Jones Accounting Assoc

Complaint: [redacted] I am rejecting this response because: I received your message and I do have comments in reply to Jones Accounting's response.They are as follows:I'm not sure how [redacted] and [redacted] where able to engage in any business as [redacted] was deployedwith US Navy for most of that period and [redacted] is not a partner in the businessIf time was spentteaching the [redacted] 's how to use Quick Books Software then the bill should go to them as some of thefees charged to [redacted] was for processing the [redacted] 's personal taxes and [redacted] does not use Quick Books.Jones Accounting also states that additional accounting would be needed to amend the tax returnNoaccounting was neededWrong numbers needed to be replaced with the correct numbersThecompany that prepared my taxes correctly didn't charge me any accounting feesI paid $forthem to correctly fill out the amendment paperworkFar less than the $1, [redacted] has already paid toJones AccountingJones Accounting also states that I provided a Quick Books report on November 19,This is not correctI typed that report myself with the correct information from the POS software,checking account statements and check book register for [redacted] [redacted] does not use Quick Books.Jones Accounting states that on December 17, [redacted] was terminated as a clientbeing "unwilling to pay" and "combative attitude"I never received the letter of termination mentionedand it was not included in documents she provided the Revdex.comIf I was terminated as of December 17,2015then why was I told I had a meeting with her for January 4, 2016? I called the morning of January 4ththinking I would be having a meeting with Kathy J [redacted] and that was when I was informed that I was inher words "fired." I asked one question that morningI was not combativeI was very polite and lookingforward to the meetingThe phone conversation on the 4th of January was the only conversation I everhad with Kathy J***I did not know her and to this day I have never met herThe way she treated meon the phone was not politeI had inherited this problem and was trying to understand itAnd insteadof helping me understand it she was not willing to discuss the matter with me.I did use the words "let go" because that is what I was toldThe employee was either "let go", "notavailable", "moved on" or "no longer with Jones Accounting"No matter the case this person was notavailable to help make things rightAgain Jones Accounting mentions Quick Books which [redacted] does not use.The work Kathy J [redacted] speaks of was agreed upon with [redacted] who is not a Business partner in [redacted] and that work was also for the [redacted] 's personal taxesThe work may have beenpriced fairly but it was work that was either not needed, not asked for by [redacted] , or wasfor personal taxes not related to the operation of [redacted] I have paid Jones Accounting$1,so far which should more than cover filing a business's taxes.Sincerely, [redacted] ***

On March [redacted] ***, came in for an appointment, represented by two of theprincipals [redacted] and [redacted] , and signed an engagement letter with my office, in which wedelineated the services they requested and we subsequently performed for their business over the nextfew months.All services they requested were performed accurately and in keeping with industry recognizedstandards at a fee schedule that was disclosed in the engagement agreementTime slips support all thework performed.Their particular services required that my staff book hours of labor during the period from May toSeptember These services included a complete reconstruction of their financial accounting sotheir Federal Income Tax could be accurately preparedWe provided instruction on how to use QuickBooks to the [redacted] sAll services were clearly outlined to the clients and all invoices presented in atimely manner, in fact we even discounted our usual tax preparation rate for this client.In November Mr [redacted] apparently took control of [redacted] from his two otherpartnersHe requested that the tax return that had been submitted be amendedHe provided a revisedQuick Books report on November 19, This report generated many questions and wouldrequire even more bookkeepingSome expenses had been added that had no supportAdditionally, hedid not want to pay the outstanding invoice and asked that it be reduced to a lesser amountThe taxreturn had been submitted in a timely manner two months earlierThe unpaid invoice was for incometax preparationCopies of those invoices were provided both to the Credit Bureau and to the client[redacted] was terminated as a client on December due to his unwillingness to pay anappropriate invoice and his combative attitudeA copy of the letter of termination is enclosed.Mr [redacted] claim that the employee who worked with the [redacted] was "let go" is a completemisrepresentation of the facts, the employee in question was a U.SNavy Reservist who took a civilservice position, a far cry from being let goHe also had an accounting degree, Quick Books Pro AdvisorCertification and was working on an MBAHowever, Mr [redacted] did speak to the Enrolled Agent whoprepared the business tax return and emailed questions and answers back and forthThe preparerinformed Mr [redacted] that no further work would be performed until the prior bill was paidMr [redacted] called and spoke to me and was so confrontational on the phone, I told him I was not interested in doingany further work for him.In summary, all work was agreed upon in advance, performed to all recognized standards and pricedfairlyMr***'s claims are completely without meritIf there is further documentation requiredplease contact meThis is the first Revdex.com complaint that has been made in my years of business.Sincerely,Kathleen [redacted] J***,Enrolled Agent

The [redacted]s were partners in [redacted] at the time they made an appointment with Jones Accounting and signed the engagement letter for services to be rendered. It was signed by [redacted] in our office.  The real problem here is the [redacted]s  worked with this office to get the books in order and at  the same time were engaged in  disputes with their partner over the business,  which led to the eventual dissolution of the partnership.  We had no interest in being the moderator of the internal dispute among these former partners .   We have time slips to support each time contact was made with the companies representatives and the work that was done at their request which is supported by the engagement letter.  The fact that [redacted] hired another accountant was necessary,  as we had severed our relationship with him.  The fees he has not paid,  were for tax preparation for the  2014 partnership of  490.00 plus  85.00 for the closing entries which reconciled the books to the tax return which was billed billed  9/14/2015.   The rest is finance charges .  A copy of the Jones Accounting employees time slips is attached.   The bookkeeping charges billed May  29 2015 was paid  June  19 2015 .  Both the paid and unpaid invoices were sent to the same  address as the letter of termination.
Mr [redacted] alleges some of the partnership tax preparation fee should be paid by his  former partner , well that dispute is between him and his partner.  The only work charged to [redacted] was work which the company requested and which was supported by the written engagement letter.   
The Jones Accounting employee who prepared the tax return has a four year college degree in business management  and worked for the IRS for over  5 years prior to her current employment. She is an Enrolled Agent with an outstanding record of excellent customer service. She goes above and beyond in communicating with her clients.  She has been a featured speaker at seminars for accountants sponsored by the Washington Association of Accountants and locally sought by financial advisors to speak to their clients about tax issues.  An Enrolled Agent is a federal license as a tax expert who has not only demonstrated competency in tax matters related to LLCs and all other tax entities, but who can also represent the client before the IRS in audits, appeals and in tax court.   
 
