KO-Advisors LLC

From: [redacted] Date: Thu, Oct 1, at 3:PMSubject: Complaint ID [redacted] To: [redacted] Cc: [redacted] ***,In response to the complaint filed by [redacted] , I’ve attached a few documents First and foremost is the client engagement letter (first attachment, page following the letter received from you), which describes in detail what services we agreed to perform for the client On April 9th the [redacted] dropped off their tax papers so that I could prepare their returns, and on April 13th these federal and state returns were filed an accepted (see EF transmission pdf) The client was mailed copies of the work performed, along with her original documents and a bill for $ Once paid, our engagement to for the tax return had successfully concluded.The issue [redacted] has nothing to do with my completion of the service I was hired for In fact, the issue [redacted] has is with the State of Ohio’s response to her request for a refundThis letter states that the State of Ohio plans on keeping their $refund because one of the following is true:· Delinquent taxes to Ohio or the IRS· Miscellaneous debts to the Ohio Attorney General’s Office· Premium payments to the Ohio Bureau of Worker’s Compensation· Back child/spousal support or public assistance payment to Ohio Job and Family Services· Complete letter attached (Ohio Offset)This letter allowed them to fill out a worksheet claiming only one spouse was liable for the above debts, and that a refund should still be issued The worksheet asked for figures found on their tax return, which had already been completed, filed, and returned to them three months prior This letter is not part of tax return, and is out of the scope of what the client agreed to when signing the engagement letter [redacted] ***

From: [redacted] font-size: small; font-family: arial, sans-serif;">Date: Thu, Oct 1, 2015 at 3:46 PMSubject: Complaint ID [redacted]To: [redacted]Cc: [redacted],In response to the complaint filed by [redacted], I’ve attached a few documents.  First and foremost is the client engagement letter (first attachment, page following the letter received from you), which describes in detail what services we agreed to perform for the client.   On April 9th the [redacted] dropped off their tax papers so that I could prepare their returns, and on April 13th these federal and state returns were filed an accepted (see EF transmission pdf).  The client was mailed copies of the work performed, along with her original documents and a bill for $285.  Once paid, our engagement to for the 2014 tax return had successfully concluded.The issue [redacted] has nothing to do with my completion of the service I was hired for.  In fact, the issue [redacted] has is with the State of Ohio’s response to her request for a refund. This letter states that the State of Ohio plans on keeping their $908 refund because one of the following is true:·         Delinquent taxes to Ohio or the IRS·         Miscellaneous debts to the Ohio Attorney General’s Office·         Premium payments to the Ohio Bureau of Worker’s Compensation·         Back child/spousal support or public assistance payment to Ohio Job and Family Services·         Complete letter attached (2014 Ohio Offset)This letter allowed them to fill out a worksheet claiming only one spouse was liable for the above debts, and that a refund should still be issued.  The worksheet asked for figures found on their tax return, which had already been completed, filed, and returned to them three months prior.  This letter is not part of tax return, and is out of the scope of what the client agreed to when signing the engagement letter. [redacted]