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Julie M. Adkins, CPA, P.C.

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Reviews Julie M. Adkins, CPA, P.C.

Julie M. Adkins, CPA, P.C. Reviews (4)

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution is all I can expect, I asked for  my per work to be returned to me, which ultimately has been accomplished .
I will leave a separate review of this service as a testament of the unsatisfactory professionalism. After all the future customers deserve an honest appraisal of the ethic and forgetfulness I experieced.
Sincerely,
[redacted]

After almost 22 years running my CPA firm in Kalispell and hundreds of satisfied clients who return every year, this is the first complaint that I am aware of.  The paperwork which was missing was accidentally misplaced and is being picked up by the police at my office in order to save me from...

experiencing further abusive behavior from this client.  The client overstated my fee in his complaint.  However, when he and his wife came to pick up their taxes, there was no mention of the fee.  They came into my office shouting that I did the return wrong and they refused to even sit down and look at the return. His wife called me a "[redacted]" among other things.   It was the most abusive encounter I have ever had with a client.  They demanded their paperwork, which I gave them, not realizing that some of the paperwork they gave me was not in that envelope.  Since then, the missing paperwork was found and is being returned to them by the police.  As far as I am concerned, and as I told them, they have committed "theft of services" by hiring me to prepare their federal and two state tax returns and then not paying for those returns and accusing me of  doing the returns wrong while refusing to even look at the returns.  When I tried to explain the tax results, they refused to listen and kept shouting at me.  As a CPA since 1986, I have never had a single complaint filed against me, and I consider this complaint to be completely unjustified and extremely audacious considering that this client has refused to pay for the accurate tax returns which he hired me to prepare.

Complaint: [redacted]
I am rejecting this response because: Ms A[redacted] response is pure fabrications of an impaired mind.  Her fee for service remains the root of this incident.  Her contention she was in anyway abused is pure folly, she immediately dismissed every attempt to resolve the issue forcing me to resort to the  Kalispell Police Department, & the Montana Attorney General: Dept. of Taxation.  Her professional, ability to communicate, and her willingness to listen to the customer all point to an unqualified but licensed professional who should seek another line of workMy sincerest appreciation to Revdex.com and the Kalispell Police Department for their efforts in retrieving my paperwork I suspect without their efforts Ms A[redacted] would continue she had already delivered everything, Thank You.  It is a matter of public record that when Ms A[redacted] was first contacted by the Kalispell Police Department in this matter she informed me I was delusional, that she had already delivered all of the paperwork I was due.  I had no proof that I had ever delivered anything to Ms A[redacted], the Kalispell Police Department recommendation was to proceed to Civil Court.  This morning (3 March 2016), after I contacted Revdex.com, the Kalispell Police Department, & the Montana Attorney General: Dept. of Taxation, Ms A[redacted] contacted me explaining I needed to provide to her a written statement absolving her of any fault in this matter and rescinding my complaint against her with the Kalispell Police Department, she would return my paperwork.  The Police Department and I agreed logic dictated I  have no further contact with Ms A[redacted] as her action have become quite unpredictable and her account of the situation un reliable.The Police have retrieved the paperwork she previously swore I already had.  My opinion of this service remains.  The General Public and prospective customer should be made aware of the situation so they may arrive at an informed decision. 
Sincerely,
[redacted]

This client has never even looked at his tax return.  He accused me of preparing his return wrong without ever looking at it.  He has received all of his paperwork back and still continues to complain although he has refused to pay for the services he requested.  When the police picked up his paperwork from my office they told me that "some people are just trouble."  If anyone has grounds in civil court, it is me as this cllient stole my services without payment.  My fee was very reasonable for the work I performed for them in a very timely and accurate manner.  In over 21 years of running my CPA firm in Kalispell, I have never encountered a single client who refused to pay for my services or had the audacity to insult and abuse me as these people did.  I hope people will refer to the many glowing reviews posted on my website to judge whether this client's criticism is justified.

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Address: 1075 N Meridian Rd, Kalispell, Montana, United States, 59901-3567

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