Bob is not an upstanding manI was quoted a price for copies of my tax returns and he would not stand behind the quoteSays he can not open a computer for $I believe if you quote a price you should then honor that priceAny reputable owner would have stood by his employees quoteBob also talked bad about the former owner who now has dementiaI would advise people to stay away from this business
Reference Case # *** Dear Sir/ Madam: This response is broken into two section
The first section is from my General Manager, Teresa ***She dealt directly with *** *** and I wanted to make sure she put things in her wordsI looked at the complaint and what I saw was incredibleIt would appear that *** fabricated his story with just enough bend to serve his interests. I sincerely believe that *** returned home and his wife went ballistic so now *** is caught between us and his wife. The second part of this response I wrote because I dealt directly with *** and found him to be difficult to talk to because he was so excited he wanted to talk over me when I tried to calm himI have also included a copy of ***'s bill which includes our adjustment. Section One I met with *** *** on Saturday, January 30, I reviewed his tax return, which was prepared by another tax preparer, and made suggestions on how it could be amended to receive a refundI also reviewed his information which he had prepared in *** ***I then made a lengthy list of information needed to complete his return, with the understanding that the new information would positively impact the amount that he owed on this tax returnHe left his W-2s, mortgage form 1098, health coverage farm 1095B, rental property information, and personal property tax formsThe next business day, February 1, 2016, he called and requested his W-2s backAnd at that time he said he would pay me for my workI asked him to give me a chance to complete the return and the matter was left at thatThe next day, February 2, his wife, Caitlin, came in to collect the W-2s and other information and then left when she was told there would be a charge. Our company does not advertise free consultationsObviously he realized this was a service with charge and he did offer to pay for my time. Section Two In my conversation, on February 3, 2016, with *** by phone, he was irate and threatened several actions which constituted defamation of character (quoting revenue circular 230, the Revdex.com, on your side and small claims court)It was almost like he had done this before and had a set planI explained with difficulty (interrupted enough times that I finally said to him, "show me the respect I gave you and listen to what I'm saying")I then said if you embark on this course of actions, I would meet him in court, but then I added "I don't think you want to go this way". I sensed a conflict between his wife and us and offered him a ten minute one time offer to settle everything for $He immediately countered with $and I then said this was the end of this conversationPointing out that he engaged us, left his documents with us as further proof of that engagement and then is attempting to renege on everything and wants our services for free. I should also add that I have trained my people to be very careful and discern what is an interview for our services (which we don't start by spewing tax advice and usually happens on agreement prior to the appointment) and what is an actual engagementThis is my General Manager and I hold her in the highest respect regarding how our business worksOur years of having no complaints also gives credence to the fact that we consider our selves fair and reasonable business people. Respectfully, Robert ** ***, CPA President
Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.I am not receiving my federal documents, tax information, and personal information that I rightfully own and Mr*** *** fabricated his response to the Revdex.comSo, I am not happy with this proposed actionMrMoorhouse is quick to say that he has years of no complaints and it doesn't surprise me with his bullying tactics, as he stated, "minute deal." He was very forceful, manipulative, and he threatened meOn 2/2/I did counter offer MrMoorhouse with $100.00, which is half of what I was charged to complete my taxes the previous year with another company. When Teresa told me that the cost to do my taxes was going to be $500.00, that is when I decided to leaveI asked her before I walked out of that office if I owed her anything and she said, "No, sir!" My papers were deliberately withheld and they are trying to scam me.
Regards,
*** ***
Bob is not an upstanding manI was quoted a price for copies of my tax returns and he would not stand behind the quoteSays he can not open a computer for $I believe if you quote a price you should then honor that priceAny reputable owner would have stood by his employees quoteBob also talked bad about the former owner who now has dementiaI would advise people to stay away from this business
Bob is not an upstanding manI was quoted a price for copies of my tax returns and he would not stand behind the quoteSays he can not open a computer for $I believe if you quote a price you should then honor that priceAny reputable owner would have stood by his employees quoteBob also talked bad about the former owner who now has dementiaI would advise people to stay away from this business
Reference Case # *** Dear Sir/ Madam: This response is broken into two section
The first section is from my General Manager, Teresa ***She dealt directly with *** *** and I wanted to make sure she put things in her wordsI looked at the complaint and what I saw was incredibleIt would appear that *** fabricated his story with just enough bend to serve his interests. I sincerely believe that *** returned home and his wife went ballistic so now *** is caught between us and his wife. The second part of this response I wrote because I dealt directly with *** and found him to be difficult to talk to because he was so excited he wanted to talk over me when I tried to calm himI have also included a copy of ***'s bill which includes our adjustment. Section One I met with *** *** on Saturday, January 30, I reviewed his tax return, which was prepared by another tax preparer, and made suggestions on how it could be amended to receive a refundI also reviewed his information which he had prepared in *** ***I then made a lengthy list of information needed to complete his return, with the understanding that the new information would positively impact the amount that he owed on this tax returnHe left his W-2s, mortgage form 1098, health coverage farm 1095B, rental property information, and personal property tax formsThe next business day, February 1, 2016, he called and requested his W-2s backAnd at that time he said he would pay me for my workI asked him to give me a chance to complete the return and the matter was left at thatThe next day, February 2, his wife, Caitlin, came in to collect the W-2s and other information and then left when she was told there would be a charge. Our company does not advertise free consultationsObviously he realized this was a service with charge and he did offer to pay for my time. Section Two In my conversation, on February 3, 2016, with *** by phone, he was irate and threatened several actions which constituted defamation of character (quoting revenue circular 230, the Revdex.com, on your side and small claims court)It was almost like he had done this before and had a set planI explained with difficulty (interrupted enough times that I finally said to him, "show me the respect I gave you and listen to what I'm saying")I then said if you embark on this course of actions, I would meet him in court, but then I added "I don't think you want to go this way". I sensed a conflict between his wife and us and offered him a ten minute one time offer to settle everything for $He immediately countered with $and I then said this was the end of this conversationPointing out that he engaged us, left his documents with us as further proof of that engagement and then is attempting to renege on everything and wants our services for free. I should also add that I have trained my people to be very careful and discern what is an interview for our services (which we don't start by spewing tax advice and usually happens on agreement prior to the appointment) and what is an actual engagementThis is my General Manager and I hold her in the highest respect regarding how our business worksOur years of having no complaints also gives credence to the fact that we consider our selves fair and reasonable business people. Respectfully, Robert ** ***, CPA President
Revdex.com:
I have reviewed the offer and/or response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.I am not receiving my federal documents, tax information, and personal information that I rightfully own and Mr*** *** fabricated his response to the Revdex.comSo, I am not happy with this proposed actionMrMoorhouse is quick to say that he has years of no complaints and it doesn't surprise me with his bullying tactics, as he stated, "minute deal." He was very forceful, manipulative, and he threatened meOn 2/2/I did counter offer MrMoorhouse with $100.00, which is half of what I was charged to complete my taxes the previous year with another company. When Teresa told me that the cost to do my taxes was going to be $500.00, that is when I decided to leaveI asked her before I walked out of that office if I owed her anything and she said, "No, sir!" My papers were deliberately withheld and they are trying to scam me.
Regards,
*** ***
Bob is not an upstanding manI was quoted a price for copies of my tax returns and he would not stand behind the quoteSays he can not open a computer for $I believe if you quote a price you should then honor that priceAny reputable owner would have stood by his employees quoteBob also talked bad about the former owner who now has dementiaI would advise people to stay away from this business