MrPotter has prepared tax returns for my aunt *** *** for several yearsIn August 2015, my aunt passed awayAs the executor for her estate, I asked MrPotter to complete her tax return
From early 2015, I sent MrPotter scanned copies of my aunt's forms as soon as I had themBy about April 10, I had all of the records of which I was awareA few days later, MrPotter had me file an extension for both my aunt's federal and state taxes, together with a check for a very rough approximation of my aunt's tax billI filed both returns as requested
After that, I asked MrPotter to inform me if he needed any further information to complete my aunt's tax returnsHe replied that he would checkOn August 2, I emailed him with the same questionOn August 3, he replied:
I will review everything and get back to you by end of the week
James RPotter, CPA, MST
*** *** *** ***, MA ***
***
MrPotter has prepared tax returns for my aunt *** *** for several yearsIn August 2015, my aunt passed awayAs the executor for her estate, I asked MrPotter to complete her tax return
From early 2015, I sent MrPotter scanned copies of my aunt's forms as soon as I had themBy about April 10, I had all of the records of which I was awareA few days later, MrPotter had me file an extension for both my aunt's federal and state taxes, together with a check for a very rough approximation of my aunt's tax billI filed both returns as requested
After that, I asked MrPotter to inform me if he needed any further information to complete my aunt's tax returnsHe replied that he would checkOn August 2, I emailed him with the same questionOn August 3, he replied:
I will review everything and get back to you by end of the week
James RPotter, CPA, MST
*** *** *** ***, MA ***
***