 A copy of the letter of termination which was printed on my letterhead  and mailed to the business address on December  17, 2015  .  When I did not hear from the [redacted],  we turned over this account to the collection agency. That led to [redacted]  filing this complaint. Not any made up excuses he is subsequently offering.

Complaint: [redacted]I am rejecting this response because: 
I received your message and I do have comments in reply to Jones Accounting's response.They are as follows:I'm not sure how [redacted] and [redacted] where able to engage in any business as [redacted] was deployedwith US Navy for most of that period and [redacted] is not a partner in the business. If time was spentteaching the [redacted]'s how to use Quick Books Software then the bill should go to them as some of thefees charged to [redacted] was for processing the [redacted]'s personal taxes and [redacted] does not use Quick Books.Jones Accounting also states that additional accounting would be needed to amend the tax return. Noaccounting was needed. Wrong numbers needed to be replaced with the correct numbers. Thecompany that prepared my taxes correctly didn't charge me any accounting fees. I paid $575.00 forthem to correctly fill out the amendment paperwork. Far less than the $1,000 [redacted] has already paid toJones Accounting. Jones Accounting also states that I provided a Quick Books report on November 19,2015. This is not correct. I typed that report myself with the correct information from the POS software,checking account statements and check book register for [redacted]does not use Quick Books.Jones Accounting states that on December 17, 2015 [redacted] was terminated as a clientbeing "unwilling to pay" and "combative attitude". I never received the letter of termination mentionedand it was not included in documents she provided the Revdex.com. If I was terminated as of December 17,2015then why was I told I had a meeting with her for January 4, 2016? I called the morning of January 4ththinking I would be having a meeting with Kathy J[redacted] and that was when I was informed that I was inher words "fired." I asked one question that morning. I was not combative. I was very polite and lookingforward to the meeting. The phone conversation on the 4th of January was the only conversation I everhad with Kathy J[redacted]. I did not know her and to this day I have never met her. The way she treated meon the phone was not polite. I had inherited this problem and was trying to understand it. And insteadof helping me understand it she was not willing to discuss the matter with me.I did use the words "let go" because that is what I was told. The employee was either "let go", "notavailable", "moved on" or "no longer with Jones Accounting". No matter the case this person was notavailable to help make things right. Again Jones Accounting mentions Quick Books which [redacted] does not use.The work Kathy J[redacted] speaks of was agreed upon with [redacted] who is not a Business partner in[redacted] and that work was also for the [redacted]'s personal taxes. The work may have beenpriced fairly but it was work that was either not needed, not asked for by [redacted], or wasfor personal taxes not related to the operation of [redacted]. I have paid Jones Accounting$1,036.25 so far which should more than cover filing a business's taxes.Sincerely,[redacted]

On 17 March 2015 [redacted], came in for an appointment, represented by two of theprincipals [redacted] and [redacted], and signed an engagement letter with my office, in which wedelineated the services they requested and we subsequently performed for their business over the nextfew...

months.All services they requested were performed accurately and in keeping with industry recognizedstandards at a fee schedule that was disclosed in the engagement agreement. Time slips support all thework performed.Their particular services required that my staff book 14.42 hours of labor during the period from May toSeptember 2015. These services included a complete reconstruction of their financial accounting sotheir Federal Income Tax could be accurately prepared. We provided instruction on how to use QuickBooks to the [redacted]s. All services were clearly outlined to the clients and all invoices presented in atimely manner, in fact we even discounted our usual tax preparation rate for this client.In November 2015 Mr. [redacted] apparently took control of [redacted] from his two otherpartners. He requested that the tax return that had been submitted be amended. He provided a revised2014 Quick Books report on November 19, 2015. This report generated many questions and wouldrequire even more bookkeeping. Some expenses had been added that had no support. Additionally, hedid not want to pay the outstanding invoice and asked that it be reduced to a lesser amount. The taxreturn had been submitted in a timely manner two months earlier. The unpaid invoice was for incometax preparation. Copies of those invoices were provided both to the Credit Bureau and to the client.[redacted] was terminated as a client on 17 December 2015 due to his unwillingness to pay anappropriate invoice and his combative attitude. A copy of the letter of termination is enclosed.Mr. [redacted] claim that the employee who worked with the [redacted] was "let go" is a completemisrepresentation of the facts, the employee in question was a U.S. Navy Reservist who took a civilservice position, a far cry from being let go. He also had an accounting degree, Quick Books Pro AdvisorCertification and was working on an MBA. However, Mr. [redacted] did speak to the Enrolled Agent whoprepared the business tax return and emailed questions and answers back and forth. The preparerinformed Mr. [redacted] that no further work would be performed until the prior bill was paid. Mr. [redacted]
called and spoke to me and was so confrontational on the phone, I told him I was not interested in doingany further work for him.In summary, all work was agreed upon in advance, performed to all recognized standards and pricedfairly. Mr. [redacted]'s claims are completely without merit. If there is further documentation requiredplease contact me. This is the first Revdex.com complaint that has been made in my 35 years of business.Sincerely,Kathleen * J[redacted],Enrolled Agent