Johnston, Martin & Montgomery LLP

Dear *** **
This email is a follow up to our phone conversation on Monday April 18,
" MARGIN: 0px">
As I stated in our conversation *** * *** had contacted our firm to prepare a married filing separate individual income tax return for tax year 2014. Before that return was filed we were asked to prepare a married filing joint tax return for *** * and *** * *** for the tax year 2014. We prepared the tax return and provided both *** * *** and *** * *** a separate copy of the tax return to be filed along with a separate e-file authorization form to each individual. Both parties approved the filing of the tax return and authorized us to electronically file the tax return by separately providing us with a signed and dated e-file authorization form. We electronically filed their return. Their income tax return showed they would receive an income tax refund.
The two parties divorced in 2015. The IRS does not split refund checks. They issue the refund check in the name of both taxpayers listed on the income tax return and mail it to the address shown on the income tax return. The refund check is issued in the name of both taxpayers and requires both of their signatures to deposit or cash
In summary we were hired to prepare a married filing joint individual income tax return for tax year for *** * and *** * *** We prepared the return. Both *** * *** and *** * *** separately provided signed and dated e-file authorization forms for their joint income tax return and we filed the tax return electronically on their behalf. We provided the service we were hired to provide and believe we should be paid for our service
Yours Very Truly,
*** ** *** ***

Review: I emailed [redacted] Martin on April, 28, 2015 & May 1, 2015, when I informed him… that although [redacted], my now ex-husband, and I were filing jointly; the refund needed to be divided equally between [redacted] and myself and disbursed separate. I even furnished [redacted] with my complete mailing and contact information, in two separate emails earlier in April of 2015; to ensure I received my ½ separate, as [redacted] was found guilty for domestic abuse against me and sending it all to [redacted] put me in danger. Unfortunately...to this day, [redacted] never responded at all. No apology, nothing! Yet…I am still sent a bill for my balance due. I am sending off my last payment now, as payment in full....but I will expect a full refund.Desired Settlement: I want my invoice that I paid refunded in full!

Business

Response:

Dear [redacted]

This email is a follow up to our phone conversation on Monday April 18, 2016.

As I stated in our conversation [redacted] had contacted our firm to prepare a married filing separate individual income tax return for tax year 2014. Before that return was filed we were asked to prepare a married filing joint tax return for [redacted] and [redacted] for the tax year 2014. We prepared the tax return and provided both [redacted] and [redacted] a separate copy of the tax return to be filed along with a separate e-file authorization form to each individual. Both parties approved the filing of the tax return and authorized us to electronically file the tax return by separately providing us with a signed and dated e-file authorization form. We electronically filed their return. Their income tax return showed they would receive an income tax refund.

The two parties divorced in 2015. The IRS does not split refund checks. They issue the refund check in the name of both taxpayers listed on the income tax return and mail it to the address shown on the income tax return. The refund check is issued in the name of both taxpayers and requires both of their signatures to deposit or cash.

In summary we were hired to prepare a married filing joint individual income tax return for tax year 2014 for [redacted] and [redacted] We prepared the return. Both [redacted] and [redacted] separately provided signed and dated e-file authorization forms for their joint income tax return and we filed the tax return electronically on their behalf. We provided the service we were hired to provide and believe we should be paid for our service.

Yours Very Truly,