refund cheque was received within her bank accountOn a subsequent day, the complainant and I were discussing her property taxes coming due in June and how the refund would be helpful, and something she said made me realize that she had not informed me that she purchased her home in and not 2013, which during that discussion, she confirmed that she had purchased in I told her that the First Time Home Buyers credit was available and I could do a TAdjustment to request this additional $refund for herShe was very excited for me to do work especially since I told her that I would hold my time and invoice her for this service until the next year when I prepared her income taxes*** *** *** *** She received her refund from the work that I did and thanked me for doing the jobAs you can see by the correspondence, her moving and discussions of dates of the home are very ambiguous and she did not mention that she had purchased the home in I had to ask and confirmI acted immediately in her favor and prepared and filed the CRA correspondence on April 8, *** *** *** *** *** *** *** *** *** *** *** It is not my mistake when people do not provide me with information even when I send each of my clients a personal income tax checklist to be completed by the taxpayer in full
On April 9, 2016, I received Tslips from the complainant/taxpayer *** *** a Tand a TI proceeded to inquire about rental income and expenses and after putting in time and effort to declare her rental income, she decided it was too much work finding the necessary information to file a Ton her personal tax and at that point I told her that if ever there was an audit, she should say it is expense sharingShe got upset with me and told me that she was making moneyAs earlier discussed, I do not audit bank statements for additional funds coming in such as rental income and all of this was verbal communicationAgain, I prepared and filed her income tax and her Tand other necessary forms were signed on April 13, 2016, when her tax return was CRA efile readyI gave her my $invoice (attached) which she took and said she would pay me when her refund cameI explained at that time that I only charged her my minimum fee of $for the tax preparation and $for the TAdjustment that I had held my time for an ENTIRE yearHer refund was directly deposited in her bank account on April 25, 2016, assessed as filedI waited patiently for paymentOn May 10, 2016, I sent an email asking when I could expect payment for my April 13, invoiceI have attached the communication between us for your perusalI then verbally discussed my invoice with her on occasions and she said she would pay, but was not happy about the invoice and that her friends said they could do it for FREEI was not willing to give my time away for $compensationOn the second verbal communication, May 16, 2016, I asked for payment and when I could expect it and she refused to look at me but begrudgingly said she would pay it by the end of the weekOn May 29, 2016, I sent one last email to herThis correspondence is attached as well as her reply that said she had filed a complaint at the Revdex.com against my business and I
*** *** *** *** *** *** *** *** *** *** *** *** *** ***
*** *** *** *** *** *** *** *** *** *** *** *** *** *** *** ***
All my business and I have done is made every effort to file this ungrateful complainant's personal income tax which *** *** *** enjoyed the finished product without having to pay
*** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** ***
I trust that I will hear from you regarding the outcome of this *** complaint
Regards,
Diane MD***
Personal Financial Organizer

Check fields!

Write a review of DMD Holding

Satisfaction rating
 
 
 
 
 
Upload here Increase visibility and credibility of your review by
adding a photo
Submit your review

DMD Holding Rating

Overall satisfaction rating

Address: 15006 78 Ave NW, Edmonton, Alberta, Canada, T5R 3C7

Phone:

Show more...

Web:

This website was reported to be associated with DMD Holding.



Add contact information for DMD Holding

Add new contacts
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | New | Updated